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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
9.4
low
Lipper Analytics
10 Nov 2021
Launch Date
09 June 2016
Performance of PSTBLF vs its Benchmark Index Over the Following Periods Ended 30/11/2021
PSTBLF (%) Benchmark (%) PSTBLF (%) Benchmark (%)
Total Return Annualised Return
3.38 6.81 3.38 6.81
31.79 22.82 9.63 7.09
44.62 38.29 7.65 6.69
- - - -
50.46 52.84 7.82 8.13
*Source: Lipper, as at 30 Nov 2021
Performance of PSTBLF and Benchmark Index (Since Fund Commencement* to 30/11/2021)
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


  • Public Strategic Balanced Fund (PSTBLF or the Fund) adopts a balanced asset allocation approach whereby the Fund may invest up to 60% of its net asset value (NAV) in equities and/or fixed income securities; with a higher allocation in equities when seeking to capitalise on investment opportunities in the equity markets, and a higher allocation to bonds when fixed income yields are deemed to be attractive.
  • As at 29 October 2021, 58.2% of PSTBLF’s NAV was invested in equities while 30.4% and 11.4% of NAV was invested in fixed income securities and money market instruments respectively. The Fund focused on sectors such as Technology, Communications and Consumer in the U.S, Europe and North Asian markets.
  • From its commencement on 29 June 2016 up to 29 October 2021, the Fund generated a return of +54.02%, underpinned by its holdings of Technology stocks which benefitted from the increased adoption of robotics, e-commerce, digital payments, artificial intelligence, cloud computing, 5G and electric vehicles amid the global digitalisation trend.
  • For the 3-year and 5-year periods ended 29 October 2021, the Fund also registered respective returns of +35.92% and +52.61% to outperform its benchmark’s respective returns of +27.08% and +46.90%.
  • Going forward, the Fund will look to continue focusing its investments on sectors such as Technology and Communications that are leveraged to the long-term trends of digitalisation as well as the rising adoption of new technologies such as 5G, artificial intelligence, cloud computing and electric vehicles.


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