Lion-BOS CIO Supertrends Multi-Asset Fund | OCBC Singapore

LION-BOS CIO SUPERTRENDS MULTI-ASSET FUND

Tap into investment expertise of Bank of Singapore, Asia’s Global Private Bank

Why you will love this

Actively managed multi-asset fund that provides monthly payout with the potential for capital appreciation

Capitalise on long-term supertrends

Gain access to the expertise of Bank of Singapore’s Chief Investment Office

Who can apply

Anyone from 21 – 68 years old

Non-U.S Citizen

Non-EU resident or person not residing in EAA

Invest in tomorrow’s supertrends with today’s insights

A word from the team

Our investment outlook

“As we cast our sights on a future of sweeping shifts in geopolitics, macroeconomic policy, investment, technology, environmental and social dilemmas of our time, the investment landscape will be shaped by 5 Key CIO Supertrends: i) The Changing World Order; ii) Activating Asset Allocation; iii) Finding Artificial Intelligence (AI) #IRL; iv) Powering Ahead; v) Living 2.0.”

Jean Chia,
Global Chief Investment Officer, Bank of Singapore (BOS)​

Reasons to invest
Access Bank of Singapore’s CIO expertise

Access Bank of Singapore’s CIO expertise

Benefit from the expertise and research capabilities of Bank of Singapore’s global Chief Investment Office (CIO), with over 15 years of proven investment track record*.

*Bank of Singapore Discretionary Portfolio Management (SG)’s investment track record.

A regular income stream with growth potential

A regular income stream with growth potential

This global multi-asset strategy is optimised to provide monthly payouts from fixed income while providing investors potential capital appreciation through global equities.

Focus on quality

Focus on quality

A rigorous research-based approach to identifying quality companies within equities and fixed income, aiming to find resilient business models and investments based on robust fundamentals.

Capitalise on supertrends

Capitalise on supertrends

Supertrends1 are structural trends that could shape the investment landscape over a longer term. This fund aims to achieve long-term returns by aligning structural global trends with rigorous investment insights.

1 Refers to the Supertrends mentioned in the Supertrends Report published by Bank of Singapore. Supertrends are structural trends that may involve consideration of issues such as geopolitics, macro policies, and investment trends. Such Supertrends are not exclusive, may be subject to change, and their attributes might evolve over time at the discretion of the Sub-manager.

OUR AWARDS AND ACCOLADES

Best Chief Investment Office in Private Banking in Asia 2024

PWM & The Banker Global Private Banking Awards

Highly Recommended International Private Bank CIO Office 2023

Asian Private Banker 13th Awards For Distinction

Highly Commended International Private Bank Discretionary Portfolio Management 2023

Asian Private Banker 13th Awards For Distinction

Highly Commended Private Bank Sustainable Investments & Impact 2023

Asian Private Banker 13th Awards For Distinction

Making an investment

Lump sum investment

Lump sum investment

With lump sum investments starting from S$1,000, you can immediately start taking advantage of prevailing market conditions.

Monthly investments

Monthly investments

Regular investing of smaller amounts (also known as dollar-cost averaging) helps to reduce the overall volatility of your portfolio. Start from as low as S$100/month.

Ways to pay

Whether you choose a lump sum or monthly investments, you can purchase the Lion-BOS CIO Supertrends Multi-Asset Fund using:

about the fund

Past performance

1-year

24.09%

3-year

9.34%

Figures shown are cumulative and not an indication of future performance.
Investment Grade Bonds

29.00%

Alternatives

12.00%

Cash

3.00%

High Yield Bonds

16.00%

Equities

40.00%

Source: Bank of Singapore Limited, data as of September 2024.

Note: Asset allocation is indicative. The allocations into Alternatives will be represented via public market securities. The portfolio information shown is for illustrative purposes only. There can be no assurance that the portfolio will achieve its objectives or avoid substantial losses. The values are indicative and for your reference only. The actual portfolio allocation and bonds/equities selected may differ depending on market conditions.

Equities

United States

27%

Europe

5%

Japan

5%

Emerging Market & Asia

6%
Bonds

Developed Market Investment Grade

14%

Emerging Market Investment Grade

10%

US Treasuries

5%

Developed Market High Yield

8%

Emerging Market High Yield

8%
Alternatives

Alternatives

12%
Microsoft Corp. 6.90%
Apple Inc. 6.20%
NVIDIA Corp. 6.10%
Alphabet Inc. 4.20%
Amazon.com Inc. 3.60%
Meta Platforms Inc. 2.30%
Berkshire Hathaway Inc. 1.70%
Eli Lilly & Co. 1.50%
JPMorgan Chase & Co. 1.30%
Broadcom Inc. 1.30%
As of 31 May 2024
Before you invest

Fund details

Preliminary charge

5%

Subscription mode

Lump sum or regular savings plan




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WAYS TO APPLY

Start investing in the Lion-BOS Supertrends Multi Asset fund today