Saxo and Lion Global Investors launch LionGlobal Dynamic Growth: Asian Perspective, a managed portfolio built with an Asian lens
- The portfolio is designed for investors who want their investments to be globally diversified, tapping into various growth opportunities across the different asset classes
- Leveraging Lion Global’s expertise in Asian markets, this portfolio looks to have a greater exposure to growth and return opportunities from Asian and Emerging Markets (EM) investments compared to normal global portfolios.
- Designed to have a bigger allocation to EM and Asia as compared to a traditional global portfolio which has large weightings to US and European equities and fixed income
- Available now on the Saxo platform as a SaxoSelect managed portfolio, investors can maintain it as a Regular Savings Plan with an investment of SGD2,000 followed by a regular contribution of SGD100 or start with a lump sum of USD10,000
Saxo Markets, the online trading and investment specialist that connects people to investment opportunities in global capital markets, and Lion Global Investors (LGI), one of Asia’s leading asset management companies, today announced the launch of LionGlobal Dynamic Growth: Asian Perspective portfolio. This globally diversified portfolio was built using an Asian lens and identifies assets with higher returns and growth opportunities, using low-cost ETFs and best-in-class actively managed funds.
Curated in Singapore by Lion Global Investors, the portfolio is available in SGD and USD denominations. It is Saxo’s first managed portfolio that is tailored for people looking to invest in a global diversified multi-asset portfolio built with an Asian lens. With this partnership, Saxo adds Lion Global Investors to the list of industry-leading names such as BlackRock, Nasdaq Dorsey Wright, Morningstar and Brown Advisory in providing managed portfolios under its SaxoSelect offering.
To offer investors more flexibility, LionGlobal Dynamic Growth: Asian Perspective is available as a SaxoSelect managed portfolio requiring a lump sum of USD10,000. For those who prefer to invest in it as a Regular Savings Plan, they can also start with an initial investment of SGD2,000 and make a minimum contribution of SGD100 subsequently. Investing in this portfolio under SaxoSelect also means investors enjoy a low cost of service fees at just 0.25% per year, equivalent to only S$/US$25 for a S$/US$10,000 investment.
“We are thrilled to launch the LionGlobal Dynamic Growth: Asian Perspective portfolio together with Lion Global Investors, a trusted partner of Saxo. We have seen more people taking control of their investments, and many are either entering the markets for the first time or reviewing their portfolios and allocation strategies for more diversification and yield. The new portfolio is a great choice for investors with a high-risk tolerance looking for capital growth. Saxo’s technology facilitates investing into multiple fund providers and combined with Lion Global Investors’ expertise in asset management, we are excited to be offering investors a well-curated product to diversify their portfolios. The low service fee of 0.25% is also attractive, we believe, combined with a ‘no lock-in period’, distinguishing this portfolio from others in the market,” Adam Reynolds, Asia Pacific CEO, Saxo Markets, said.
Built as a globally diversified portfolio with an Asian lens, LionGlobal Dynamic Growth: Asian Perspective lets investors access best-in-class funds while building in robust risk monitoring and rebalancing, and is positioned to maximise risk-adjusted returns so that risks taken are commensurate with potential returns.
“At Lion Global Investors, we believe that quality investment advice and solutions need not be complex, expensive or inaccessible to retail investors. We are, therefore, excited about this partnership between our Curated Portfolios team and Saxo Markets. Together, we’ve worked hard to curate a premium private-banking-type investment solution that is simple to understand and easy to access. Let our investment professionals do the asset allocation, fund selection, portfolio monitoring and quarterly rebalancing for you,” said Gerard Lee, CEO, Lion Global Investors.
From internal and external research, people are looking for ease of use, ease of account opening, low fees and mobile access when it comes to online investment. Saxo’s range of managed portfolios offers an easy, cost-effective way to have world-class asset managers handle investments, tailored to different risk profiles, some covering themes like Brown's ESG. The Saxo platform is also built to make it simple for investors to review and control their investments for a smooth experience.
Please visit the links below for more information on investing into the LionGlobal Dynamic Growth: Asian Perspective portfolio:
Lion Global Investors Limited, incorporated in the Republic of Singapore (Co Reg No. 198601745D) is a member of the Oversea-Chinese Banking Corporation Limited (OCBC) Group, and one of the leading asset management companies in Southeast Asia. Established since 1986, it is uniquely positioned to provide Asian equities and fixed income strategies and funds to both institutional and retail investors. As at 31 December 2020, we have S$67.9 billion (US$51.4billion) under our management.
For more information, please visit: www.lionglobalinvestors.com
Saxo Markets is a licensed subsidiary of Saxo Bank, a leading Fintech specialist that connects people to investment opportunities in global capital markets. Saxo Markets has operated in Singapore since 2006 and serves as the APAC headquarters. As a provider of multi-asset trading and investment, Saxo Bank’s vision is to enable people to fulfil their financial aspirations and make an impact. Saxo’s user-friendly and personalised platform experience gives investors exactly what they need, when they need it, no matter if they want to actively trade global markets or invest into their future.
Founded in 1992, Saxo Bank was one of the first financial institutions to develop an online trading platform that provided private investors with the same tools and market access as professional traders, large institutions, and fund managers. Saxo combines an agile fintech mindset with close to 30 years of experience and track record in global capital markets to deliver a state-of-the-art experience to clients. The Saxo Bank Group holds four banking licenses and is well regulated globally. Saxo offers clients around the world broad access to global capital markets across asset classes, where they can trade more than 40,000 instruments in over 25 languages from one single margin account. The Saxo Bank Group also powers more than 120 financial institutions as partners by boosting the investment experience they can offer their clients via its open banking technology.
Headquartered in Copenhagen, Saxo Bank’s client assets total more than 80 billion USD and the company has more than 2,000 financial and technology professionals in financial centers around the world including London, Singapore, Amsterdam, Shanghai, Hong Kong, Paris, Zurich, Dubai and Tokyo.
For more information, please visit: www.home.saxo/en-sg/.