Schroder Investment – Schroder Singapore Trust Fund

Schroder Investment – Schroder Singapore Trust Fund Review

Fund objective

Schroder Investment – Schroder Singapore Trust Fund aims to achieve long-term capital growth primarily through investment in securities of companies listed on the Singapore Exchange Securities Trading Limited (”SGX-ST”). The portfolio of the Fund will be broadly diversified with no specific industry or sectoral emphasis.

Investment Strategy

Schroder Investment – Schroder Singapore Trust Fund investment approach is based on the belief that fundamental analysis of companies using local research resources provides a competitive advantage and that companies with a consistent or improving shareholder value creation profile produce superior stock market returns over the longer term.

Who is Schroder Investment – Schroder Singapore Trust Fund suitable for?

Schroder Investment – Schroder Singapore Trust Fund is only suitable for investors who:

• seek long-term capital growth
• seek regular income through quarterly distributions

Dividend or Income payout frequency: Quarterly or Accumulating

For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.

What are the key risks of Schroder Investment – Schroder Singapore Trust Fund?

The value of Schroder Investment – Schroder Singapore Trust Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.

Some of the key risks associated with Schroder Investment – Schroder Singapore Trust Fund are described below:

Market and Credit Risks

• You are exposed to market risk

Liquidity Risks

• The Fund is not listed in Singapore and you can redeem only on Dealing Days
• You may be exposed to liquidity risk

Product-Specific Risks

• You are exposed to equity risk
• You are exposed to financial derivatives risk
• You are exposed to currency risk
• You are exposed to risks relating to distributions

Investment Fees and Charges

For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.

Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.

Where can I get more details about Schroder Investment – Schroder Singapore Trust Fund

• Schroder Investment – Schroder Singapore Trust Fund Fact Sheet (Open in New Window)
• Schroder Investment – Schroder Singapore Trust Fund Product Highlight Sheet (Open in New Window)
• Speak to a licensed licensed financial adviser

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