Fidelity Enhanced Reserve Fund

A low volatility fund with a projected monthly payout of 2% p.a.

Why you will love this

A diversified portfolio comprising primarily short-dated and high-quality global investment-grade bonds, with some allocation in high-yield credit.

Projected regular monthly income

High liquidity fund with no lock-in period

Who can apply

Anyone between 21 and 68 years old

Non-U.S Citizen

Non-EU resident or person not residing in EAA

 

Promotional sales charge of 0.5% till 31st Dec 2021 Learn more

A fund designed for resilient performance, brought to you by Fidelity International.

Reasons to invest
stabilityblue

Enhanced stability

Minimises volatility by investing in short-dated and high-quality global investment-grade bonds.

income

Regular income

Get 2% p.a projected monthly payouts (not fixed) when you invest in Fidelity Enhanced Reserve Fund A-Mincome (G) SGD-H.

bonusinterest

High liquidity with no lock-in period

The fund has no lock-in period and a shorter settlement period of 3 days compared to other bond funds with a settlement period of 5 days.

liquidity

Bonus interest in your 360 account

Earn bonus interest of 0.7% EIR under the 'Invest' category with a minimum investment of S$20,000.

Investment expertise
Fidelity International
  • Best ESG Engagement Initiative, Singapore, 2021 Asia Asset Management Best of the Best Awards
  • Excellence in Service, Singapore, 2021 Fund Selector Asia House and Fund Awards
  • Best Fund Provider – USD Bond and European Equity, 2021 Asian Private Banker Asset Management Awards for Excellence
how it works

Past performance

1-year

1.19%

3-year

7.48%

Figures shown are cumulative and not an indication of future performance.
FIXED INCOME

87.10%

OTHERS

0.14%

EQUITY

0.52%

CASH

12.25%

As of 31 July 2021

China

33.6%

Hong Kong

14.8%

Others

12.4%

United States

9.3%

Republic of Korea

9.0%

Ireland

7.6%

Japan

2.6%

India

2.5%

Philippines

1.9%

Malaysia

1.9%

As of 31 Jul 2021

FIDELITY INSTITUTIONAL LIQUIDITY USD C ACC 7.62%
UNITED STATES OF AMERICA (GOVERNMENT) 0% 30-DEC-20 4.99%
USD/CNH FORWARD CONTRACT 4.90%
USD CASH 3.71%
USD/HKD FORWARD CONTRACT 2.92%
CNY/USD FORWARD CONTRACT 1.86%
CHINA DEVELOPMENT BANK 3.23% 10-JAN-2025 1.70%
AIRPORT AUTHORITY HONG KONG 2.1% 1.54%
HONG KONG MORTGAGE CORP LTD .5% 09-FEB-2023 1.54%
USD/EUR FORWARD CONTRACT 1.31%
As of 31 Jul 2021
Limited time offer

Invest online for exclusive offers

Invest today with a reduced sales charge of 0.5% till 31 December 2021.

Terms and conditions apply.

BEFORE YOU APPLY

Fund details

Preliminary charge

0.5% (up till 31 Dec 2021)

Subscription mode

Lump sum or regular savings plan




ready to invest?

Invest in the Fidelity Enhanced Reserve Fund today