AMUNDI OPPORTUNITIES - AMUNDI-OCBC MOMENTUM FUND

ISIN: SGXZ16880973 - Balanced

As of 25/04/2024
NAV	Fund AUM
0.92 SGD	37.39M SGD

Navigate uncertainty with confidence

Amundi-OCBC Momentum Fund is Singapore's first dollar cost averaging fund.

Aims to help investors stay invested with peace of mind regardless of market conditions.

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Detailed product information To go further

Why Invest

Step out of cash

Make your money work harder

Invest in a basket of global bonds and debt securities¹ until Dec 2020 for an indicative gross yield ~4% p.a. in USD & SGD terms², while positioning for a potential equity market recovery.

Peace of Mind Investing

Let the investment manager do the strategic asset allocation

A monthly allocation from global bonds and debt securities to equity ETFs means smoothing near-term bumps and averaging out the cost of investment.

Quarterly Dividend

Collect quarterly dividend of up to 3% p.a.³

What is Dollar Cost Averaging

Market timing is a costly exercise.

Dollar Cost Averaging (DCA) is a strategy to mitigate market timing risk. Simply put put, you invest a small sum regularly instead of a big sum at one go.

View the DCA infographic

How does the Fund Work

Sep to Dec 2020: Invests in global fixed income (average Investment Grade)
Jan to Dec 2021: Systematically allocates assets on a monthly basis to equity ETFs
Jan 2022 onwards: Portfolio of 50% global fixed income and 50% equity ETFs

Exclusively distributed by

Amundi-OCBC Momentum Fund is managed by Amundi and exclusively distributed by OCBC Bank. Subscription are now closed.

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1- An overall average credit rating of a least BBB- by Standard & Poor's (or other equivalent ratings).

2- 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 Portfolio Yield and Net Portfolio Yield above are based on the Manager's assessment of the market conditions and intended asset allocation on the date of publication of the 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.

3- 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 capital or otherwise) may have the effect of lowering the NAV of the relevant share class. Past payout and payments do not represent future payout yields and payments. The payout 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 be made and the rate and/or frequency of distribution.