An equity portfolio that invests in disruptors to provide long-term capital growth
Lion Global Investors
LionGlobal Disruptive Innovation Fund
Thrive on innovation.
About the Fund
The first easily-accessible fund in Singapore investing in Disruptive Innovation globally
Our fund size is SGD 39.26 million as at 31 Dec 2019
Start investing from as little as S$100 to benefit from the world’s biggest disruptor companies.
Disruptors are companies with strong growth prospects that disrupt how industries operate
Factor-based process ensures discipline and consistency in portfolio construction
LGI Direct is brought to you by Lion Global Investors Limited, a well-established asset management company based in Singapore. Through this avenue, investors can learn more about our funds and subscribe to these funds directly through our online unit trust distribution partners.
LionGlobal Investors Limited, a member of the Oversea-Chinese Banking Corporation Limited (OCBC) Group, is one of the largest asset management companies in Southeast Asia. Established in 1986, we are uniquely positioned to offer innovative investment solutions to serve the needs of both institutional and retail investors. As at 31 March 2019, LionGlobal Investors had achieved assets under management of a value of S$55.6 billion (US$41.1 billion).
Frequently Asked Questions
The Fund is the first easily-accessible fund in Singapore that invests in disruptors globally. It invests in 100 stocks shortlisted from an investible universe comprising disruptive companies, i.e. disruptors. The stocks in the Fund’s portfolio are selected by a 5-factor screening process.
The Fund invests in 100 stocks shortlisted from an investible universe comprising disruptive companies, i.e. disruptors. Our analysts scour global research reports and disruption-related exchange-traded funds (“ETFs”) for stock ideas to be included in the investable universe. Our investment strategy is based upon key disruptive themes. It aims to generate returns from the following market anomalies:
a) The investment community is warming up to the idea of disruption and how it affects investment portfolios and strategies. While valuations have reflected the different growth potential of the incumbents and the disruptors, investors have yet to fully allocate to the latter under the new economy as seen in the size of traditional ETFs which mirror traditional broad market indices such as MSCI or FTSE.
b) The other anomaly is the low representation of China in the MSCI AC World Index. The Fund invests in big China-listed companies who are already leaders in social media, e-commerce and other technological innovation.
There is currently no index available to represent the performance of disruptors, hence there is currently no appropriate benchmark.
Disruptors are disruptive companies that change the traditional way an industry operates, especially in new and effective ways. These companies may range from sectors such as robotics, electric vehicles, big data, internet of things, social media etc. Please see the fund factsheet here for more information.
The investment approach is to achieve a diversified portfolio, so the LionGlobal Disruptive Innovation Fund investment team participates in the market performance of a number of disruptive themes within the investible universe when constructing the portfolio. Examples of the disruptive themes the Fund invests in are:
- augmented reality/virtual reality
- electric vehicles/self-driving cars
- big data/cloud computing
- digital wallets/payments
- internet of things/connectivity
- material science/3D printing
- media contents/social media/artificial intelligence
- precision medicine/genome research
The largest segment within the universe, which is e-commerce, has around 30 stocks.
This advertisement or publication has not been reviewed by the Monetary Authority of Singapore (the “MAS”). The information and materials contained in this website are strictly for information purposes only and should not be considered as an offer or solicitation for the purchase or sale of units in the funds. Any interest in the funds should be directed to our participating partners.
This publication is for information only. It is not a recommendation, offer or solicitation for the purchase or sale of any securities or investments and does not have regard to your specific investment objectives, financial situation, tax position or needs. Applications for units in our funds must be made on forms accompanying the prospectus. You should read the prospectus and Product Highlights Sheet which is available and may be obtained from LionGlobal Investors Limited (“LGI”) or any of its distributors, consider if a fund is suitable for you and seek such advice from a financial adviser if necessary, before deciding whether to invest in the fund. Investments in our funds are not obligations of, deposits in, guaranteed or insured by LGI or any of its affiliates and are subject to investment risks including the possible loss of the principal amount invested. The performance of a fund is not guaranteed and the value of units in a fund and the income accruing to the units, if any, may rise or fall. Past performance, as well as any predictions, projections, or forecasts are not necessarily indicative of the future or likely performance of a fund. Dividend distributions, which may be either out of income and/or capital, are not guaranteed and subject to LGI’s discretion. Any such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value of the fund. Any information (which includes opinions, estimates, graphs, charts, formulae or devices) is subject to change or correction at any time without notice and is not to be relied on as advice. You are advised to conduct your own independent assessment and investigation of the relevance, accuracy, adequacy and reliability of any information contained herein and no warranty is given and no liability is accepted for any loss arising directly or indirectly as a result of you acting on such information. The fund may, where permitted by the prospectus, invest in financial derivative instruments for hedging purposes or for the purpose of efficient portfolio management. LGI, its related companies, their directors and/or employees may hold units of a fund and be engaged in purchasing or selling units of a fund for themselves or their clients. LionGlobal Investors® Limited (UEN/ Registration No. 198601745D).