Smart Diversification Starts Here: Build a Resilient Portfolio with Lion Global Investors Funds

Never miss an idea! Stay updated with the latest investment news and insights! Join our Telegram channel here and follow us on Instagram here!

---

Your Portfolio Toolkit: Core Funds to Consider

LionGlobal Asia Pacific Fund

Strategy: This fund provides exposure to high-conviction equity opportunities across Asia Pacific ex-Japan with the aim of achieving long-term capital appreciation. The portfolio focuses on companies poised to benefit from structural trends like digital innovation, rising consumption, and sustainability.

Why it matters: Investors gain access to one of the world’s fastest-growing regions with professional stock selection and risk-managed exposure.

Top holdings (As of 31 Mar 2025): Taiwan Semiconductor Manufacturing Co Ltd, Tencent Holdings Ltd, Alibaba Group Holding Ltd, Samsung Electronics Co Ltd, and DBS Group.

Assets Under Management (AUM): SGD 840.18 million (As of 31 Mar 2025)

Available Fund Classes & Latest Performance (Updated as of 14 May 2025):

Fund Class	Year to Date Return*	1 Year Return*	5 Year Return*	Dividend Yield
LionGlobal Asia Pacific SGD	0.03%	5.18%	5.08%	N.A.
LionGlobal Asia Pacific USD	5.48%	11.22%	7.24%	N.A.

*The return figures in the table above are calculated using bid-to-bid prices in terms of the respective fund currencies, with any income or dividends reinvested. Performance figures of over 1 year are annualised.(E.g. A 33.1% gain in 3 years works out to a 10% gain per year when annualised.)

---

LionGlobal New Wealth Series – All Seasons Fund

Strategy: A globally diversified multi-asset portfolio tailored to different risk appetites. The fund invests in a diversified portfolio of active funds and ETFs with the aim of generating capital appreciation over the long term. The strategy targets a below-average level of portfolio risk and will be invested in a mix of asset classes that aims to suit an investor with a below-average tolerance for risk.

• Growth Class: Targets capital appreciation with about 70% equity and 30% fixed income allocation
• Standard Class: Targets capital appreciation with about 30% equity and 70% fixed income allocation

Why it matters: These funds provide a solid core for any portfolio, blending equity growth with fixed income resilience in a single professionally managed solution.

Top holdings (As of 31 Mar 2025): Lionglobal Asia Pacific Fund, Vanguard S&P 500 UCITS ETF, Lionglobal Short Duration Bond Fund, and DB X-Trackers Euro Stoxx 50 UCITS ETF DR.

AUM: About SGD 264 million (Combined, as at 31 Mar 2025)

Available Fund Classes & Latest Performance (Updated as of 14 May 2025):

Fund Class	Year to Date Return*	1 Year Return*	5 Year Return*	Dividend Yield
LionGlobal New Wealth Series - LionGlobal All Seasons Fund (Growth) Cl Acc SGD	0.89%	6.06%	7.58%	N.A.
LionGlobal New Wealth Series - LionGlobal All Seasons Fund (Standard) Cl Acc SGD	1.73%	6.26%	3.98%	N.A.

*The return figures in the table above are calculated using bid-to-bid prices in terms of the respective fund currencies, with any income or dividends reinvested. Performance figures of over 1 year are annualised.(E.g. A 33.1% gain in 3 years works out to a 10% gain per year when annualised.)

---

LionGlobal Short Duration Bond Fund

Strategy: This fund invests in high-quality, short-duration bonds with lower sensitivity to interest rates. The aim is to provide total return of capital growth and income over the medium to long term through an actively managed portfolio of Singapore and international bonds, high-quality interest rate securities and other related securities. There is no target industry or sector.

• A Acc classes (SGD / USD-H): Reinvest income for compounding.
• A Dis / MDIS SGD: Offers regular payouts for income-focused investors.

Why it matters: A defensive anchor in any portfolio, offering lower volatility and consistent returns, even in rising interest rate environments.

AUM: Over SGD 1 billion (As at 31 Mar 2025)

Available Fund Classes & Latest Performance (Updated as of 14 May 2025):

Fund Class	Year to Date Return*	1 Year Return*	5 Year Return*	Dividend Yield#
LionGlobal Short Duration Bond A Acc SGD	1.49%	4.50%	2.30%	N.A.
LionGlobal Short Duration Bond A Acc USD-H	2.01%	6.11%	N.A.	N.A.
LionGlobal Short Duration Bond A Dis SGD (Quarterly Payout)	1.50%	4.51%	2.30%	3.51%
LionGlobal Short Duration Bond A MDis SGD (Monthly Payout)	1.49%	4.49%	N.A.	3.45%

*The return figures in the table above are calculated using bid-to-bid prices in terms of the respective fund currencies, with any income or dividends reinvested. Performance figures of over 1 year are annualised.(E.g. A 33.1% gain in 3 years works out to a 10% gain per year when annualised.)

^#The indicated yield is obtained by multiplying the most recent dividend paid and the dividend frequency, divided by the NAV value of the last working day of the previous month. Special dividend payouts will not be included. As dividends are not guaranteed and prices fluctuate, the indicated yield is not representative of future dividend yields. The yields displayed do not take into account ad-hoc dividend distributions declared by the fund managers, irregular dividend distributions, fund charges and foreign currency conversion.

---

Customised Portfolio for Every Investor

Lion Global Investors’ diverse fund offerings allow for portfolios that align with your unique goals and comfort with risk. Here’s how different combinations suit different investor types:

---

1. The Conservative Investor

Objective: Preserve capital, minimise risk, and generate income.
Suggested Allocation:

• 70% LionGlobal Short Duration Bond A Dis SGD OR LionGlobal Short Duration Bond A MDis SGD
• 30% LionGlobal New Wealth Series - LionGlobal All Seasons Fund (Standard) Cl Acc SGD

Why it works:
The bond fund anchors the portfolio with regular income and low volatility, while the All Seasons (Standard) provides a touch of equity exposure for gradual, inflation-beating growth. This combination prioritises security without fully sacrificing growth potential.

---

2. The Balanced Investor

Objective: Achieve moderate growth with manageable risk.
Suggested Allocation:

• 40% LionGlobal Short Duration Bond A Acc SGD OR LionGlobal Short Duration Bond A Dis SGD OR LionGlobal Short Duration Bond A MDis SGD
• 30% LionGlobal New Wealth Series - LionGlobal All Seasons Fund (Growth) Cl Acc SGD
• 30% LionGlobal Asia Pacific SGD

Why it works:
The portfolio balances capital preservation with long-term equity growth. The Short Duration Bond Fund adds stability, while the Growth fund and Asia Pacific equities provide higher return potential through diversification across asset classes and regions.

---

3. The Aggressive Investor

Objective: Maximise long-term capital appreciation.
Suggested Allocation:

• 20% LionGlobal Short Duration Bond A Acc SGD OR LionGlobal Short Duration Bond A Dis SGD OR LionGlobal Short Duration Bond A MDis SGD
• 40% LionGlobal New Wealth Series - LionGlobal All Seasons Fund (Growth) Cl Acc SGD
• 40% LionGlobal Asia Pacific SGD

Why it works:
Ideal for investors with a high risk tolerance and long investment horizon. This allocation skews heavily toward equities, especially in high-growth Asia Pacific markets. The small bond allocation offers liquidity and buffers extreme market swings, while the All Seasons fund adds global diversification.

---

Risks to Be Aware Of

It is important to understand that all investments in unit trusts carry inherent risks, including the potential for capital loss.

Here are some key risks retail investors should be aware of:

• Capital Risk: Unit trust investments are not capital guaranteed. The value of your investment can go up or down depending on market conditions.
• Dividend Risk: Although some of the funds aim to provide regular payouts, dividends are not guaranteed and may fluctuate depending on the performance of the underlying securities and the interest rate environment.
• Liquidity Risk: During periods of market stress or low demand, certain underlying assets may be difficult to sell quickly without affecting their market price.

As always, it is vital for investors to assess these risks against their own financial goals and risk tolerance, and to seek professional advice where needed.

---

Final Thoughts

Smart diversification starts with selecting the right tools. Lion Global Investors’ comprehensive range of funds gives investors the ability to build personalised portfolios that are resilient, strategically diversified, and aligned with their unique goals.

Whether you are building wealth, preparing for retirement, or seeking regular income, there’s a Lion Global Investors combination that is just right for you. Speak with your financial advisor today to start constructing your optimal portfolio. 

Ready to strengthen your portfolio? Speak with our licensed advisors at advisory@fundsupermart.com and take the first step toward a more resilient future.

📢 Exclusive Promotion: Invest in selected Lion Global Investors funds and earn up to SGD 100 cashback.
👉 Claim Your Cashback Here