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Heritage Series

Heritage Series
Title Heritage Series
Moderator Samantha Siew
Investment Advisor
Standard Chartered Bank Malaysia
Speaker(s) Vincent Chan
Head of Multi-Asset
Fullerton Fund Management
Key Takeaways 1. Safe assets underperformed in 2021

Over the long history, fixed income and REITs have been regarded as stable assets, and both are key components to Heritage Income investment objective in achieving capital preservation. However, the sell-off in China property market last year has contaminated the outlook for Asia fixed income while extended lockdown affected the rental yield for REITs. The decline of Heritage Income was a function of unexpected events that hit the two key components (fixed income & REITs) at the same time.


2. Opportunities in REITS
Moving forward in 2022, fund manager is optimistic that REITs will be a key driver for fund recovery. More evidence is suggesting a less harmful Omicron variant, supporting a larger borders reopening in the first half of 2022. Fund manager also favour REITs in the industrial sector, particularly logistics and data centre, where demand trends remain intact.


3. Asia market as a shelter from the headwinds in global equities

While a market correction is expected when US Fed tightens monetary policy, the outlook of global equities is increasingly challenged with looming geopolitical risks. Stay diversified and invest into Heritage Series, a portfolio of strategic asset allocation with monthly distribution. There are four key building blocks to the dynamic allocation of Heritage Series: SGD Bonds, Asian Bonds, S-REITs and Asian Equities.

Top up your investments through regular savings plan and enjoy up 6% p.a. time deposit bundle. Reach out to your relationship manager today.

Heritage Series

Vincent Chan shared his insights on the Asia market and the outlook for Heritage Fund Series.