Build A Diversified Portfolio With Nikko Asset Management Asia
August 6, 2012
Nikko Asset Management Asia has been making waves with its strong team of investment professionals – we feature two funds that can help you build a diversified portfolio.
Author : Fundsupermart
Build A Diversified Portfolio With Nikko Asset Management Asia
Many fund houses have embraced the need to be experts in both equity and fixed income. One of these is Nikko Asset Management Asia (Nikko AM), with a team of highly-experienced investment management professionals across both equity and fixed income. We pick out two funds – one equity and one fixed income – that can help provide the all-important diversification that portfolios need.
Fund #1: Singapore Dividend Equity Fund With its recent relaunch as a dividend fund, the Singapore Dividend Equity Fund has been making waves with its recent performance, holding its own against some of the best in the Singapore equity space on a year-to-date basis, as at 3 August 2012.
Table1: Singapore Equity Fund year-to-date performance
Year-to-date as at 3 August 2012.
source: iFAST compilations, SGD terms, dividends reinvested
While by no means are we suggesting investors chase after recent performance, we believe the Singapore Dividend Equity Fund is a strong contender in the space, and is worth considering for investors seeking Singapore equity exposure.
Fund #2: Nikko AM Short Term Bond (A$) As at 20 July 2012, the yield-to-maturity of Nikko AM Short Term Bond (A$) stands at 4.68%. Yield-to-maturity (YTM) is the anticipated return if the bonds in the fund are held until maturity.
Table 2: Net YTM figures of NikkoAM fixed income funds
Net YTM as at 20 July 2012. Net Yield-to-Maturity: (Weighted Gross Yield-to-Maturity provided by fund houses less latest expense ratios less platform fee) are estimated by iFAST Financial.
Two Funds Help Build Diversified Portfolios For reasons we’ve highlighted above, we believe investors should consider the two funds for their Singapore equity exposure, and AUD-hedged fixed income exposure.
Because we believe investors should build diversified portfolios, we’re going to sweeten the deal with a promotion. From 6 August 2012 to 31 August 2012, we will credit S$10 worth of units into Nikko AM Shenton Short Term Bond Fund (S$) (limited to three S$10 credit per account) for a single transaction of S$10,000 or more (cheque/internet bill payment buy transactions only).
Terms And Conditions
The promotion is valid from 7 Aug 2012 to 31 Aug 2012. To be eligible for the promotion, orders must be placed before 3pm on the last day of the qualifying period.
All cash payments (Cheque and Internet payments) must reach us by 3pm on 7 Sep 2012. Pending cheque trades will automatically be voided after this date.
Promotion applies to single cheque buy transactions of at least S$10,000 into a single fund only. Smaller buy transactions totaling S$10,000 do not qualify for this promotion.
This promotion does not apply to transactions involving Intra Switch Buy, Regular Savings Plan (RSP) and Transfer-ins.
One account number can only win a maximum of three S$10 credit into Nikko AM Shenton Short Term Bond Fund (S$)
Investors who qualify for the promotion will be notified via email around 4 weeks after the qualifying period ends.
Fundsupermart.com reserves the right to amend the Terms and Conditions without prior notification.
Fundsupermart.com is the online unit trust distribution arm of iFAST Financial Pte Ltd
iFAST and/or its licensed financial adviser representatives may own or have positions in the funds of any of the asset management firms or fund houses mentioned or referred to in the article, or any unit trusts or Singapore Government Securities bonds related thereto, and may from time to time add or dispose of, or may be materially interested in any such unit trusts or Singapore Government Securities bonds. This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website.
CPFIS Registered Investment Administrator
