Deploy capital while smoothing near-term bumps
During market volatility, I learned how the cost of my investment could be lowered with a
"is it safe to look at bonds when default RATES are rising?"
SARAH
i'm
I'm a savvy investor,
but I worry about many things in today's environment...
HELLO
"wITH DEPOSIT RATES SO LOW, HOW CAN I MAKE MY EXCESS CASH WORK FOR ME?"
"should i exit equities completely?"
"When is the best time to invest...
should i wait a little longer?"
Reduce risk of exposure to market fluctuations & emotions
Potentially lower cost of investment in the long run
$2.50
$1.05
$1.10
$1.25
$2.25
$2.00
Invest
Invest
Invest
Invest
Invest
Invest
month
$ / unit
200 units
475 units
450 units
400 units
225 units
250 units
1500 units
Systematic access into a basket of low cost equity ETFs
Cost Effective
Time in the market vs timing the market
Benefit from averaging out the costs of investing and position for a potential equity market recovery
Dollar Cost Averaging
Regular Income
Up to 3% p.a. quarterly distribution¹, from a basket of global diversified fixed income securities and Exchange Traded Funds (ETFs)
Realise gains with an automatic termination trigger when total return reaches +30%²
Realise Gains
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Frequently Asked Questions
Why invest in Amundi-OCBC Momentum Fund now?
What type of investors is this product suitable for?
Why a dollar cost averaging strategy now?
Is the Fund capital guaranteed?
What is the Fund maturity? Is there no minimum time frame to reach 30% of the initial offer price?
• Positive central bank stimulus with likely fiscal support into 2021
• Benefitting from bond yield of ~4.0%p.a.³
• Take advantage of volatility through dollar cost averaging strategy
• Benefit from Amundi’s systematic investing solution
• Peace of mind amidst uncertainty: Efficiently-run portfolio and active management of defined maturity bonds.
Dollar Cost Averaging Strategy
and why
"Time in the market is more important than timing the market"
Dollar Cost Averaging
Key Features
FAQ
About Amundi-OCBC Momentum Fund
1,500 units
2,000 units
at a fixed price of $2.00 each
at an average price of $1.50 each
For the same investment amount, you may have gotten more units because it lowers your market risk by averaging the prices out.
VS
DOLLAR COST AVERAGING IN ACTION
Let's say you have $3,000 to invest. You can choose to invest all at once, or invest regularly every month for 6 months.
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2
3
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The product is only suitable for investors who:
• seek capital appreciation over the medium to long term;
• are comfortable with the volatility and risks of a fund which invests in a portfolio of global bonds and debt securities, and/or equity ETFs; and
• are comfortable with the risks of automatic termination, including not being able to realise their units after the Trigger Event Date.
• Benefiting from current levels of volatility to earn yield through dollar cost averaging
• Potentially lower cost of investment in the long run
• Averaging into equity can help investors deploy capital while smoothing near-term bumps.
• This Fund is not capital guaranteed, whilst there is a strong emphasis put on selecting high quality names whose ability to service their debt is not at risk.
• The Fund has no fixed maturity date. Each class shall automatically mature and terminate on the Auto- Termination Date, which is 14 days after Trigger Event (i.e. the date on which the Manager determines that the total return of the relevant Class plus all distributions made to date is ≥30% of initial offer price). All Class (and the Fund) will automatically mature and terminate if the Trigger Event occurs in respect of AS Class.
Key Features
Amundi-OCBC Momentum Fund Placemat
Amundi-OCBC Momentum Fund Video
About ETFs Video
Why Amundi for ETFs Teaser
Amundi-OCBC Momentum Fund Infographic
Source: Amundi. Unless otherwise stated, information is as of 31 March 2023.
*1-Dividend may be distributed out of dividend/interest income and/or capital gains and (in the event that dividend/interest income and/or capital gains are insufficient) out of capital attributable to the relevant share class. Investors should also note that the declaration and/or payment of distributions (whether out of dividend/interest income, capital gains, capital or otherwise) may have the effect of lowering the NAV of the relevant share class. Past payout yields and payments do not represent future payout yields and payments. The payouts are neither guaranteed nor assured unless specifically stated in the prospectus of the Sub-Fund. The Manager has the sole discretion to determine whether a payout is to be made and the rate and/or frequency of distribution.
** 2-When total return including all distributions made to date is equal to or greater than 30% of initial offer price.
3-Yield target can be exceeded or undershot and should not be construed as an assurance or guarantee. Returns are not guaranteed and a loss of capital invested may occur. Indicative Gross Yield stated above are based on the Manager’s assessment of the market conditions and intended asset allocation on the date of publication of this document and is subject to change from time to time due to changes in market conditions. Amundi does not guarantee that the portfolio will achieve the expected return figures stated.
Links to external websites: Third party websites provided by hyperlinks on this website are completely beyond the control of the Amundi group. Accordingly, Amundi accepts no responsibility or liability for the accuracy, completeness and legality of the contents of such third party website, nor does it make any representation, warranty or guarantee in respect thereof, or for any offers, services and products contained therein.
Important Information
This document contains information about Amundi Opportunities – Amundi-OCBC Momentum Fund (the “Fund”). This document is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell Units in the Fund. The Singapore Prospectus and the Product Highlights Sheet of the Fund are available and may be obtained from Amundi Singapore Limited (Company Registration No. 198900774E) or OCBC Bank (Oversea-Chinese Banking Corporation, Limited, Company Registration No. 193200032W). Investors should read the relevant Singapore Prospectus and the Product Highlights Sheet before deciding to invest in the Fund. Past performance and any forecasts made are not indicative of future performance of the Fund. Any opinion or view presented is subject to change without notice. The information on this document is intended for general circulation without taking into account the specific investment objectives, financial situation or particular needs of any particular investor. An investor may wish to seek advice from a financial adviser regarding the suitability of the Fund, taking into account the specific investment objectives, financial situation or particular needs of any person in receipt of the recommendation, before making a commitment to purchase Units in the Fund. In the event an investor chooses not to do so, the investor should consider whether the Fund is suitable for him. Some of the information contained herein has been obtained from sources believed to be reliable but has not been independently verified, although Amundi and its affliated companies believe it to be fair and not misleading. As the Fund may invest in financial derivatives as part of the investment strategy, it will be subject to risks associated with such investments. Additional risk factors are described in the Singapore Prospectus. Investments in the Fund are subject to investment risks, including the possible loss of the principal amount invested. Value of the Units in the Fund and the income accruing to the Units, if any, may fall or rise. It should not be assumed that investments in the securities identified were or will always be profitable. We do not accept any liability whatsoever whether direct or indirect that may arise from the use of information contained in this document. This document is not intended for citizens or residents of the United States of America or to any «U.S. Person», as this term is defined in SEC
Regulation S under the U.S. Securities Act of 1933 and in the Prospectus of the Fund. The information contained in this document is deemed accurate as at 31 March 2023. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
Amundi Singapore Limited
80 Raffes Place #23-01
UOB Plaza 1, Singapore 048624
Website: amundi.com.sg
Phone: +65 6536 4822
Video Interview with OCBC Exec Director of Investment Strategy
For illustrative purpose only.
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