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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
9.3
low
Lipper Analytics
10 Apr 2022
Launch Date
09 June 2016
Performance of PSTBLF vs its Benchmark Index Over the Following Periods Ended 29/04/2022
PSTBLF (%) Benchmark (%) PSTBLF (%) Benchmark (%)
Total Return Annualised Return
-11.02 -3.94 -11.02 -3.94
15.55 13.96 4.93 4.45
25.60 26.16 4.66 4.75
- - - -
38.91 48.33 5.79 6.99
*Source: Lipper, as at 29 Apr 2022
Performance of PSTBLF and Benchmark Index (Since Fund Commencement* to 29/04/2022)
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
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  • 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 up to 60% of NAV in fixed income securities; with a higher allocation to equities when seeking to capitalise on investment opportunities in the global stock markets, and a higher allocation to bonds when fixed income yields are deemed to be attractive.
  • As at 31 March 2022, 56.4% of PSTBLF ’s NAV was invested in equities while 33.4% and 10.2% of NAV was invested in fixed income securities and money market instruments respectively. The Fund ’s equity portfolio focused on sectors such as Technology, Communications, Financial and Consumer in the U.S, Europe and North Asian markets.
  • For the 5-year period up to 31 March 2022, the Fund generated a return of +31.67% to outperform its benchmark ’s return of +28.16%. This outperformance was underpinned by its holdings of Technology stocks which benefitted from the global digitalisation trend.
  • For the 3-year period ended 31 March 2022, the Fund also registered a return of +24.43% to outperform its benchmark ’s return of +18.06%.
  • Going forward, the Fund will look to continue focusing on investments that are leveraged to long-term trends such as the rising adoption of digital products and services as well as new technologies such as 5G, artificial intelligence, cloud computing and autonomous driving.


Our investment disclaimer can be viewed here.


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