Fullerton Fund Management partners with Maybank Singapore to launch a retirement solution for investors across three different life stages


Fullerton Total Return Multi-Asset Income is designed to provide regular payouts and capital appreciation with potentially lower downside risks

SINGAPORE, June 4, 2021 /PRNewswire/ — Fullerton Fund Management (“Fullerton”) has partnered with Maybank Singapore to launch Fullerton Total Return Multi-Asset Income (the “Fund”) allowing investors to build their retirement wealth at three stages of adult life, close toretirement and retirement. The Fund seeks to generate regular income and long-term capital growth from a diversified range of asset classes.

A retirement survey released in april 2021 by Fullerton revealed that the COVID-19 pandemic has prompted Singaporeans to begin their retirement planning. The results also indicate that financial uncertainties and low interest rates lead them to take more risks to obtain higher returns on their savings. In addition, it has been revealed that many Singaporeans now expect to derive most of their retirement income from investment returns, via a combination of capital growth and income.

To meet a variety of lifestyle needs and the desire for capital growth and income, the Fund offers investors the freedom to choose from three classes of shares:

  • Class A: an accumulating share class in which all dividends are reinvested for higher capital growth potential; suitable for active young adults looking for asset growth over a longer time horizon;

  • Class B: a distributing share class that seeks to create accretive returns and provides investors with a moderate monthly payment of dividends so that investors with family commitments can have an additional income stream; Where

  • Class C: A distributing share class which distributes portfolio gains and capital growth in the form of dividends at a fixed monthly payment of 6.88% per annum. This allows investors to receive regular income that supplements their existing public or private pension plans during their retirement years.

The Fund invests in a range of asset classes in order to capture a wide range of opportunities. Its underlying portfolio includes global equities and Asian bonds across all geographies and sectors, as well as cash and other permitted instruments (such as gold and commodities). It invests in global equities for capital growth and Asian bonds for yield. The Fund’s flexibility to adjust its allocation to risky assets helps manage downside risk.

The Fund is managed by Fullerton and is available exclusively through Maybank Singapore branches and website from May 31, 2021with the target launch date of June 16, 2021. The Fund leverages Fullerton’s award-winning investment capabilities. Fullerton recently received the Fund House of the Year award – Singaporeat the AsianInvestor Asset Management Awards 2021.

Mrs jenny sofiane, CEO of Fullerton Fund Management stresses that the Fund is well placed to help investors build their retirement wealth. “Fullerton has a strong reputation and proven track record as a retirement solutions provider. This is based on our ability to identify investment trends and opportunities across different market cycles. The Fullerton Total Return Multi-Asset Income Fund s is aimed at investors at different life stages. It seeks to generate both capital growth and regular income by aggressively investing in a range of asset classes while managing downturns risks. The Fund is positioned to deliver total return to investors and is complementary to national and company pension schemes. We are proud to partner exclusively with Maybank to elevate the retirement proposition for our investors.”

Sir Alvin LeeHead of Group Wealth Management and Community Financial Services at Maybank in Singapore, says: “We understand that many of our clients have retirement planning in mind and want to invest to achieve the lifestyle and freedom they want in retirement. In an effort to humanize financial services, Maybank strives to be the bank of choice when it comes to retirement planning with our financial offerings and advice. Two years ago , we launched the unique maybank Passion Plus Program for the silver generation. Now, working with Fullerton who have an established reputation for managing diversified retirement solutions, we have curated this fund to suit people from all walks of life. »

For more information on Fullerton Total Return Multi-Asset Income, please visit: maybank.sg/trmi.

About Fullerton Fund Management

Fullerton Fund Management Company Ltd (“Fullerton”) is a Asiainvestment specialist, focused on optimizing investment results and improving the investor experience. We help our clients, including government entities, sovereign wealth funds, pension schemes, insurance companies, private wealth and individuals, from the region and beyond, achieve their investment goals through our suite of solutions.

Our award-winning investment expertise spans equities, fixed income, multi-assets, alternatives and cash management, in public and private markets. As an active manager, we attach great importance to performance, risk management and investment prospects.

Incorporated in 2003, Fullerton is headquartered in Singaporeand has offices associated with Shanghai, Londonand Brunei. Fullerton is part of a multi-asset management group, Seviora, a holding company set up by Temasek. NTUC Income, a leader Singapore insurer, is a minority shareholder in Fullerton.

For more information, please visit www.fullertonfund.com

About Maybank Singapore

Maybank is among from Asia large banking groups and South East Asia fourth bank in terms of assets. The Maybank Group has an international network of over 2,600 retail branches in 18 countries, including all 10 ASEAN countries, with over 42,000 employees serving customers worldwide.

Maybank Singapore is one of the group’s largest overseas operations and an eligible comprehensive bank in Singapore. Like a December 31, 2020the size of the bank’s net assets in Singapore was approximately 81.5 billion Singapore dollars. With strategically located bank branches and over 2,000 employees in SingaporeMaybank is well positioned to provide highly personalized services and locally oriented solutions that will deliver more value to customers.

For more information, please visit maybank2u.com.sg

SOURCE Fullerton Fund Management

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