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LionGlobal Short Duration Bond

Medium RiskFixed Income
LionGlobal Short Duration Bond
Issued by:Lion Global Investors Ltd
Unit Price (NAV) : SGD
Minimum investment: SGD
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LionGlobal Short Duration Bond

LionGlobal Short Duration Bond

Fund Strategy

The Short Duration fund is a low-cost SGD bond fund with a defensive (low duration) positioning of between 1-3 years. It is benchmarked to the 12mth SGD Interbank Offer Rate (SIBOR) – 0.25% and is suitable for investors looking for a Fixed Deposit equivalent. It is managed from a SGD perspective with majority of securities being SGD denominated or SGD Hedged. There is no target industry or sector and while they may invest in sub-investment grade securities, the portfolio credit rating is maintained at BBB or better. Given liquidity preference, most of the bonds tend to be in the Financial or Real Estate sectors.

Why this Fund ?

  • 1. Suitable for investors looking for Fixed Deposit equivalent with a horizon > 1 year
  • 2. Low-cost SGD Bond Fund, investing across Singapore and international bonds predominantly in high quality instruments
  • 3. High sharpe ratio (1.45) with defensive/low duration positioning (2.18 years)

About Lion Global Investors Ltd

Lion Global Investors, a member of OCBC Group, is one of the largest asset managers in Southeast Asia, with assets of USD 50+ billion under management. They have managing collective investment schemes and discretionary funds in Singapore since 1987 and investment-linked product funds since 1996. They have 40 investment professionals with an average experience of 17 years in the financial industry, and more than half of their investment professionals hold a CFA designation. LGI's total headcount is 150, and they have 30+ experience in managing Asian equities and fixed income for retail and institutional investors.

Fact Sheets & Reports

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LionGlobal Short Duration Bond