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Featured Fund

PUBLIC WORLDWIDE EQUITY FUND (PWEF)
Fund Objective
To achieve capital growth over the medium to long-term period by investing in global markets.
3-Year
Fund Volatility
13.6
moderate
Lipper Analytics
10 Sep 2021
Launch Date
30 June 2009
Performance of PWEF vs its Benchmark Index Over the Following Periods Ended 30/09/2021
PWEF (%) Benchmark (%) PWEF (%) Benchmark (%)
Total Return Annualised Return
13.38 20.22 13.38 20.22
26.63 24.87 8.17 7.66
58.73 59.46 9.67 9.78
- - - -
63.54 70.57 9.49 10.34
*Source: Lipper, as at 30 Sep 2021
Performance of PWEF and Benchmark Index (Since Fund Commencement* to 30/09/2021)
Benchmark: A composite of 50% Dow Jones Industrial Average, 30% STOXX Europe 50 Index, 10% TOPIX Core 30 Index and 10% 3-Month Kuala Lumpur Interbank Offered Rate (w.e.f. 30 Apr 2016)
* Commencement Date - 29 April 2016


  • Public Worldwide Equity Fund (PWEF or the Fund) seeks to tap into opportunities in the broader global markets, ranging from established multinationals to emerging high-growth companies.
  • As at 30 August 2021, 84.2% of PWEF’s net asset value (NAV) was invested in equities while 15.8% of NAV was invested in money market instruments. The Fund focused on sectors such as Technology, Consumer and Communications in the U.S. and European markets.
  • From its commencement on 30 April 2016 up to 30 August 2021, the Fund generated a return of +69.70%, underpinned by its holdings of Technology, Communications and Consumer stocks which benefited from the continued electronification of products and services as well as the sustained consumer spending on the global front.
  • Going forward, the Fund will look to continue focusing its investments on sectors that offer long-term growth prospects such as Technology, Communications and Consumer, which are underpinned by the digitalisation trend and the growing middle-class. The Fund will also selectively ride on recovery plays which stand to benefit from the improved global economic outlook following the easing of lockdown measures amid the roll-out of Covid-19 vaccines.


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