Flexible income solution that caters to your changing needs
Competitive multi-asset solution that combines compelling income opportunities in Asian bonds and REITs, with diversified capital growth opportunities in global equities, to generate a potentially higher level of regular payouts
Introducing Fullerton MoneyOwl WiseIncome
The Fund seeks to generate regular income and long-term capital appreciation from a diversified portfolio mix of primarily Asian bonds, global equities and REITs.
The Fund may invest in foreign currency denominated bonds, with currency exposure generally hedged back to SGD.
About the Fund
Fullerton MoneyOwl WiseIncome is designed and managed to potentially deliver regular payouts with moderate downside risk.
The Fund offers flexible income options to investors seeking moderate or higher level of regular payouts1 from both underlying income and capital gains. Or reinvest the payouts for growth-oriented investors.
Growth potential of global equities
Global developed markets offer a multitude of growth companies that are benefitting from certain long-term structural trends, such as those in lifestyle changes, new technology, healthcare and green sectors.
Best-in-class investment strategies
Pairing of an experienced asset manager in Asian bonds and S-REITs, with cost efficient equity strategies that provide exposure to broad-based, long-term growth trends.
The Fund has a competitive fee structure among mixed-asset funds2, leaving more capital invested to compound in value.
1. Payout for R1 share class fixed at 8% p.a., paid quarterly. Please refer to the below disclaimer for more disclosures on the Fund’s distribution policies.
2. Source: Morningstar Direct, as of 31 December 2020. Morningstar universe includes 104 ‘Allocation’ and ‘Target Date’ funds under the EAA Morningstar category, with available management fee data that are registered for sale in Singapore.
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"), except for fixed payouts, and are not guaranteed. Distribution may be declared out of income and/or capital of the Fund, in accordance with the prospectus. The potential distribution out of capital is expected to be more substantial for fixed 8% p.a payout class. Where distributions (if any) are declared in accordance with the prospectus, 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 prospectus, which can be obtained from Fullerton or its approved distributors. You should read the prospectus 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 prospectus of the Fund for more information.
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