Top Fund Ideas for 2Q2025
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Lion-BOS CIO Supertrends1 Multi-Asset Fund
Financial markets fear uncertainty over US tariffs, erratic cuts to the government and immigration curbs may stall US growth. Despite the uncertainty, the fund is positioned to navigate through short-term market volatility by tactically allocating assets based on market conditions and the bank’s house views.
This evergreen core strategy for OCBC Group clients integrates ‘Supertrends’ – structural trends shaping markets over the next decade, promoting sustainable growth in the long term and ensuring stable capital growth.
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LionGlobal Asia Pacific Fund
While the Trump tariffs is a headwind for the region, Trump’s bark is normally worse than his bite and that his outsized threats are usually used as a negotiating tool with the outcome is usually more moderated. China’s terrific ten has outperformed U.S magnificent 7, while Asia Pacific ex Japan & China continues to look attractive from an equity valuations point of view.
This Fund aims to capitalise on these emerging opportunities, focusing on long-term capital appreciation through investments primarily in Asia Pacific (excluding Japan) equities. It targets both emerging and developed markets across a diverse range of industries and sectors.
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Amundi Asia Income ESG Bond Fund
The current macroeconomic environment highlights the resilience of emerging markets, with the growth gap between emerging and developed markets nearing a five-year high, largely driven by strong performance in Asia. Asian bond yields are close to their highest levels in recent years, offering attractive opportunities for investors. With favorable yields and lower duration compared to the US and EU, Asia presents the potential for higher total returns over time. Additionally, Asia's investment-grade credit has consistently delivered some of the best risk-adjusted returns, making it an appealing option for investment in the current market landscape.
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PIMCO GIS Balanced Income and Growth Fund (PBIG)
Recent economic data has raised concerns over slowing GDP growth, deteriorating economic momentum, and upside inflation risks in the US. PBIG is positioned well in this environment with diversified exposures to global equities, benefitting from broadening of earnings growth across sectors and high-quality fixed income which should protect the portfolio against more negative scenarios.
PBIG is an active investment strategy designed to be the core of investors’ portfolios in all market environments. The strategy invests primarily in a stable mix of stocks and bonds using a balanced approach that seeks to provide the potential for both income and growth.
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Neuberger Berman Global Equity Megatrends Fund
In the current macroeconomic environment marked by volatility and uncertainty, the Fund offers exposure to global megatrends, providing access to sustainable, long-term growth opportunities that are insulated from short-term market headwinds.
By focusing on high-quality companies with strong fundamentals, consistent free cash flow, and alignment with transformative global megatrends, the Fund delivers both stability and growth potential across different market conditions. Its disciplined valuation approach and focus on downside protection make it a compelling choice for investors seeking resilience and robust returns.
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M&G [Lux] Optimal Income Fund
Since last November, the US bond markets have shown notable optimism, whereas Europe has reflected significant pessimism. From a duration perspective, the Fund was positioned with a significant overweight to US government bonds and US Dollar which should benefit from any potential rate cut.
The Fund can generate attractive returns in a variety of market conditions, including both a “soft landing” (no recession) and a “hard landing” (i.e. recession) scenario. Additionally, the fund is dynamically managed, and exposures will change as market conditions evolve and as new opportunities arise.
Lion-BOS CIO Supertrends1 Multi-Asset Fund
Harnessing supertrends for sustainable growth
Suitable for: Balanced | Growth | Aggressive
Financial markets fear uncertainty over US tariffs, erratic cuts to the government and immigration curbs may stall US growth. Despite the uncertainty, the fund is positioned to navigate through short-term market volatility by tactically allocating assets based on market conditions and the bank’s house views.
This evergreen core strategy for OCBC Group clients integrates ‘Supertrends’ – structural trends shaping markets over the next decade, promoting sustainable growth in the long term and ensuring stable capital growth.
Why we like the fund
Access Bank of Singapore’s CIO expertise
Benefit from the expertise and research capabilities of Bank of Singapore’s global Chief Investment Office (CIO), with over 15 years of proven investment track record2.
Capitalise on long-term Supertrends
Supertrends are structural trends that could shape the investment landscape over a longer term. This fund aims to achieve long-term returns by aligning structural global trends with rigorous investment insights.
Cash
2%
Alternatives
9%
Fixed Income
39%
Equities
50%
Others
40%
Singapore
5%
EU
10%
US
45%
Source: Bank of Singapore Limited and Bloomberg, data as of 18 March 2025. 1Refers to the Supertrends mentioned in the Supertrends Report published by Bank of Singapore (BOS) on 6 January 2025. Supertrends are structural trends that may involve consideration of issues such as geopolitics, macro policies, and investment trends. Such Supertrends are not exclusive, may be subject to change, and their attributes might evolve over time at the discretion of the Sub-manager. 2Bank of Singapore Discretionary Portfolio Management (SG)’s investment track record.
LionGlobal Asia Pacific Fund
Asia - The Gateway to New Opportunities
MSCI ESG Rating: Not Applicable
Past 12M Dividend Yield: Not Applicable
Suitable for: Balanced | Growth | Aggressive
While the Trump tariffs is a headwind for the region, Trump’s bark is normally worse than his bite and that his outsized threats are usually used as a negotiating tool with the outcome is usually more moderated. China’s terrific ten has outperformed U.S magnificent 7, while Asia Pacific ex Japan & China continues to look attractive from an equity valuations point of view.
This Fund aims to capitalise on these emerging opportunities, focusing on long-term capital appreciation through investments primarily in Asia Pacific (excluding Japan) equities. It targets both emerging and developed markets across a diverse range of industries and sectors.
Why we like the fund
Geopolitical Trends are Changing: Asia Poised to Benefit
The Chinese government is prepared to take decisive action to revive its stalling economy through aggressive fiscal and monetary stimulus. Asia's neutral stance in the evolving global geopolitical landscape offers it a strategic advantage for future growth.
Asia as a Key Driver of Global Growth
Investing in Asia presents significant growth potential, driven by geopolitical stability, supportive governance, a rapidly growing population, and strong leadership in manufacturing and innovation.
- 1 Year
- 3 Years
- 5 Years
| Past performance (%) | 1 Year | 3 Years | 5 Years | Since Inception |
| Class P SGD1 | 20.6 | -1.3 | 3.8 | 3.9 |
| Net of 5% Fee2 | 14.5 | -2.9 | 2.8 | 3.8 |
| Past performance (%) |
| M Retail SGD- Hedged Income II1 |
| Net of 5% Fee2 |
Fund performance figures are extracted from Lion Global Investors. These figures are as at 28 February 2025, on a single pricing basis with no realisation charge, on the assumption that all dividends and distributions are reinvested taking into account all charges payable upon such reinvestment, if any. 1These figures exclude subscription fee. 2These figures include a 5% subscription fee. Performance figures exceeding 1 year, if any, were stated on an average annual compounded basis. Past performance figures do not reflect future performance.
Amundi Asia Income ESG Bond Fund
Seeking sustainable income
MSCI ESG Rating: A
Past 12M Dividend Yield: 6.4%
Suitable for: Balanced | Growth | Aggressive
The current macroeconomic environment highlights the resilience of emerging markets, with the growth gap between emerging and developed markets nearing a five-year high, largely driven by strong performance in Asia. Asian bond yields are close to their highest levels in recent years, offering attractive opportunities for investors. With favorable yields and lower duration compared to the US and EU, Asia presents the potential for higher total returns over time. Additionally, Asia's investment-grade credit has consistently delivered some of the best risk-adjusted returns, making it an appealing option for investment in the current market landscape.
Why we like the fund
Flexibility to adapt to market conditions
The Fund targets multiple segments through diverse asset allocation. Its total return approach allows investors to engage in the Asian Fixed Income market with unconstrained asset allocation, dynamic duration management, and exposure to Asian currencies.
Innovative ESG framework
Greater evidence from the financial industry & academia that ESG factors affect medium to long-term risk and returns. The framework enhances investment decisions by integrating sustainability risk and opportunity analysis in the Asian Fixed Income market.
- 1 Year
- 3 Years
- 5 Years
| Past performance (%) | 1 Year | 3 Years | 5 Years | Since Inception |
| Class of A2 USD1 | 5.70 | - | - | 6.38 |
| Net of 4.5% Fee2 | 1.13 | - | - | 1.80 |
| Past performance (%) |
| E SGD- Hedged IncomeI1 |
| Net of 5% Fee2 |
Fund performance figures are extracted from Amundi. These figures are as at 28 February 2025, on a single pricing basis with no realisation charge, on the assumption that all dividends and distributions are reinvested taking into account all charges payable upon such reinvestment, if any. 1These figures exclude subscription fee. 2These figures include a 4.5% subscription fee. Performance figures exceeding 1 year, if any, were stated on an average annual compounded basis. Past performance figures do not reflect future performance.
PIMCO GIS Balanced Income and Growth Fund (PBIG)
All weather, balanced strategy seeking income and growth
MSCI ESG Rating: Not Applicable
Past 12M Dividend Yield: 7.10%
Suitable for: Balanced | Growth | Aggressive
Recent economic data has raised concerns over slowing GDP growth, deteriorating economic momentum, and upside inflation risks in the US. PBIG is positioned well in this environment with diversified exposures to global equities, benefitting from broadening of earnings growth across sectors and high-quality fixed income which should protect the portfolio against more negative scenarios.
PBIG is an active investment strategy designed to be the core of investors’ portfolios in all market environments. The strategy invests primarily in a stable mix of stocks and bonds using a balanced approach that seeks to provide the potential for both income and growth.
Why we like the fund
Balanced
PBIG is a high quality 60% Equity, 40% Fixed Income strategy. This stable balanced approach is designed to be a core holding for investors across market environments and cycles. The balanced approach also reduces market timing risk.
Income and Growth
The Fund seeks an attractive, consistent distribution yield and long-term NAV stability. PBIG’s core equity strategy is diversified and not constrained or biased to any particular style. This approach smooths the path of returns, enabling long term growth.
- 1 Year
- 3 Years
- 5 Years
| Past performance (%) | 1 Year | 3 Years | 5 Years | Since Inception |
| M Retail SGD_Hedged Income II1 | 11.76 | - | - | 15.63 |
| Net of 5% Fee2 | 6.22 | - | - | 10.93 |
| Past performance (%) |
| Class A SGD H1 |
| Net of 4% Fee2 |
Past performance are extracted from PIMCO for the GIS Balanced Income and Growth Fund M Retail SGD- Hedged Income II share class. These figures are as of 28 February 2025, on a single pricing basis with no realisation charge, on the assumption that all dividends and distributions are reinvested taking into account all charges payable upon such reinvestment, if any. 1These figures exclude subscription fee. 2These figures include a 5% subscription fee. Performance figures exceeding 1 year, if any, were stated on an average annual compounded basis. Past performance figures do not reflect future performance.
Neuberger Berman Global Equity Megatrends Fund
Invest in Tomorrow’s Megatrends
MSCI ESG Rating: BBB
Past 12M Dividend Yield: Not Applicable
Suitable for: Balanced | Growth | Aggressive
In the current macroeconomic environment marked by volatility and uncertainty, the Fund offers exposure to global megatrends, providing access to sustainable, long-term growth opportunities that are insulated from short-term market headwinds.
By focusing on high-quality companies with strong fundamentals, consistent free cash flow, and alignment with transformative global megatrends, the Fund delivers both stability and growth potential across different market conditions. Its disciplined valuation approach and focus on downside protection make it a compelling choice for investors seeking resilience and robust returns.
Why we like the fund
Diversified and differentiated exposure
The Fund provides a high conviction global equity portfolio built around 9 megatrends, with minimal holdings overlap versus benchmark or other global equity funds. This approach offers broad market exposure while maximizing potential for strong alpha generation, backed by a proven track record of performance.
All-weather high-quality focus
The fund focuses on “enablers”, which are companies offering essential products, services, or technologies that thrive on megatrends. Enablers often have deeper, wider competitive moats and are less vulnerable to end-market volatility. Investing in “enablers” provides a more resilient and differentiated pathway compared to funds that invest directly in end-market players.
- 1 Year
- 3 Years
- 5 Years
| Past performance (%) | 1 Year | 3 Years | 5 Years | Since Inception |
| Class A USD1 | 24.28 | 10.33 | 13.05 | 10.08 |
| Net of 5% Fee2 | 18.04 | 8.45 | 11.90 | 9.25 |
| Past performance (%) |
| Class A SGD1 |
| Net of 5% Fee2 |
Fund performance figures are extracted from Neuberger Berman. These figures are as at 28 February 2025, on a single pricing basis with no realisation charge, on the assumption that all dividends and distributions are reinvested taking into account all charges payable upon such reinvestment, if any. 1These figures exclude subscription fee. 2These figures include a 5% subscription fee. Performance figures exceeding 1 year, if any, were stated on an average annual compounded basis. Past performance figures do not reflect future performance.
M&G [Lux] Optimal Income Fund
Global flexible fixed income fund
MSCI ESG Rating: A
Past 12M Dividend Yield: 5.88%
Suitable for: Balanced | Growth | Aggressive
Since last November, the US bond markets have shown notable optimism, whereas Europe has reflected significant pessimism. From a duration perspective, the Fund was positioned with a significant overweight to US government bonds and US Dollar which should benefit from any potential rate cut.
The Fund can generate attractive returns in a variety of market conditions, including both a “soft landing” (no recession) and a “hard landing” (i.e. recession) scenario. Additionally, the fund is dynamically managed, and exposures will change as market conditions evolve and as new opportunities arise.
Why we like the fund
Attractive income opportunity with proven long-term track record
The fund offers monthly distribution share classes 1 based on a pre-determined fixed rate, currently 6% per annum of net asset value per share1.
Global and Flexible High-Quality Portfolio
Targeting the most attractive investment opportunities across sectors, issuers and markets such as US, Europe, UK, while having the flexibility to allocate across government, IG corporate and HY corporate bonds with an average credit rating of A+ in the fund.
- 1 Year
- 3 Years
- 5 Years
| Past performance (%) | 1 Year | 3 Years | 5 Years | Since Inception |
| CLASS A-H USD1 | 5.51 | 2.91 | 2.42 | 4.36 |
| Net of 5% Fee | 1.29 | 1.52 | 1.59 | 4.06 |
| Past performance (%) |
| Class SGD1 |
| Net of 5% Fee2 |
Fund performance figures are extracted from M&G Investments. These figures are as at 28 February 2025, on a single pricing basis with no realisation charge, on the assumption that all dividends and distributions are reinvested taking into account all charges payable upon such reinvestment, if any. 1These figures exclude subscription fee. 2These figures include a 4% subscription fee. Performance figures exceeding 1 year, if any, were stated on an average annual compounded basis. Past performance figures do not reflect future performance.