Eastspring Investments Global Balanced Target Return Fund

Overview

Optimise different market situations through global diversification

Risk buffer during volatile markets

Active rebalancing to optimise potential growth

Reasons to Invest

Markets are vulnerable to shocks, ranging from political instability, trade wars, economic slowdown and the recent Covid-19 pandemic. Given the possibilities of such volatile conditions, some investors are seeking solutions in active portfolio balancing strategies.

Source : Eastspring Investments, Bloomberg, MSCI Indices, data from 29 April 2010 to 29 April 2020. Please note that there are limitations to the use of such indices (index) as proxies (a proxy) for the past performance in the respective asset classes/sector. The historical performance or forecast presented is not indicative of and should not be construed as being indicative of or otherwise used as a proxy for the future or likely performance of the Fund.

Optimise different market situations through global diversification

The Fund invests in a diversified portfolio of local and/or foreign CIS which has exposure to different asset classes including but not limited to equities and fixed income securities.

Eastspring has access to a broad range of local and foreign CIS, exposing the portfolio to different markets and a bigger investment universe and allowing the fund managers to take advantage of different market scenarios.

Risk buffer during volatile markets

Fixed income securities or bonds are a good way to cushion volatility and provide yield.

Diversification to this asset class helps the Fund mitigate downside risk and provide opportunities to earn income from bonds.

Active rebalancing to optimise different market scenarios

The fund manager adopts active asset management in selecting the CIS, taking into consideration the macroeconomic trend globally and allocates the Fund’s investment based on the following asset allocation:

If and when the fund manager considers the market, economic, political or other conditions to be adverse to the Fund, the fund manager may take temporary defensive position to respond to those conditions and increase its cash holdings.

By actively managing and rebalancing the Fund’s portfolio given any market condition, the fund manager is able to potentially optimise the Fund’s ability for growth.