Now you can invest in the rising power of the Renminbi (RMB) with Lion Global Investors under our RMB Qualified Foreign Institutional Investors (RQFII) quota.
Key reasons to invest in LionGlobal RMB Quality Bond Fund
Gain from China's long-term growth opportunities
The world’s second largest economy growing at 7.4% per year1 has a long-term growth potential that can present possible capital gains.
| 1 Source: Accumulated gross domestic product growth rate, National Bureau of Statistics of China, as at December 2014.
Access to a vast and growing onshore market
Through the RQFII scheme, you can now participate in the huge and growing domestic bond market offering a diverse base of instruments to capture opportunities arising from government-driven market developments.
Lower your credit risk with high quality bonds
Credit risk is lowered as we select only high quality bonds to maintain an average portfolio rating of BBB-2 or higher as these are less likely to default.
| 2 As measured by international rating agencies S&P, Moody’s and Fitch. In the event that a bond is not rated by any of these rating agencies, the Manager will use its internal credit rating.
Get better value against bonds from developed markets
China onshore bonds issued by the government present significantly higher yields than other major bond markets.
| 3 Indicative gross yield in RMB terms and before tax, as at 6 March 2015. The gross weighted average yield of the fund is based on the model portfolio holdings of bonds with duration of 4.18 years and is not representative of the actual portfolio. Past performance is not indicative of future performance.
Benefit from a rising RMB
The RMB has overtaken the Euro to become the second-most used currency in global trade finance, behind the USD4. As China opens up its capital markets to foreign investors and the RMB continues its rise as an international currency, the RMB is widely expected to appreciate in the long term. The rising RMB against other Asian currencies could potentially boost your total returns.
| 4 Source: SWIFT Watch, as at October 2013.
Expert management by Lion Global Investors
|Over 29 years of expertise in managing Asian bonds and equities including China A-shares equities|
|Won more than 130 industry awards in 16 years5|
|One of Southeast Asia’s largest asset managers with group assets under management of S$35.6 billion, as at 31 March 2015|
|Subsidiary of OCBC Bank, consistently ranked among the world’s strongest and safest banks by leading market research firms and publications|
| 5 Full information is available on www.lionglobalinvestors.com.
LionGlobal RMB Quality Bond Fund
Suitable for investors with relatively conservative risk appetite seeking capital growth and low volatility returns
|Managed by Lion Global Investors through a RMB 1 billion quota issued by the State Administration of Foreign Exchange under China’s RQFII scheme|
|Objective:||To achieve total return of capital growth and income over the medium to long term through investments in fixed income instruments|
|Min initial investment (class A):||RMB 5,000 / USD 1,000 / SGD 1,000|
|Min subsequent investment:||RMB 500 / USD 100 / SGD 100|
|Subscription mode:||Cash, SRS|
|Initial sales charge
|Up to 3%|
|Management fee (class A):||0.75% p.a.|
|Risk category:||Low to medium risk|
Lion Global Investors Limited (the “Manager”) is a company incorporated in Singapore and a member of the OCBC group. This publication is for information and for use by professional investors only. It is not an offer or solicitation for the purchase or sale of any securities/investments and does not have regard to your specific investment objectives, financial situation or particular needs. All applications for units in the Fund must be made on application forms accompanying the prospectus. You should read the prospectus for details, available from Lion Global Investors or any of its approved distributors, before deciding whether to invest in the Fund. Investments in the Fund are not obligations of, deposits in, guaranteed or insured by Lion Global Investors or any of its affiliates and are subject to investment risks including the possible loss of the principal amount invested. The value of units in the Fund and the income accruing to the units, if any, may rise or fall. 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 Fund. Any opinion or view presented is subject to change without notice. Accordingly, no warranty is given and no liability is accepted for any loss arising directly or indirectly as a result of you acting on any information, opinion, forecast, or estimate contained herein. You may wish to seek advice from a financial adviser before making a commitment to purchase the Fund. In the event that you choose not to seek advice from a financial adviser, you should consider carefully whether the Fund is suitable for you. Lion Global Investors Limited is not related to any corporation or trading entity that is domiciled in Europe or the United States (other than entities owned by its holdings companies).