UOBAM Fund LaunchContact Us Contact Us
FEATURED FUNDS FROM UOB ASSET MANAGEMENT (UOBAM)
|United Sustainable Credit Income Fund (USCIF)
|United SGD Fund (USF)
|United Global Quality Growth Fund (UGQGF)
|United Global Healthcare Fund (UGHF)
The Fund seeks to achieve income with the prospect of capital growth from a multi sector portfolio of fixed income instruments. It invests in the shares of RobecoSAM SDG Credit Income Fund (underlying fund) which provides a diversified exposure to the global credit markets and aims to maximize income throughout the credit cycle.
|Attractive Regular Income – Optimises income opportunities across the global credit market for the fund to achieve a stable monthly pay-out1.
|Unconstrained and Disciplined Approach – Adopts a prudent approach in bottom-up credit selection for flexible portfolio exposures across ratings, sectors or regions, throughout the credit cycle, not determined by any benchmark.
|Positive Contribution Towards the United Nations Sustainable Development Goals (SDGs) – Applies a proprietary measurement framework to quantify companies’ contributions to the 17 UN SDGs to mitigate risk and enhance long-term returns.
The Fund aims to achieve a yield enhancement over Singapore dollar deposits with a long-term view to preserve capital by investing substantially all of its assets in money market and short term interest bearing debt instruments and bank deposits.
|High Quality Bonds – Invests mainly in investment grade bonds, with an average portfolio rating of BBB+.
|Focus on Short Duration – Price stability is maintained by the Fund’s focus on short duration. Invests in bonds maturing/callable/puttable on rolling 3 years to enhance overall return. Effective duration: 1.60 years.
|Singapore Dollar (SGD) Hedge – Hedge all non SGD exposures back to Singapore dollar to minimize foreign currency risk.
The Fund seeks to provide long-term total return by investing in equity and equity related securities of companies listed and traded on stock exchanges globally that have strong business fundamentals while focusing on downside mitigation and use of ESG insights for risk management and alpha generation.
|Focus on Quality, Growth, Valuation & Capital Return – Emphasis on high-quality and growth-oriented companies. Companies that historically provided excess returns on shareholders’ capital and trade at discount to the market.
|Disciplined Risk Management – Active portfolio management. Invests in companies with high active share ownership and eliminates those with negative earnings.
|Proven Track Record – Relative outperformance has been largely contributed by good stock selection. Strong investment track record since inception.
The Fund aims to achieve long term capital growth by investing in securities issued by companies principally involved in the development, production or distribution of products, equipment and/or services related to healthcare, in any part of the world.
|Demographic Shift – Healthcare needs are likely to keep rising. Healthcare spending will likely increase further with aging population.
|Emphasis on Innovation – Invests in companies that show promise to advance biopharmaceutical development. Breakthrough advancement in drug discovery tools and technologies.
|Structural Changes to Healthcare Delivery – Invests in a shift from fee-for-service to fee-for-value theme. Lower costs, better care and more efficient spending.