United G Strategic Fund
Recent times have borne witness to great market volatility that has confounded many investors. Yet history has shown that even in such uncertain periods, exceptional opportunities may be discovered by investors who know how to pick the right asset classes, avoid downside as much as possible, and stay invested.
In light of this, UOB Asset Management and GYC Financial Advisory Pte Ltd collaborated for the first time in 2010 to launch the United G Strategic Fund. The Fund seeks to minimise risks during the difficult stages of an economic cycle and maximise potential returns in growth and recovery periods.
The Fund addresses investors' need for an all-weather fund with a broad global mandate, making it especially attractive in today’s volatile and uncertain markets.
The Fund will actively engage in asset allocation according to a quantitative risk model that provides indications on the amount of risky assets the fund should hold. This rules-based investing method can quickly limit downside risk, and has a high likelihood of outperforming at different stages of an economic cycle.
As of 13 January 2017, the Fund may invest up to 60% in sub-funds of Dimensional Funds plc. The balance (minimum of 40%) will be invested in Exchange-Traded Funds (ETFs) listed on its native stock exchanges.
Press Releases / Notices
- Press Release: Product Launch (Jul 2010)
- Event: Product Launch (Aug 2010)
- Press Release: Inclusion of Dimensional Funds (Dec 2016)
- Letter to Unitholders on Inclusion of Dimensional Funds (Dec 2016)
- The Edge Singapore – UOBAM and GYC launch all-weather multi-asset fund
Monday, 09 August 2010
- The Edge Singapore