Fund collaboration between Standard Chartered and Amundi on a balanced investment product, dubbed Signature CIO Balanced Fund.
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Standard Chartered Bank, a titan in the global banking scene, keeps ramping up its wealth management game. Partnering with Amundi, one of the world’s top 10 asset managers, the bank proudly introduces the third CIO fund - the "Signature CIO Balanced Fund."
Emulating the spirit of the CIO Fund series, this new fund harnesses the market insights of Standard Chartered Group's Chief Investment Office (CIO) and converts them into investment strategies and portfolio allocations, aiding investors in traversing cutthroat market fluctuations armed with a sturdy and diverse approach.
Standard Chartered - deeply ingrained in Taiwan since '82, solving investment riddles
[Image courtesy of Standard Chartered Bank]
The CIO Fund Series has been a household name since its inception. The first two editions, "CIO Income Fund" and "CIO Growth Fund," have been met with widespread approval from clients due to the CIO team's strategic prowess. This new addition, the "CIO Balanced Fund," carries on the core mission of offering a blend of stability and growth potential via diversified asset solutions.
Navigating through both bull and bear markets with the CIO Balanced Fund
As geopolitical and economic uncertainty casts a long shadow, the significance of diversified and balanced asset allocation has never been greater. Traditional diversification, based on correlations between equities and bonds, has its flaws, and the inclusion of unusual assets like gold and various alternative investments becomes essential for mitigating risks.
The CIO Balanced Fund ensures a balanced blend of stocks, bonds, and gold. Its strategic allocation not only elevates risk control and resilience but also allows flexibility and participation in market recoveries.
Strategic benefits galore - the five-pronged approach
The CIO Balanced Fund rests on five core investment strategies, forming a formidable arsenal for investors to excel across market cycles:
- Broad diversification: A mix of equities, bonds, and gold delivers robust diversification and effective risk management.
- Adaptability: A versatile, all-weather strategy that adapts to shifts in interest rates, inflation, and geopolitical risks.
- Expertise: Supported by insights from Standard Chartered's Chief Investment Office and actively managed by Amundi’s experienced team for a comprehensive oversight.
- Cost-efficiency: Leverages active strategies with low-cost ETF implementation to strike a balance between flexibility and cost-effectiveness.
- Ease of use: Combining Standard Chartered’s Chief Investment Office strategic views, multi-asset exposure, and execution efficiency in a single fund structure, making it a one-stop shop for investors.
Going above and beyond - Standard Chartered Fund2Fund, the game-changer
Besides the CIO Funds, Standard Chartered Bank's innovative offering, "Fund2Fund," stands out. This Master-Feeder Fund, featuring a combination of lump-sum and RSP subscription mechanics, serves as a practical solution for disciplined investors.
With Fund2Fund, investors can choose from three investment modes: "Fixed Date," "Fixed Price," and "Cycle Plan." Facilitated by an automated process, it empowers investors to seize market opportunities. Moreover, Fund2Fund offers nearly a thousand funds to select, encompassing the Signature CIO fund series, making portfolio diversification an effortless endeavor.
Standard Chartered Bank serves as the custodian bank for the "Signature CIO Balanced Fund," and investors can subscribe through Standard Chartered's online/mobile banking or at any branch starting May 5. For more details on the Signature CIO Balanced Fund, check out: https://www.sc.com/tw/investment/cio/
Stay ahead of the game with Standard Chartered's wealth management solutions - where strategic insights meet investment potential!
- Standard Chartered Bank, with its deep roots in Taiwan since 1982, is not only known for solving investment riddles but also for providing strategic finance opportunities in business.
- Investors can now navigate through various market conditions with the CIO Balanced Fund, a third addition to the acclaimed CIO Fund Series. This fund employs a five-pronged approach, offering diversification, adaptability, expertise, cost-efficiency, and ease of use.
