Singapore-based Lion Global Investors (LGI) and online trading platform Saxo Markets have launched a global multi-asset portfolio.
Curated by LGI, the Lion Global Dynamic Growth: Asian Perspective portfolio is Saxo’s first managed portfolio that is tailored for investors looking to invest in a globally diversified portfolio “built with an Asian lens”.
The asset manager has tapped on the global and regional investment management capabilities of various fund managers to create the portfolio. Its allocation consists of fund strategies managed by Aberdeen Standard Investments, Blackrock, Goldman Sachs Asset Management, Pimco and Schroders, according to the firm.
The portfolio has a 60% allocation to global equities, 30% to bonds and 10% to gold. At least 35% of the assets are invested in assets in Asia.
The Lion Global Dynamic Growth: Asian Perspective portfolio
| Equities | % |
| BGF US Growth Fund | 25 |
| Schroder ISF Greater China Fund | 10 |
| Goldman Sachs Asia Equity Portfolio Base Fund | 10 |
| Schroder ISF European Special Situations Fund | 10 |
| Lion Global Japan Growth Fund | 5 |
| Fixed income | |
| Fidelity APAC Strategic Income Bond Fund | 10 |
| BGF USD High Yield Bond Fund | 10 |
| Pimco Global Bond Fund | 10 |
| Gold | |
| Aberdeen Standard Gold ETC | 10 |
“In 2020, off the back of great volatility and other factors, we saw 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 yield,” said Adam Reynolds, Saxo Markets’s Asia-Pacific CEO.
“The new portfolio is a great choice for investors with a high-risk tolerance looking for capital growth,” he added.
“We believe that quality investment advice and solutions need not to be complex, expensive or inaccessible to retail investors,” added Gerard Lee, LGI’s CEO. “Together, we’ve worked hard to curate a premium private-banking-type investment solution that is simple to understand and easy to access,” he said.
The portfolio requires a lump sum of $10,000. For those who prefer to invest it as a regular savings plan, investors can start with an initial investment of S$2,000 ($1,505) and make a minimum contribution of S$100 subsequently.
The LGI portfolio sits within the online platform’s Saxo Select managed portfolios, which features managed portfolios curated or inspired by Blackrock, Nasdaq Dorsey Wright, Morningstar and Brown Advisory. The regular savings plan (RSP) under SaxoSelect, for instance, includes three managed portfolios curated by Blackrock.
LGI and Saxo Markets first collaborated in 2019, when both launched the Saxo LGI Direct platform, which allows investors to directly access LGI funds, according to Lee.
