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Featured Fund

PUBLIC LIFESTYLE & TECHNOLOGY FUND (PLTF)
Fund Objective
To achieve capital growth over the medium to long term period.
Launch Date
08 August 2018
Performance of PLTF vs its Benchmark Index Over the Following Periods Ended 30/08/2021
PLTF (%) Benchmark (%) PLTF (%) Benchmark (%)
Total Return Annualised Return
7.67 18.68 7.67 18.68
66.95 67.14 18.61 18.66
- - - -
- - - -
66.89 68.13 18.56 18.85
*Source: Lipper, as at 30 Aug 2021
Performance of PLTF and Benchmark Index (Since Fund Commencement* to 30/08/2021)
Benchmark: Customised index by S&P Dow Jones Indices, LLC based on the constituents within the Consumer Discretionary, Consumer Staples and Information Technology sectors of the S&P Global BMI Index
* Commencement Date - 28 August 2018


  • Public Lifestyle & Technology Fund (PLTF or the Fund) invests 75% to 98% of its net asset value (NAV) primarily in consumer and technology stocks in the global markets.
  • As at 30 July 2021, 87.2% of PLTF’s NAV was invested in equities while 12.8% of NAV was invested in money market instruments. The Fund focused on sectors such as Technology, Consumer, Communications and Industrial in the U.S. and North Asian markets.
  • From its commencement on 28 August 2018 to 30 July 2021, the Fund delivered a return of +68.99%, led by its holdings of Technology and Consumer stocks which benefited from the rising adoption of digital products and services as well as the resilient consumer spending on the global front.
  • Going forward, the Fund will look to continue focusing its investments on the Technology and Consumer sectors which offer long-term growth prospects on the back of the digitalisation trend and the growing middle-class. The Fund may also be selectively-positioned in recovery plays which stand to benefit from the improving outlook for the global economy amid the rollout of Covid-19 vaccines.


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