Lion Global Investors (“Lion Global”) – one of Asia’s leading asset management companies, has recently announced the launch of their latest managed portfolio – LionGlobal Dynamic Growth: Asian Perspective, exclusively available through Saxo Markets’ platforms.
Led by experienced professionals and portfolio managers, the Lion Global Investors’ Curated Portfolios team has curated a globally diversified multi-asset portfolio designed with an Asian lens. This means the portfolio retains its global characteristics but provides an additional strategic exposure to China, broad Asia and the Emerging Markets as key sources of future yield and growth potential.
Previously, Saxo Markets’ other managed portfolios were created with other industry leading names such as BlackRock, Nasdaq Dorsey Wright, Morningstar and Brown Advisory.
The new portfolio is suitable for investors who are looking to achieve superior risk-adjusted returns ensuring risks taken are commensurate with potential returns, particularly in industry and geographical sectors that will be booming in the next few years.
In this article, I have listed 5 reasons why the LionGlobal Dynamic Growth: Asian Perspective portfolio might be suitable for you:
1.) Globally Diversified Portfolio With Targeted Exposure to Asia and the Emerging Markets
The portfolio comprises of nine best-in-class mutual funds and low-cost ETFs and is managed dynamically by investment professionals so its composition can change and respond to market events.
The Curated Portfolios team uses open architecture when selecting funds. Therefore, they can select any fund available on Saxo Markets’ platform. Lion Global does not receive trailer fees from any of the fund managers of funds selected in the portfolio and this allows them to remain objective in their fund selection process.
The portfolio is well diversified across major asset classes (Equities/Fixed Income/Commodities) and Regions (Developed markets/Emerging markets/US/Europe/Asia). Leveraging on Lion’s Global’s expertise in Asian markets, the Asian lens means there is additional strategic exposure to China, broad Asia and the Emerging Markets as key sources of future yield and growth potential compared to a typical global portfolio that may have less weighting to these regions as they tend to lean more towards the US and European equities and fixed income.
Unless it is not ideal to do so from an investment perspective, the portfolio will be rebalanced on a quarterly basis. Rebalancing means either the exposure of each mutual fund/ETF in the portfolio is increased/decreased or, if necessary, mutual funds/ETFs can be added or removed.
This helps the portfolio strike a balanced allocation for optimal return and risk management.
Geographically, this will cover the major markets such as exposure to US, Europe, China, Japan and Indonesia with targeted exposure in various growing sectors such as Electric Vehicles, 5G Communications and Emerging Market equities.
In essence, Lion Global and Saxo Markets have created a premium private-banking type investment solution, managed by investment professionals that offer the best possible asset allocation, fund selection, portfolio monitoring and quarterly rebalancing and made it simple and easy to access for the retail investor.
2.) Past Performance Returns Based on Back-Testing Strategy
A back-testing strategy was performed to see how the portfolio would have performed if it were incepted 5 years ago.
While the product has only been recently launched in February, past simulated returns based on the back-testing strategy have been nothing less than impressive.
Each of the mutual funds/ETFs in the portfolio has its own live track record. The performance return of the portfolio is simulated by using the past 5-years live track records of each mutual fund/ETF in the portfolio according to their respective exposures (i.e pro-rata exposure) within the overall portfolio.
- YTD: 2.38%
- 2020: 25.61%
- 2019: 23.49%
- 2018: -7.72%
- 2017: 24.79%