Investing in volatile markets

“In this uncertain market, investors should stay cautious. We continue to advocate a hunt for yield strategy, whether it is from bonds or equities. We help you navigate the fluctuations of the market with our range of investment solutions.”

-Mr Vasu Menon, Senior Investment Strategist, Wealth Management
Singapore, OCBC Bank,
Member of OCBC Wealth Panel

Cushioning the impact of market uncertainties through low volatility and low correlation funds and provide stability through investment solutions that spread out risks through a diversified portfolio.

Features and Benefits

Investing through a
Managed Risks Approach

Using a Managed Risks Approach and tapping on the expert views from our OCBC Wealth Panel, we provide valuable market insights to help you navigate through market uncertainties.

Diversification
& Flexibility

We recognise that each person has unique needs and risk appetites. In investing, there is no one-size-fits-all strategy. We give you a wider choice with our range of funds that consists of multi-asset funds (Global or Asia) and fixed income funds.

Regular
Potential Payouts

With regular potential payouts of up to 5.5% p.a.*, you will be able to generate a stream of passive income to build your financial foundation.

Key Featured Funds

Lower expected returns, Lower risk
Higher expected returns, Higher risk

LionGlobal Short Duration Bond Fund

If you prefer a fixed income approach, Lion Global offers an attractive risk and return trade-off with low-medium risk exposure. This fund aims to provide income and capital growth over the mid to long term through a portfolio of Singapore and international bonds.

  • Potential payout: 2.5% p.a.* (paid quarterly)
  • Sales charge: Up to 3%
  • Minimum initial investment: S$5,000
  • Mode: Lump sum/OCBC Momentum
  • Annual management fee: 0.5% p.a
Find out more >

Fullerton USD Income Fund

If you are looking to seek potential returns in a volatile environment, Fullerton USD Income Fund offers a diversified portfolio of USD-denominated bonds, targeting long term capital appreciation and/or income. Investing primarily in Asian Fixed Income markets, this fund focuses on quality companies with robust fundamentals. At least 70% of your portfolio will be invested in investment-grade bonds, with active portfolio and risk management.

  • Attractive income with lower volatility versus other asset classes
  • Sales charge: Up to 3%
  • Minimum initial investment: S$5,000
  • Mode: Lump sum/OCBC Momentum
  • Annual management fee: 0.8% p.a
Find out more >

BlackRock Global Funds - Global Multi-Asset Income Fund

This is for those who prefer a multi-asset approach. Using flexible and dynamic asset allocation across equities, bonds, and non-traditional assets, BlackRock seeks an above average income while achieving long-term growth. It is less volatile than a bond-equity balanced portfolio with its strong risk-adjusted returns.

  • Potential payout: 5-6% dividend yield p.a * (paid monthly)
  • Sales charge: Up to 5%
  • Minimum initial investment: S$5,000
  • Mode: Lump sum/OCBC Momentum
  • Annual management fee: 1.5% p.a
Find out more >

Schroder Asian Income

Schroder Asian Income offers a multi-asset approach, focused on Asian markets. Targeting investors with a mid-long term horizon, this fund is aimed at maximising your returns in different market environments. It adopts an active asset allocation strategy that seeks to capture the strong growth of Asia through both equities and bonds.

  • Potential payout: Up to 5% p.a.* (paid monthly)
  • Sales charge: Up to 5%
  • Minimum initial investment: S$5,000
  • Mode: Lump sum/OCBC Momentum
  • Annual management fee: 1.25% p.a
Find out more >

Want to know more about OCBC Low Volatility Investment Solutions?

Make an appointment to learn more

Make an appointment

Buy through OCBC Online Banking

Buy online now

Make an appointment to learn more about Chinese New Year Wealth Promotion*

Buy through OCBC Online Banking

Invest via OCBC OneWealth App

Invest via OCBC OneWealth App

Terms & Conditions

*Payouts will differ from fund to fund and will depend on currency share class. They are not guaranteed and may be changed at the fund manager’s discretion without prior notice

Unit Trust Disclaimer

The information contained herein is for general information only. It does not take account of your specific investment aims, financial situation or needs.

This is not a formal offer for any product. We are not recommending that you buy any product as you must first assess whether it is suitable for your investment needs. You should speak to a financial adviser before you buy an investment product. The financial adviser will look at your specific investment aims, financial situation and particular needs before advising you on whether the product is suitable for you. Of course, if you decide not to get advice from a financial adviser, you should consider carefully whether this product is suitable for you.

The investment objective of the fund is more particularly described in the fund prospectus. You can get a copy of the prospectus of the fund from the manager of the fund, or any of its approved distributors. You should read the prospectus for details of the fund before deciding whether to subscribe for, or buy, units in the fund. The value of the units in the fund and the income building up from the units, if any, may fall or rise.

We (OCBC Bank), and any of our related and connected companies, and their directors and employees (known as ‘related people’), may have interests in, and may make transactions in, the products mentioned in this document. We may have connections with, and may receive a fee from, the product providers. Product providers may also be related people, who may receive fees from investors. We and our related people may also carry out or try to carry out broking and other financial services for the product providers.

No representation or warranty whatsoever (including without limitation any representation or warranty as to accuracy, usefulness, adequacy, timeliness or completeness) in respect of any information (including without limitation any statement, figures, opinion, view or estimate) provided herein is given by us and it should not be relied upon as such. We have done all we can to make sure that this document is accurate at the time of printing, but we are not responsible if there are any errors or missing information. If the document becomes out of date, we do not have to replace it. We are not responsible for any direct or indirect loss or damage arising in connection with, or as a result of, any person acting on any information provided in this document. Please do not reproduce or share any of the information in this document without our written permission.

X

Low volatility

Buy into funds that are potentially more stable & have lower drawdowns in market downturns.

Low correlation

Build a portfolio of funds that invests in different asset classes, regions and sectors that aims to stabilise returns during volatile markets. Returns of investments in a portfolio have a lower likelihood of moving in tandem and thus this potentially reduces the overall risks.

X

Managed Risks Approach

Funds with good downside risk management i.e. potentially lower drawdown in market downturns.

X

Regular Potential Payout

*Payouts will differ from fund to fund and will depend on currency share class. They are not guaranteed and may be changed at the fund manager’s discretion without prior notice.

X