High-conviction global growth stocks portfolio adaptive to market conditions
Tightly curated portfolio of global growth-oriented stocks that seeks to achieve positive long-term returns across market conditions
Introducing Fullerton Lux Funds – Global Absolute Alpha
The Fund seeks to generate long-term positive return by investing in a portfolio of a relatively small number of high-conviction stocks globally. The Fund may also invest up to 35% of its NAV in China “A” shares.
In addition, the Fund’s A (SGD) Dist share class is designed to provide investors with regular as well as potential bonus distributions. The A (SGD) Dist share class is exclusively distributed by GROW with Singlife.
About the Fund
Fullerton Lux Funds – Global Absolute Alpha is a flexible, long-only global equity fund which seeks to achieve long-term capital growth and income. It may utilise derivatives and cash to preserve capital during market downturns.
Best ideas among wide range of investment opportunities globally
Unlike regional equities, global stocks offer exposure to top-performing global companies and key pioneers in sectors like information technology, artificial intelligence and healthcare, as well as established consumer goods and services brands with an international footprint
Adaptive to opportunities and changing market conditions
The portfolio is actively managed by Fullerton’s experienced investment team to invest only in the best stock ideas across the globe, deftly managed to seize market opportunities and navigate through market turbulence.
Risk conscious
- The downside risks of each stock idea are considered when determining its investment potential
- Cash and derivatives are also tactically utilised at the portfolio level to actively manage its market exposure
Regular and bonus distributions1
The A (SGD) Dist share class seeks to make regular as well as potential bonus distributions
1 Distributions may be declared at the absolute discretion of Fullerton and are not guaranteed. Bonus distributions are contingent upon the Fund’s annual returns and are not assured.
Growth characteristics of an investable company
Quality growth
Sustainable earnings growth driven by quality business franchise
Defensive growth
Low earnings growth rate and low earnings volatility
Structural growth
High earnings growth rate due to structural changes
Cyclical growth
High earnings growth rate but earnings are cyclical in nature
Fullerton Lux Funds - Global Absolute Alpha A (SGD) Dist
Grow with Singlife is our exclusive distributor of
Fullerton Lux Funds – Global Absolute Alpha A (SGD) Dist.
Please reach out to your Relationship Manager to find out more.
Note: Only class A shares of the Fund are available to Singapore retail investors.
Disclaimer
This publication is for information only and your specific investment objectives, financial situation and needs are not considered here. The value of units in the Fund and any accruing income from the units may fall or rise. Any past performance, prediction or forecast is not indicative of future or likely performance. Any past payout yields and payments are not indicative of future payout yields and payments. Distributions (if any) may be declared at the absolute discretion of Fullerton Fund Management Company Ltd (UEN: 200312672W) (“Fullerton”) and are not guaranteed. Distribution may be declared out of income and/or capital of the Fund, in accordance with the offering documents. Where distributions (if any) are declared in accordance with the offering documents, this may result in an immediate reduction of the net asset value per unit in the Fund. Applications must be made on the application form accompanying the offering documents, which can be obtained from Fullerton or its approved distributors. You should read the offering documents and seek advice from a financial adviser before investing. If you choose not to seek advice, you should consider whether the Fund is suitable for you. The Fund may use or invest in financial derivative instruments. Please refer to the offering documents of the Fund for more information.
For Singapore Investors:
Certain share classes of the Fund (I share classes) (the “Restricted Classes”) have been entered onto the list of restricted schemes maintained by the Monetary Authority of Singapore for purpose of restricted offer in Singapore pursuant to the Securities and Futures Act, Chapter 289 of Singapore (“SFA”). The Restricted Classes are not authorised or recognised by the Monetary Authority of Singapore and these units or shares in the Fund are not allowed to be offered to the retail public. This publication is not a prospectus as defined under the SFA and accordingly, statutory liability under the SFA relating to the content of prospectuses would not apply. The offering documents or any other publication in connection with the offer of the Restricted Classes may not be distributed, whether directly or indirectly, to any person except in accordance with the restrictions and conditions under the SFA. You are required to comply with the restrictions and conditions under the SFA in relation to the offer, holding and subsequent transfer of your units or shares in the Fund.
Exclusively distributed by:
