Best of Bond Funds
Conservative funds focussed on investment grade or government related securities. Fund managers: BlackRock, PIMCO & JP Morgan. See more here.
Best of Equity Funds
Growth funds focussed on global, US and Emerging Markets equities. Fund managers: Threadneedle, Franklin Templeton & JP Morgan. See more here.
Best of Thematic Equity Funds
Growth funds focussed on Technology, China and Value investing. Fund managers: BlackRock, Allianz & JP Morgan. See more here.
Get even more potential returns with InvestDIY's Thematic Equity Funds. Our selection of funds focus on 3 thematic areas:
With our InvestDIY Star Rating System, you can now easily invest in these market themes through a selection of funds from global fund managers.
With fixed deposit rates at 0.05% p.a. to 1% p.a. and SRS rates at 0.05% p.a. you may want to consider bond funds that focus on good investment quality.
Check out the aggregated past performance of our selected Best of Thematic Equity Funds.
|1-Year Return||3-Year Return||5-Year Return|
|65.87% p.a.||22.10% p.a.||15.44% p.a.|
As at May 2021.
Best of all, you will enjoy wrap fees as low as 0.5% p.a. and no upfront sales charge! Available for cash or SRS investments.
Find out more about our InvestDIY Star Rating System and how your monies will be invested here.
Apply above to invest in the Best of Thematic Equity Funds now!
Have a question you need answered?
Email (best way to reach us): email@example.com
WhatsApp: +65 9151 5963 (Mon to Fri: 9am - 5pm)
Apply above (you will be opening a Phillips Securities FAME account if you do not have one with us*.)
Transfer your funds into the trading account
Authorise the trade once we send you the notification
Best of Thematic Equity Funds is also eligible for the Refer a Friend program. Refer your friends and family and get DIY$10 for each referral.
DIY$ can be exchanged for vouchers including InsureDIY vouchers, NTUC Fairprice and Cold Storage vouchers. Check out our rewards catalogue here.
How to refer:
Simply ask your friend to select "Referral" during the application process and key in your email address or referral code when they apply here.
* Only applicable if your friend has not bought any insurance policy or unit trust through InsureDIY before. DIY$ will be awarded 90 days after your investment.
Your monies will be invested equally into the three selected funds in the following proportion:
BlackRock: World Technology Fund
Proportion of your investment: 30%
So for a $20,000 investment, $6,000 will be invested in BlackRock's World Technology Fund and $7,000 in Allianz All China Fund and $7,000 in JP Morgan's US Value Equity Fund.
These funds have been selected based on our rigorous InvestDIY Star Rating System where the highest ratings are for funds that:
The performance of these funds will be reviewed regularly and we will recommend that you re-balance your investments where needed. You remain in control of your investments and can choose to accept our recommendations or continue with your existing allocation.
|Key Overall Statistics|
|1-Year Return||65.87% p.a.|
|3-Year Return||22.10% p.a.|
|5-Year Return||15.44% p.a.|
|Fund sizes||$1.9bn - $13bn|
|Average Management Fee p.a.||1.7625%|
|Wrap fee p.a.**||
AUM above S$500,000: 50 bps
AUM at or below S$500,000: 60 bps
Returns shown are net of management fee and gross of wrap fee. As at May 2021.
|World Technology Fund|
|Fund Manager||BlackRock (Luxembourg) S.A.|
|Summary of Fund||The World Technology Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is in the technology sector.|
MSCI All Country World Information Technology- Net Return in USD
|All China Equity Fund|
|Fund Manager||Allianz Global Investors GmbH|
|Summary of Fund||The Fund aims at long-term capital growth by investing in onshore and offshore People’s Republic of China (“PRC”), Hong Kong and Macau equity markets.|
MSCI All China Total Return (Net) in USD
|US Value Fund|
|Fund Manager||JPMorgan Asset Management (Europe) S.à r.l.|
Claire A Hart
|Summary of Fund||To provide long-term capital growth by investing primarily in a value style- biased portfolio of US companies.|
Russell 1000 Value Index (Total Return Net of 30% withholding tax)
1. Why do I have to apply for a wrap account?
* The wrap account is on a platform run by Phillips Securities and is authorised to collect monies and to execute trades with fund managers. Your monies will be held in custody with Phillip Securities in trust. We do not collect your funds or handle your money directly.
As this is a one-time set up process, we will also ask if you want to set up such that you can use your CPF monies for investment in the future in addition to a cash account. You can also invest your SRS monies into our Best of Bond Funds.
2. Is the return or capital guaranteed?
Whilst each fund provides diversification, both the return and your capital are not guaranteed for any of these funds.
3. What is the minimum and maximum investment amounts?
The minimum investment amount is S$20,000. This means that for a S$20,000 investment, $6,000 will be invested in BlackRock's World Technology Fund and $7,000 in Allianz All China Fund and $7,000 in JP Morgan's US Value Equity Fund.
There is no maximum investment amount.
4. Is there a upfront charge?
Enjoy our super low fees! There is no upfront charge for your investment.
5. What is a platform fee?
** The Phillips Security platform will be used to execute transactions, provide statements, hold your funds in custody with Phillip Securities in trust in addition to providing other services. A small fee of 0.6% p.a. will be charged for the platform and our services and the indicative return shown is before the the deduction of this fee. This fee is 0.5% p.a. for AUM of over $500,000.
6. When should I be thinking about investing into such Thematic Equity funds?
If you are keen on investment products, have a long investment horizon and have enough assets such that this investment is not a substantial part of your portfolio, you can consider investing in these funds. The equity fund returns could be very volatile, so you would need to be able to accept the potential large changes in fund value.
In addition, there should not be any factors that are expected to impact you net assets significantly. e.g. expect to use the funds to purchase property soon.
InvestDIY is a brand under InsureDIY. InsureDIY is a Broker licensed by the Monetary Authority of Singapore and is an Exempt Financial Adviser. This advertisement has not been reviewed by the Monetary Authority of Singapore.
The materials and information on this site (the “contents”) are current at the date of publication and are provided on an "AS IS" basis. InsureDIY makes no representation or warranty, whether expressly or impliedly, as to the adequacy, completeness, accuracy or timeliness of the contents for any particular purpose.
All return figures and other statistics shown above are for illustrative purposes only as past performance are not indicative of future performance or results. Actual returns will vary greatly and depend on various factors and involves risk. It is important to note that the capital value of investments and the income from them may go down as well as up and may become valueless. Some of the statements contained in this website may be considered forward-looking statements which provide current expectations or forecasts of future events. There is no assurance that the conditions described in this website will remain in the future and actual results may differ materially.
The contents are for general circulation and information only. They are not made with regard to the specific investment objectives, financial situation and the particular needs or personal circumstances of any particular person who may receive them. They should not be relied upon as financial advice. You should obtain independent verification of the contents and seek professional advice before making an investment based on them. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice.
PLEASE READ the prospectus and PHS carefully before investing.
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All figures and information above are as at May 2021.