The Disruptors Bulletin 2020 Q2 - LGIDirect

Disruption

Lion Global Investors

The COVID-19 pandemic has caused an unprecedented human and health crisis which has led to fear and extreme volatility where there are many unknowns surrounding the economic impact for investors.

Towards the end of February 2020, COVID-19 pandemic started to spread globally which forced many economies to implement lockdowns and caused sell-off in global equities. Many of our holdings like Euronet Worldwide, BASF, Emerson Electric, Fleetcor Techologies and NXP Semicon corrected together with the risk-off in the general market.

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Disruptive Innovation, E-Commerce, Fintech, Investment Themes, Newsletter, Remote Work, Technology

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Comparing the TER cost for 20 years

Here’s the difference a low cost advantage makes to cost savings

1.0%
p.a.
1.5%
p.a.
2.0%
p.a.

Here's how much you pay

$190,272.13
Selected TER 1.00% p.a.

$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.

By investing a fund with low TER

You may save $90,359.56 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.

It is enough to provide for a monthly expenditure of $3,000 over the next 2 years and 6 months.

Here's how much you pay

$271,950.61
Selected TER 1.50% p.a.

$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.

By investing a fund with low TER

You may save $172,038.04 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.

It is enough to provide for a monthly expenditure of $3,000 over the next 4 years and 9 months.

Here's how much you pay

$345,744.19
Selected TER 2.00% p.a.

$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.

By investing a fund with low TER

You may save $ 245,831.62 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.

It is enough to provide for a monthly expenditure of $3,000 over the next 6 years and 9 months.

TER (Total Expense Ratio) is the sum of various identified operating expenses charged on an ongoing basis to the fund’s assets as a percentage of the fund’s average net asset value calculated over a 12-month period at the close of the annual and semi-annual financial statements of the fund for all the p.a. tabs (1.0%, 1.5%, 2.0%).

The above scenarios are for illustration purpose only. Past performance, as well as any prediction, projection or forecast on the economy, securities market or the economic trends of the markets are not necessarily indicative of the future or likely performance of the funds. Calculations based purely on costs with no market movement or investment returns.