The funds aim to reduce market risk by investing in high quality stocks, REITs and bonds with good credit ratings, which will help to achieve the funds’ objective.
Lion-Bank of Singapore Asia Pacific Real Estate Series
Your key to maximising potential returns in the Asia Pacific real estate sector
Brought to you by two investment powerhouses: Lion Global Investors and Bank of Singapore
Reasons to invest
There are bargains to be had in Asia real estate
Stocks in this sector are attractive for their relatively cheap valuations and good dividend yields.
Plenty of opportunities as real estate demand soars
Urbanisation rates between 2020 and 2030 is expected to be the strongest in Asia relative to other major regions, with China leading the charge.
Invest in dynamic cities of the future
Megacities in China, India and South East Asia will continue to grow despite COVID-19, driven by a rising middle class and urbanisation.
Environmental, Social and Governance (ESG) Conscious
Invest in real estate companies that care. Our two new funds consider ESG factors in their investment process, as they seek to do their part in investing in a more sustainable future.
Invesment expertise
Lion Global Investors
Managing your Fixed Income investments
- Best Institutional House (Singapore) by Asia Asset Management for 3 consecutive years since 2018
- Best Group for Asia Pacific Hard Currency Bonds by Citywire Asia from 2015 to 2017
- Best Asian Fixed Income – USD asset class by Asian Investor Asset Management in 2015 and 2017
Bank of Singapore
Managing your Real Estate Investment Trusts (REITs) and Equity investments
- Voted Best Private Bank in Singapore by Professional Wealth Management and The Banker in 2019
- Voted Best Private Bank for Middle East and North Africa by Asian Private Banker in 2018
How it works
Two funds to choose from:
Lion-Bank of Singapore Asia Pacific
Real Estate Opportunities Fund
For lower volatility and potential quarterly income distribution
- Generate potential returns from 2 asset classes across Asian bonds & property related equities
- Adopt a dynamic asset allocation approach with approximately 50% of the portfolio allocated to bonds which aims to lower overall portfolio volatility
- Potential quarterly payouts: 3 – 4% p.a. (non-fixed)
The Fund’s fixed income allocation allows up to maximum of 25% into non-investment grade bonds. The fund manager will divest from a bond if it falls below a credit rating of B-.
Lion-Bank of Singapore Asia Pacific
Real Estate Equities Fund
Leverage on the capital growth potential of investing in Asia Pacific real estate
- Invest in the Asia Pacific Real Estate sector through equities and REITs
- 100% of the portfolio will be allocated into property related equities which aims to focus on potential capital growth
Managing fund risks
Reducing market risk
Managing currency risks
We give you the option to invest in USD, SGD-Hedged, AUD-Hedged, EUR-Hedged & GBP-Hedged share classes, thus reducing foreign exchange impact on your currency of choice through the use of financial tools.
Mitigating default risks
Lower default risk through a diversified Asian bond portfolio investment, actively managed by the fund managers.
Note: Your investment in the fund may be at risk and you may not get back the principal sum invested.
Limited time offer
Before you apply
Fund details
Preliminary charge
Up to 5%
Annual management fee
1.20% p.a. for Lion-Bank of Singapore Asia Pacific Real Estate Opportunities Fund
1.35% p.a. for Lion-Bank of Singapore Asia Pacific Real Estate Equities Fund
Subscription mode
Lump sum or regular savings plan
Minimum initial investment (at branches only)
USD: US $5,000 (Cash only)
SGD-Hedged: SGD $5,000 (Cash & SRS)
AUD-Hedged: AUD $5,000 (Cash only)
EUR-Hedged: EUR $5,000 (Cash only)
GBP-Hedged: GBP $5,000 (Cash only)
Other available channels
Internet Banking, OCBC Digital app
Ready to invest?
Start investing in the Lion-Bank of Singapore Asia Pacific Real Estate Series today
through OCBC Online Banking or on OCBC Mobile Banking app or
You may download the OCBC Mobile Banking app on
Apple app store
Google Play
AppGallery
You can also start investing through OCBC Online Banking.
Important notice
- An investment in the Lion-Bank of Singapore Asia Pacific Real Estate Opportunities Fund or Lion-Bank of Singapore Asia Pacific Real Estate Equities Fund involves a high degree of risk and an investment in the Funds will only be appropriate for a person able and willing to take such a risk.
- A copy of the Prospectus of the Fund is available and may be obtained from Lion Global Investors Limited (Company Registration No. 198601745D) or OCBC Bank (Oversea-Chinese Banking Corporation, Limited, Company Registration No. 193200032W). Potential investors should read the Prospectus for details on the Fund before deciding whether to subscribe for, or purchase units in, the Fund.
- The value of the units in the Fund and the income accruing to the units, if any, may fall or rise. Please refer to the Prospectus and Product Highlights Sheet of the Fund for the name of the Fund Manager and the investment objectives, as well as more details on the key product features and risks of the Fund.
- Dividends will be distributed to investors at the absolute discretion of Lion Global Investors. In the event interest income and/or capital gains are insufficient, dividends may be distributed from the capital. Declaration and/or payment of distributions (whether from interest income, capital gains and/or capital) may have the effect of lowering the Net Asset Value (NAV) of the relevant Class
- This information is intended for general circulation only. It does not consider the specific investment objectives, financial situation or needs of the individual.
- Before you make an investment, you should speak to your Personal Financial Consultant who will assess whether the products are suitable for you based on your investment objectives, financial situation or needs.
- If you choose not to do so, you should consider if the investment product is suitable for you.
- The Bank, its related companies, their respective directors and/or employees (collectively “Related Persons”) might have future interests in the investment products or the issuers mentioned herein. Such interests include effecting transactions in such investment products and providing broking, investment banking and other financial services to such issuers. The Bank and its Related Persons may also be related to, and receive fees from, providers of such investment products.
- We are not making an offer, soliciting to buy or sell, subscribing to any security or financial instrument, entering into any transaction or participating in any trading or investment strategy with/for you through this document.
- We do not guarantee the accuracy of this information at any time. All of the information here may change at any time without prior notice.
- We are not responsible for any loss or damage arising from this information.
- Investment involves risks. Past performance figures, predictions or projections are not necessarily indicative of future or likely performance.
- Past performance of the Fund Manager is not necessarily indicative of future or likely performance of the Fund.
- Any reference to a company, financial product or asset class is used for illustration purposes and does not represent our recommendation in any way.
- The information in this document must not be reproduced or shared without our written agreement
- The content above is either written by OCBC Wealth Management or a third party commissioned by Oversea-Chinese Banking Corporation Limited (“OCBC Bank”, “us”, “we” or “our”). Some of the contents are summaries of the investment ideas and recommendations set out in research reports disseminated by OCBC Bank and its respective associated and connected corporations ("OCBC Group"). For any interest that OCBC Group might have in the securities and/or issuers of the securities, you may contact us.
- Where the contents have not been identified as summaries of the investment ideas and recommendations set out in research reports disseminated by the OCBC Group, the information is not intended to constitute research analysis or recommendation and should not be treated as such.
- All figures provided are for illustration purposes only. Actual figures may vary or differ depending on the actual circumstances.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
Information presented as at 22 January 2021.
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