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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
10.3
low
Lipper Analytics
12 Apr 2023
Launch Date
09 June 2016
Performance of PSTBLF vs its Benchmark Index Over the Following Periods Ended 28/04/2023
PSTBLF (%) Benchmark (%) PSTBLF (%) Benchmark (%)
Total Return Annualised Return
5.12 5.38 5.12 5.38
17.58 20.84 5.56 6.52
26.44 26.29 4.81 4.78
- - - -
46.02 56.31 5.70 6.76
*Source: Lipper, as at 28 Apr 2023
Performance of PSTBLF and Benchmark Index (Since Fund Commencement* to 28/04/2023)
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) seeks to achieve capital growth over the medium- to long-term period by investing 40%-60% of its net asset value (NAV) in equities in the domestic and global markets. The Fund also adopts a balanced asset allocation approach by investing 40%-60% of its NAV in fixed income securities.
  • As at 28 April 2023, 44.4% of PSTBLF’s NAV was invested in equities while 55.6% of its NAV was invested in fixed income securities and money market instruments. The Fund’s equity portfolio focused on sectors such as technology, communications, consumer and industrial in the global markets.
  • From its commencement on 29 June 2016 up to 28 April 2023, the Fund registered a total return of +46.02%. This performance was underpinned by its holdings of 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- and 5-year periods ended 28 April 2023, the Fund registered respective returns of +17.58% and +26.44%.
  • Going forward, the Fund may look to remain invested in the communications sector which is supported by the ongoing migration to cloud services, as well as the industrial sector which is a beneficiary of the trade diversification away from China. The Fund may also look to remain invested in the technology sector which stands to benefit from the increased digitalisation of the consumer and corporate environments.


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