Eastspring Investments Unit Trusts - Global Balanced Fund

Features

Savor the sweet benefits of balance

The investment objective of the Eastspring Investments Unit Trusts - Global Balanced Fund is to maximize total return in the medium to long term by investing primarily in a portfolio comprising global equities and high quality debt securities of major global bond markets.

Fund Details

Launch Date 28 August 2007
Subscription Method Cash, CPFIS-OA, CPFIS-SA, SRS
Minimum Investment $5,000*
Initial Sales Charge 3%
Annual Management Fee 1.35% p.a.#

 

* Subject to distributor's term and conditions.
# The Management Fee charged by the Manager is inclusive of the management fee charged by the investment managers of the Underlying Entities. The Manager will adjust its Management Fee accordingly to ensure that the total management fees payable by the Sub-Fund to the Manager and to the investment managers of the Underlying Entities will be an aggregate of 1.35% p.a. of the NAV of the Sub-Fund.

The Fund Manager Expertise

Expertise You Can Trust

  • Eastspring Investments (Singapore) was first established in Singapore in 1994 and is a wholly-owned subsidiary of UK-based Prudential plc. Reinforcing an investment expertise and focus on Asia, the company formerly known as Prudential Asset Management (Singapore) Limited was re-named Eastspring Investments (Singapore) Limited on 14 February 2012.

    Today, Eastspring Investments (Singapore) Limited serves as the hub of the regional asset management business and manages a wide range of funds across various asset classes to service both retail and institutional clients.


To find out more about Eastspring Investments Unit Trusts, click here.

A prospectus in relation to the Eastspring Investments Unit Trusts - Global Balanced Fund (the "Fund") is available and a copy of the prospectus may be obtained from the manager and Prudential Financial Consultants. Investors should read the prospectus before deciding whether to subscribe for or purchase units in the Fund. The value of units in the Fund and the income accruing to the units, if any, may fall or rise. The prediction, projection or forecast on the economy, securities markets or the economic trends of the markets targeted by the Fund are not necessarily indicative of the future or likely performance of the Fund. An investment in the Fund is subject to investment risks, including the possible loss of the principal amount invested.

Investments in unit trusts are not deposits or other obligations of, or guaranteed or insured by Prudential Assurance Company Singapore (Pte) Limited ("PACS") and Eastspring Investments (Singapore) Limited or any of their related companies. PACS and Eastspring Investments (Singapore) Limited have not rendered any recommendation or financial advice in respect of the purchase of units in the Fund.

Investors may wish to seek advice from a Prudential Financial Consultant before making a commitment to invest in units of the Fund. In the event an investor chooses not to seek advice from a Prudential Financial Consultant, the investor should consider whether the Fund is suitable for him.

Eastspring Investments (Singapore) Limited is an ultimately wholly owned subsidiary of Prudential plc of the United Kingdom. Neither Eastspring Investments (Singapore) Limited nor PACS nor Prudential plc are affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.

The information contained in this website is not required to be reviewed or endorsed by the Monetary Authority of Singapore.

Information correct as at 31 March 2014.