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Like your favourite kopi, Fullerton SGD Heritage Funds are designed for every Singaporean

Robust blends of underlying assets that provide monthly payouts1 and potential capital appreciation

INCREASED regular fixed payouts at 5.5% p.a. for Fullerton SGD Heritage Income Fund classes B and B1 (US$-Hedged)2

Introducing the Fullerton SGD Heritage Series

Investing is like enjoying kopi—there is one for every palate and climate.

The Fullerton SGD Heritage Series is crafted to meet your appetite for retirement income, regardless of market conditions. Designed by homegrown investment experts, our robust funds can bring you monthly payouts1 and potential capital appreciation over the long run.

kopi_gao

Fullerton SGD Heritage Income Fund

kopi

Fullerton SGD Heritage Balanced Fund

kopi_po

Fullerton SGD Heritage Growth Fund

Why invest in the Fullerton SGD Heritage Series?

The fund series seeks to provide for your investment needs at life’s different stages, may it be to grow your capital for wealth accumulation, achieve a gao (“intense”) cash payout for retirement income, or somewhere in between. The Funds are conceptualised with the following considerations:

SGD currency

SGD-based solution that Singaporeans are more comfortable with

Yield

Ability to provide regular yield to support an active retirement lifestyle

Singapore properties

Quality real estate in land-scarce Singapore that generates steady rental yield

Capital gains

Some capital upside over time to build asset base and hedge against inflation

Fullerton SGD Heritage Income

Just like how Kopi Gao packs quite a punch, this fund delivers thick monthly payouts to boost your income.

chart_po_20190524105615565
legend-mobile-income
Click image to view details

piechart-heritage-income-1

SG Bonds

Offers a relatively steady stream of coupon payments in SGD. Generally less volatile than its global peers.

piechart-heritage-income-2

S-REITs

A liquid vehicle to invest in real estate. REITs generate a steady income stream for investors from the properties they own and manage, and offer some upside potential.

piechart-heritage-income-3

Asia Bonds

Investment-grade and high yield credit opportunities in the deep and fast-growing Asian credit market. Can offer a higher level of income than SG bonds.

Strategic Asset Allocation

For investors who favour income and downside risk protection. This fund invests in bonds and S-REITs to deliver an increased fixed payout of 5.5% p.a.2 or 8.8% p.a. S-REITs also offer limited potential capital appreciation.

For fund details, refer to the factsheet and product highlight sheet.

Fullerton SGD Heritage Balanced

Similar to the smooth and flavourful Kopi, you can enjoy both monthly payouts and potential capital appreciation with this well-balanced fund.

Kopi
chart_balanced_20190524105653472
legend-mobile-balance-growth
Click image to view details

piechart-heritage-balanced-1

SG Bonds

Offers a relatively steady stream of coupon payments in SGD. Generally less volatile than its global peers.

piechart-heritage-balanced-2

Asia Bonds

Investment-grade and high yield credit opportunities in the deep and fast-growing Asian credit market. Can offer a higher level of income than SG bonds.

piechart-heritage-balanced-3

Asia Stocks

Access the upside potential of companies that benefit from Asia’s long-term growth story, driven by the countries’ strong underlying fundamentals.

piechart-heritage-balanced-4

S-REITs

A liquid vehicle to invest in real estate. REITs generate a steady income stream for investors from the properties they own and manage, and offer some upside potential.

Strategic Asset Allocation

For investors who are looking for a proportionate blend of income and capital appreciation. This fund invests evenly in bonds and equities (including S-REITs). Historically, bonds have offered income and stability during market downturns. Equities and S-REITs provide potential capital appreciation and yield respectively.

For fund details, refer to the factsheet and product highlight sheet.

Fullerton SGD Heritage Growth

Like the rounded and mellow Kopi Po, this fund lets you savour potential capital appreciation with a taste of monthly income.

Po
chart_growthe_20190524105702456
legend-mobile-balance-growth
Click image to view details

piechart-heritage-growth-4

Asia Stocks

Access the upside potential of companies that benefit from Asia’s long-term growth story, driven by the countries’ strong underlying fundamentals.

piechart-heritage-growth-2

SG Bonds

Offers a relatively steady stream of coupon payments in SGD. Generally less volatile than its global peers.

piechart-heritage-growth-3

Asia Bonds

Investment-grade and high yield credit opportunities in the deep and fast-growing Asian credit market. Can offer a higher level of income than SG bonds.

piechart-heritage-growth-4

S-REITs

A liquid vehicle to invest in real estate. REITs generate a steady income stream for investors from the properties they own and manage, and offer some upside potential.

Strategic Asset Allocation

For investors who favour capital appreciation over income and can ride out short to mid-term market volatility. This fund invests primarily in equities and S-REITs for potential capital appreciation, supplemented with some income from S-REITs and bonds.

For fund details, refer to the factsheet and product highlight sheet.

Ready to discuss your retirement plans?

Standard Chartered Bank is our exclusive distributor for the Fullerton SGD Heritage Series. Please reach out to Standard Chartered Bank for further enquiries.

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Invest via bank's Online Unit Trust Platform

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Contact your
Standard Chartered Relationship Manager

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Call bank hotline at

1800 242-5333

For in-depth detail, refer to the fund prospectus.
1 For distributing units.
2 Fixed distribution rate of the Fullerton SGD Heritage Income Fund B and B1 (US$-Hedged) classes has been raised from 5% p.a. to 5.5% p.a. over 8 quarters, through bonus quarterly distributions of 0.5% p.a. starting from the calendar quarter ending December 2022. The last bonus quarterly distributions will be in September 2024 and fixed distributions will revert to 5% p.a starting from December 2024.

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"), except for fixed distribution payout, and are not guaranteed. The fixed distribution rate may not reflect the rate of return on your investments. Distribution may be declared out of income and/or capital of the Fund, this may result in an immediate reduction of the net asset value per unit in the Fund. Distribution out of capital may result in a partial return of your original investment and reduced future returns. 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.

Exclusively distributed by:

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Fullerton_Fund_Management
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