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Featured Fund
PUBLIC STRATEGIC BALANCED FUND (PSTBLF)
Fund Objective
To seek capital growth over the medium to long-term period through a balanced asset allocation approach.
3-Year
Fund Volatility
Fund Volatility
8.5
low
Lipper Analytics
10 Jun 2026
Launch Date
09 June 2016
Performance of PSTBLF vs its Benchmark Index Over the Following Periods Ended 30/06/2026
| PSTBLF (%) | Benchmark (%) | PSTBLF (%) | Benchmark (%) | |
|---|---|---|---|---|
| Total Return | Annualised Return | |||
| 1-Year | 10.26 | 16.75 | 10.26 | 16.75 |
| 3-Year | 33.25 | 32.48 | 10.03 | 9.82 |
| 5-Year | 33.12 | 35.70 | 5.88 | 6.29 |
| 10-Year | 105.11 | 111.63 | 7.44 | 7.78 |
| Since Commencement | 105.11 | 113.20 | 7.44 | 7.86 |
*Source: Lipper, as at 30/06/2026
Performance of PSTBLF and Benchmark Index (Since Fund Commencement* to 30/06/2026)
Benchmark: A composite of 20% Dow Jones Industrial Average, 20% STOXX Europe 50 Index, 20% Customised index by MSCI based on the top 30 constituents of MSCI AC Far-East Ex-Japan Index (Prior 30 Apr 2021), 20% Customised index by S&P Dow Jones Indices LLC based on the top 30 constituents of the S&P BMI Asia Ex-Japan Index (w.e.f. 30 Apr 2021) and 40% 3-Month Kuala Lumpur Interbank Offered Rate (KLIBOR).
* Commencement Date - 29 June 2016
* Commencement Date - 29 June 2016
- Public Strategic Balanced Fund (PSTBLF or the Fund) seeks to achieve capital growth over the medium- to long-term period through a balanced asset allocation approach by investing 40%-60% of its net asset value (NAV) in equities and fixed income securities respectively.
- As at 29 May 2026, 53.3% of PSTBLF’s NAV was invested in equities while 42.7% and 4.0% of its NAV was invested in fixed income securities and money market instruments respectively. The Fund’s equity portfolio focused on the technology, communications, consumer, industrial and financial sectors in the global markets.
- From its commencement on 29 June 2016 up to 29 May 2026, the Fund registered a return of +110.28%, which is largely in line with its benchmark’s return of +109.32%. This performance was driven by its investments in selected technology, communications and consumer stocks which benefitted from the resilient U.S. economy, the structural digitalisation trend and sustained consumer spending.
- For the 3-year and 5-year periods ended 29 May 2026, the Fund registered respective returns of +39.93% and +38.14% to outperform its benchmark’s respective returns of +34.27% and +33.74%.
- Going forward, the Fund may continue to focus its investments on the communications sector which is supported by the ongoing migration to cloud services, as well as the technology sector which stands to benefit from the increasing adoption of artificial intelligence applications.
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