UOBAM Fund Launch

Investing to build a better world

UOB Asset Management (UOBAM) is a leading Asia-based asset manager with over 30 years of investment experience and more than 90 investment professionals across Asia, committed to promoting investment excellence, driving innovation and embracing sustainability.

Sustainable investing for a better tomorrow

Investing for profit and purpose while shaping a better world for future generations.

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)

Why invest in United Sustainable Credit Income Fund?

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.

KEY HIGHLIGHTS
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.

1 The distributions are based on the net asset value (NAV) per unit of the relevant Distribution Class as at the last business day of every month. Investors should note that the intention of the Managers to make the distribution is not guaranteed. The Managers reserve the right to vary the frequency and/or amount of distributions. If a dividend distribution is made, it should not be taken to imply that further distributions will be made. Distribution may be made out of the income, capital gains or capital of the relevant Distribution Class. Investors should also note that the paying of distributions may have the effect of lowering the NAV of the Fund.

Why invest in United SGD Fund?

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.

KEY HIGHLIGHTS
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.

Why invest in United Global Quality Growth Fund?

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.

KEY HIGHLIGHTS
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.

Why invest in United Global Healthcare Fund?

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.

KEY HIGHLIGHTS
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.

Fund Fact Sheets

For more in-depth information on the UOB Asset Managements fund, visit our Fund Library to gain access to the individual fund fact sheets and strategies.

Reach Us To Find Out More

Call 265 8000 or click here to make an appointment with one of our licensed Relationship Managers or Wealth Consultants to find out more.

Terms and Risk Disclosures
Important Notice & Disclaimers: This document is for general information only. It does not constitute an offer or solicitation to deal in units in the Fund (“Units”) or investment advice or recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. The information is based on certain assumptions, information and conditions available as at the date of this document and may be subject to change at any time without notice. No representation or promise as to the performance of the Fund or the return on your investment is made. Past performance of the Fund or UOB Asset Management Ltd (“UOBAM”) and any past performance, prediction, projection or forecast of the economic trends or securities market are not necessarily indicative of the future or likely performance of the Fund or UOBAM. The value of Units and the income from them, if any, may fall as well as rise, and is likely to have high volatility due to the investment policies and/or portfolio management techniques employed by the Fund. Investments in Units involve risks, including the possible loss of the principal amount invested, and are not obligations of, deposits in, or guaranteed or insured by United Overseas Bank Limited (“UOB”), UOBAM, or any of their subsidiary, associate or affiliate (“UOB Group”) or distributors of the Fund. The Fund may use or invest in financial derivative instruments and you should be aware of the risks associated with investments in financial derivative instruments which are described in the Fund’s prospectus. The UOB Group may have interests in the Units and may also perform or seek to perform brokering and other investment or securities-related services for the Fund. Investors should read the Fund’s prospectus, which is available and may be obtained from UOB Asset Management (B) Sdn Bhd (“UOBAMB”) or UOBAM or any of its appointed agents or distributors, before investing. You may wish to seek advice from a financial adviser before making a commitment to invest in any Units, and in the event that you choose not to do so, you should consider carefully whether the Fund is suitable for you. Applications for Units must be made on the application forms accompanying the Fund’s prospectus. This advertisement has not been reviewed by the Monetary Authority of Singapore and Brunei Darussalam Central Bank. UOB Asset Management (B) Sdn Bhd, Company Registration. No. RC/00006952/2007. UOB Asset Management Ltd, Company Registration. No. 198600120Z
Potential investors are required to complete a client risk profiling assessment to understand their risk appetite before taking up any investment products. This is not a prospectus but an advertisement and investors should not subscribe for any investment referred to in this advertisement except on the basis of information in the prospectus.
Standard Chartered Securities (B) Sdn Bhd is incorporated in Brunei Darussalam with limited liability by the Registrar Of Companies Reference Number RC20001003 and is licensed by the Brunei Darussalam Central Bank and authorised to conduct Islamic investment business through an Islamic window.