About Aberdeen Investments and Trust Bank
Aberdeen Investments has partnered with Trust Bank, Singapore’s leading digital bank, as its primary investment fund provider.
In the partnership, under the name of TrustInvest, Aberdeen will be the sole and exclusive provider of five dedicated retail fund offerings on the Trust Bank app. Trust Bank selected Aberdeen as its partner for its global investing expertise and its ability to offer carefully curated investment solutions that are well matched to its client base.
Consistent with the partnership’s shared ambition of making investing more accessible, TrustInvest provides a one-stop shop where Trust Bank clients can easily build diversified portfolios that align with their long-term goals.
Fund information
Money market fund
The fund aims to preserve capital and maintain liquidity while looking to provide a return which is comparable to that of SGD short-term deposits.
Why this fund?
- Target return1 comparable to SGD short-term deposits
- No lock-in period
- No cap on investment amount2
Income plus fund
The fund aims to achieve consistent income with long-term capital growth by investing in equities, fixed income and/or money-market instruments.
It is actively managed on a total return basis without reference to a benchmark.
Why this fund?
- 6.5% p.a. income target3 and potential for capital growth
- Opportunity to access multiple asset classes via one fund
- Professionally managed to handle risk and provide downside protection
Wealth plus funds
The funds (Cautious, Moderate, Growth) are designed for investors with varying risk appetite, with the target of growing wealth over the long term.
These multi-asset solutions invest across global markets, and seek to achieve strong returns through the identification of the best opportunities globally.
Why this fund?
- We do the heavy lifting
- We don’t put all our eggs in one basket
- More time for you to focus on the important things in life
Investing 101
About Money Market Funds
Aberdeen explores this increasingly popular fund type for investors with surplus cash.
The great investment strategies income investing
Of all the strategies, income investing is in the midst of a great existential crisis, but it is also arguably the oldest and historically most reliable strategy for securing a steady income in retirement.
Appeal of multi-asset funds
Aberdeen explores multi-asset funds and how they seek to target goals while meeting differing risk appetites.
Our investment process
Breaking it down...
- Strategic asset allocationAgree appropriate asset classes and choose right mix for each risk level
- Tactical asset allocationDecide asset classes to favour over short term
- Portfolio constructionChoose right funds to fill asset class buckets. Ensure holdings accurately reflect factors they promote.
- Rebalancing and governanceEnsure portfolios meet risk and return expectations.
How to invest
To start investing, open a Trust savings account with Trust Bank.
1 Target returns are offered as strategy goals and are not referenced to past performance. There can be no guarantee the target returns will be achieved.
2 Although there is no investment limit on how much you can invest in the fund, please note that there is generally an internet banking transfer limit of up to S$200,000 per daily transaction, subject to your internet banking settings.
3 This income target relates to the disclosed distribution policy as set out in the fund’s prospectus. Dividend payments and dividend rate are not guaranteed.
Disclaimer
Important: The information in this presentation is not for general circulation and should not be considered an offer, or solicitation, to deal in the fund(s). The information is provided on a general basis for information purposes only, and is not to be relied on as investment, legal, tax or other advice, as it does not take into account the investment objectives, financial situation or particular needs of any specific investor.
Investments in the fund(s) are not deposits in, obligations of, guaranteed or insured by abrdn Asia Limited (“abrdn Asia”) or any of its appointed distributors. Investments in the fund(s) are subject to investment risks, including the possible loss of any principal amount invested. Unit values and income therefrom may fall or rise. Past performance and any forecasts made are not necessarily indicative of future or likely performance of the fund(s).
Investors should read the prospectus of fund(s) as well as the product highlights sheet, before deciding whether to invest in units of the fund(s). The prospectus and product highlights sheet are available and can be obtained from abrdn Asia or its website at https://www.aberdeeninvestments.com/en-sg/investor or any of its appointed distributors in Singapore. Advice should be sought from a financial adviser regarding the suitability of the fund(s) before purchasing units in the fund(s). In the event that you choose not to seek advice from a financial adviser, you should consider whether the fund(s) is/ are suitable for you.
The fund(s) as well as its underlying fund(s) may use or invest in financial derivative instruments. Please refer to the prospectus of the fund(s) for more information.
Any research or analysis used to derive, or in relation to, the information herein has been procured by abrdn Asia for its own use, and may have been acted on for its own purpose. The information herein, including any opinions or forecasts have been obtained from or is based on sources believed by abrdn Asia to be reliable, but abrdn Asia does not warrant the accuracy, adequacy or completeness of the same, and expressly disclaims liability for any errors or omissions. As such, any person acting upon or in reliance of these materials does so entirely at his or her own risk. Past performance is not necessarily indicative of future performance. Any projections or other forward-looking statements regarding future events or performance of countries, markets or companies are not necessarily indicative of, and may differ from, actual events or results. No warranty whatsoever is given and no liability whatsoever is accepted by abrdn Asia or its affiliates, for any loss, arising directly or indirectly, as a result of any action or omission made in reliance of any information, opinion or projection made in this presentation.
The information herein shall not be disclosed, used or disseminated, in whole or part, and shall not be reproduced, copied or made available to others. abrdn Asia reserves the right to make changes and corrections to the information, including any opinions or forecasts expressed herein at any time, without notice.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
abrdn Asia Limited, Registration Number 199105448E
Aberdeen Investments Global is a business name of the foregoing entity.