This section highlights funds in key regions and strategies that have delivered the strongest risk-return over the last 12 months. The list is based on the 1-year Sharpe Ratio*, while also taking the Morningstar Ratings into consideration.

* Funds showcased in the Focus Funds List have been selected based on 1-year Sharpe Ratio and Morningstar ratings as provided by Morningstar as of 31-July-2024. Performance numbers provided are as-of 31-August 2024. The focus funds list is provided for information purposes only and does not constitute any offer or solicitation to buy into the funds and does not consider suitability of the individual.

Equity - US: BGF US Growth A2 USD

Why BGF Growth A2 USD:

• Style consistent, long-term capital appreciation through a concentrated portfolio of U.S large cap companies with sustainable high growth.
• Targets companies in three types of business: dominant players with sizeable market share, compounding growers trading in temporary lulls and more economically sensitive companies taking advantage of industrial tailwinds.
• Compact portfolio of 25-45 aggressive growth companies based on the Russell 1000 Growth Index benchmark.

Equity - Europe: ESIUT Pan European Fund S$

Why ESIUT Pan European Fund S$:

• The fund invests in a concentrated portfolio of high-quality, sustainable companies with strong competitive advantages, or "economic moats", to protect their profitability.
• The fund manager seeks businesses where short-term disruptions have created clear valuation opportunities.
• This powerful combination of quality and value has the potential to deliver strong long-term growth for investors looking to diversify to Europe, a diverse and dynamic market with highly innovative and competitive companies.

Equity - Asia: Eastspring Asian Low Volatility Eq Adm USD

Why Eastspring Asian Low Volatility Eq Adm USD:

• Resilience: The Fund allows investors to stay invested throughout investment cycles as a low volatility strategy is relatively more resilient than broader Asian equities.
• Income: As of 1 March 2024, the Fund made a historical distribution payout of 6.00% p.a.*, which helps to serve as a cushion against the current in¬flationary environment.
• Differentiated: The Fund selects stocks on a combination of factors, not just the low volatility factor. This approach has proven to be effective in minimizing volatility at the portfolio level.
• Expertise: The Fund is managed by an experienced team, who have been managing Low Volatility equities since 2013. The strategy’s AUM is USD 604 million as of 31 July 2024.

Equity - Japan:NikkoAM Japan Dvd Eq Hedge SGD

Why NikkoAM Japan Dvd Eq Hedge SGD:

• A high conviction and concentrated portfolio of around 50 – 60 carefully selected stocks for a core exposure in Japan equities
• Long track record of more than 10 years in managing this Fund, which was incepted since July 2013
• Provide investors with monthly distribution payouts of 5% to 7% of NAV per unit, monthly distribution

Equity - Emerging Markets: Allspring Emerging Mkts Eq Inc A Dis USD

Why Allspring Emerging Mkts Eq Inc A Dis USD:

• Provides diversified exposure to sustainable-yielding emerging market equities by:
  o Pursuing an active top-down, bottom-up strategy to identify companies with sustainable dividend yields and strong earnings growth
  o Sector and country rotation which offers substantial opportunities and diversification
  o Focus on both capital appreciation (multi re-rating, earnings growth) and shareholder yield (cash dividends, stock buybacks, spin-offs)
• Compelling long-term performance record with attractive upside/downside capture and consistent positive excess return since inception in 2012

Equity - Global: Fullerton Lux Gbl Absolute Alpha A Acc SGD

Why Fullerton Lux Gbl Absolute Alpha A Acc SGD:

• A high conviction (30-40 stocks) global equities strategy focused on investing in four types of growth companies – Quality Growth, Defensive growth, Structural Growth, Cyclical Growth – to achieve >8% p.a. target returns over a market cycle.
• Risk aware and control (can hold up to 49% cash if required) and index hedges via EPM (Efficient portfolio management) allowance, target distribution rate of 2% p.a. with discretionary bonus dividend at year-end.
• Provide alternate view and diversification and lower the risk-reward ratio via use of cash and investment discipline to close position compared to traditional long only equity fund.
• Excellent track record with positive double digit returns since inception. 21.6%p.a since inception (May 2024, share class I, gross of fees)
• Risk – suitable for client with moderate to aggressive risk profile with a long-term investment tenor view.

Equity - Sector funds: Janus Henderson Horiz Gbl Tech Leaders A2 Acc U$

Why Janus Henderson Horiz Gbl Tech Leaders A2 Acc U$:

• Actively targets innovation and future leaders across powerful secular tech growth themes.
• AI is latest wave of computing. Generative AI will define the next decade and disrupt many industries.
• Bottom-up approach with a thematic overlay targeting more consistent returns.

Energy & Commodities: SISF Global Gold HA Acc SGD

Why SISF Global Gold HA Acc SGD:

• Equity investing in the gold industry through active stock selection, active marketing time by using cash, currency and equity hedges, and the ability to hold physical gold and silver.
• Unconstrained and dynamic approach – combining bottom-up company analysis with top down commodity and EM country investment conclusions
• The fund sees gold as a good hedge against both Central Bank credibility, inflation and currency risks.

Alternative: BSF Systematic Asia Pac Eq Absolute Return A2 U$

Why BSF Systematic Asia Pac Eq Absolute Return A2 U$:

• Provides unique alpha opportunities in the Asia Pacific market, a region that has growing data availability, low correlation to asset classes, and wide regional breadth
• Employs a systematic process leveraging traditional and alternative data sets together with human insight, creating a geographically diversified solution that takes advantage of market upsides while limiting downside risk
• Provides investors exposure to stock-specific risk in a risk-controlled manner through diversifying the portfolio’s stock positions widely

Multi-Asset: AB SICAV I AllMktIncPort AX S$

Why AB SICAV I AllMktIncPort AX S$:

• Achieve the objectives of income, return and stability through an unconstrained Portfolio investing across a broad universe of global fixed income, global equities, and non-traditional assets.
• Stable, attractive income of about 8% p.a., distributed monthly.
• Active asset allocation to manage Portfolio risk and enhance outcome; outperformed the peer average of Morningstar USD Moderate Allocation Category YTD, over 1Y and 3Y (as of July 31, 2024).

Investment Grade: Allianz Floating Rate Notes Plus AMg U$

Why AB SICAV I AllMktIncPort AX S$:

• Achieve the objectives of income, return and stability through an unconstrained Portfolio investing across a broad universe of global fixed income, global equities, and non-traditional assets.
• Stable, attractive income of about 8% p.a., distributed monthly.
• Active asset allocation to manage Portfolio risk and enhance outcome; outperformed the peer average of Morningstar USD Moderate Allocation Category YTD, over 1Y and 3Y (as of July 31, 2024).

Investment Grade: Allianz Floating Rate Notes Plus AMg U$

Why Allianz Floating Rate Notes Plus AMg U$:

• Aims to outperform cash rate – Secured Overnight Financing Rate (SOFR) over market cycles
• Designed to operate in both Investment Grade and High Yield markets, while the fund seeks to maintain an average investment grade credit rating
• Annualised distribution yield of 6.11% for the USD monthly distribution shareclass (as at Aug 2024)

High Yield: Fid EuroHighYield A-MDIST EUR

Why Fid EuroHighYield A-MDIST EUR

• Long heritage of investing within the European High Yield space with more than two decades of track record (fund launch date: 26-Jun-2000)
• Backed by Fidelity’s depth and breadth of investment resources, tapping on credit research team and specialist traders in uncovering high conviction opportunities within the European High Yield universe
• Strong and consistent performance, with the Fund being in the 1st quartile since inception within the Morningstar EAA Fund EUR High Yield Bond peer group

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