Global Multi-Asset Income Fund

A defensive investment approach for today’s unpredictable markets
A defensive investment approach for today’s unpredictable markets

Fund Highlights

01

Focuses on managing downside risk
The Fund's maximum drawdown since inception is lower than its sector average^

02

Seeks to offer attractive sustainable income*
Selecting securities that can provide sustainable income* from the bottom-up is we believe the best way to seek resilient total returns

03

Truly diversified
The portfolio is built from the bottom-up by focusing on underlying asset behaviours and relationships

 

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How do we manage downside risk?

  • We look to manage drawdowns and downside risk but capture upside where we can
  • The Fund focuses on sustainable income drivers, structural diversification and tactical hedging of market risks
  • The Fund has had lower annualised volatility and maximum drawdown than its sector average since inception^
Global Multi-Asset Income - Annualised volatility and max drawdown

 

 

How can investors use the Fund?

  • Defensive total return investment approach
  • Potential alternative source of income* from conventional fixed income funds
  • Seeks sustainable income* pre and post-retirement
A core, defensive total return investment approach seeking sustainable income* at its core.

Past performance is not a reliable indicator of future results, losses may be made.

^Source: Morningstar as at 31.03.20, NAV to NAV, (inclusive of all annual management fees but excluding any initial charges), gross income reinvested, in USD. Sector average refers to the unweighted average of the primary share of the Singapore registered funds in the Morningstar USD Cautious Allocation sector. Volatility: the standard deviation of monthly returns. Maximum drawdown: the maximum drop from a high to a low of an investment. Since the launch date of the A Inc-2 share class on 30.07.13.

*Yield of the underlying securities is not guaranteed, no assurance of its stability and sustainability and does not represent the yield of the Fund. The Fund aims to provide sustainable yield. Distribution is not guaranteed and may be paid out of the Fund’s capital

Past performance shown are not indicative of future performance. Investors are reminded that investment involves risk. Investors should read the prospectus and product highlights sheets of the funds which are available from www.ninetyone.com/en/singapore/ or any of the appointed distributors before making any investment decision. Please contact your financial advisor if you are in doubt of any information contained in this website.

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