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April 20, 2022

Amundi and DBS launch CIO Barbell Income Fund

By Patrick Brusnahan

Retail investors in Singapore with DBS can now buy into the Amundi Asia Funds – CIO Barbell Income Fund, previously only available to accredited investors.

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

The Fund adopts the DBS CIO Barbell Strategy of investing in both income-generating investments and growth stocks aligned with long-term secular themes.

Investors need to invest a minimum of SGD1,000 ($738) and pay an initial sales charge of 0.82%. They are also not subjected to a lock-in investing period.

Customers are entitled to:

  • Benefit from greater diversification;
  • Buy right with the buy-write strategy, and
  • Engage directly with the bank’s wealth management experts.

The CIO Barbell Income Fund is managed by Amundi with DBS CIO as the investment adviser and will be exclusively distributed by DBS.

Furthermore, the Fund is available for DBS/POSB retail and DBS Treasures customers to purchase via internet banking and soon through the digibank app.

Hou Wey Fook, chief investment officer at DBS Bank: “Uncertainty looks set to remain in the foreseeable future, as the world continues to grapple with a myriad of challenges including the pandemic, geopolitical tensions and inflationary pressures, among others. Rising inflation and low rates will diminish consumer spending power in the years to come, which reinforces the need for customers to actively invest and grow their wealth. When investors start investing isn’t as important as how long they stay invested, and there’s no time like the present. In this new normal, it is important that they adopt a multi-asset, Barbell portfolio approach with underlying best-in-class companies.

“Our first Barbell fund was rolled out to wealth clients in August 2019 and has returned over 8% on an annualised basis. Subsequently, this strategy has won our clients’ confidence with assets under management growing to SGD 3 billion as at end March 2022. The DBS CIO Barbell Income Fund would employ this similar strategy with income generation as its objective.”

DBS plans to help one million customers in Singapore get insured and invested by 2023.

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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