Standard Chartered Securities in partnership with Fullerton Fund Management (Fullerton) is introducing the Fullerton SGD Heritage Fund Series, comprising the Fullerton SGD Heritage Income, Heritage Balanced, and Heritage Growth funds.
Over 180 clients attended a seminar in conjunction with the introduction of the funds which was hosted at the Indera Samudra Grand Hall of The Empire Hotel & Country Club last night.
Chief Executive Officer (CEO) of Standard Chartered Securities Brenda Low welcomed guests during the fund launch.
Brenda Low in her welcoming remarks said with lifespans doubling around the world, people are living longer, sometimes longer than they may have planned for, and globally people will outlive their savings by at least 10 years.
“As such, retirement planning is an important topic where Standard Chartered Securities can help clients with financial solutions to look forward to an enjoyable longer life on their own terms,” she said.
Chief Business Development Officer of Fullerton Fund Management Mark Yuen was also present.
He said that to be the fund manager of choice for Bruneian investors, it is important to have products with compelling features and performance.
He said, “For Fullerton, we place equal importance to form strong partnerships with our distribution partners who share our beliefs and values. Standard Chartered Bank is a key distribution partner for Fullerton, and we couldn’t have found a better partner for this launch than Standard Chartered Bank which shares our deep desire to create carefully crafted retirement solutions for investors.”
The three Singapore-centric multi-asset solutions with varying asset allocation and income pay-out aim to generate regular income and potential long-term capital appreciation.
The latest range of funds from Fullerton is the first to be available in Brunei Darussalam with Standard Chartered Securities as the sole distributor.
During the evening’s programme, Assistant Vice President, BD, Retail Sales, Fullerton Fund Management Sam Ye delivered a presentation on ‘Part 1: Retirement of ‘How would you like your retirement income to be?’ while Assistant Vice President, Multi-Asset Co-Portfolio Manager, Heritage Series, Fullerton Fund Management Lee Guoquan presented on ‘Part 2: Solutions’.
The presentation focussed on investment strategies and outlook on the Fullerton Funds registered in Brunei and provided insights for those who are interested to prepare for their retirement.
Fullerton, a Singapore-grown, world-class fund management house, looks to build on its heritage and leverage its investment expertise to create value for investors.
The Fullerton SGD Heritage funds are designed for investors planning for their retirement. The three sub-funds have different strategic asset allocations between equities and fixed income to cater to different risk return profiles.
Fullerton seeks to enhance its investment proposition through outcome-driven and diversified investment solutions governed by strong risk management.
The Fullerton SGD Heritage Income fund will invest around 80 per cent in a diversified portfolio of bonds and about 20 per cent in REITs.
The Fullerton SGD Heritage Balanced fund will mostly invest in an equal proportion of stocks and bonds, and lastly, the Fullerton SGD Heritage Growth fund will invest around 80 per cent in a diversified portfolio of growth securities and 20 per cent in bonds. Monthly distribution is available for all three funds.
The funds will be managed by Fullerton’s experienced Multi-Asset team led by Vincent Chan who has over 30 years of investment experience. The Multi-Asset team will also be supported by the breadth and depth of other investment teams at Fullerton. Based out of Singapore, the Fullerton investment team focusses on generating performance through active management.
A similar seminar was held earlier this week for clients in Kuala Belait at the Grand Ballroom of V-Plaza Hotel.