What is Multi-Strategy Investing?
Multi-strategy investing takes into consideration the market outlook which is intended to identify a suitable investment opportunity for the portfolios that will offer a greater scope for diversification.
The multi-strategy investing is relatively uncorrelated to equities, bonds and other asset classes which means it has the flexibility and adaptive to the changing market conditions.
Why Do You Need Multi-Strategy Investing?
- Multi-strategy is an investing approach that combines multiple uncorrelated investment strategies to mitigate risk and optimise portfolio returns.
- It is a favorable investment strategy for a wide array of asset universe and market cycle to smooth return, reduce volatility and risk arising from a single asset class or approach.
- In multi-strategy investing, fund managers include every asset class available to create a diversified portfolio which in turns:
- reduces or increases exposure on various assets;
- adaptive to market fluctuations; and
- aims to generate returns that corresponds with market cycles
What Can You Achieve with Multi-Strategy Investing?
Fund for Thought: Hong Leong Global Multi Strategies Fund^ (“HLGMSF”)
^Please note that this is a wholesale fund and is for Sophisticated Investors only.
Why Should You Consider HLGMSF?
In summary, the IDEAs of HLGMSF are:
Historical Fund Performance
Historical Income Distribution
|
Fund Name |
Year |
Distribution Date* |
Gross Distribution Rate (sen)* |
Net Distribution Rate (sen)* |
% Distribution Yield for Each Calendar Year (Gross)** |
|
Hong Leong Global Multi Strategies Fund |
2020 |
8 Times |
2.0104 |
2.0104 |
2.07 |
|
2021 |
20/01/2021 |
0.2200 |
0.2200 |
4.73 |
|
|
22/02/2021 |
0.2500 |
0.2500 |
|||
|
22/03/2021 |
0.4300 |
0.4300 |
|||
|
20/04/2021 |
0.3000 |
0.3000 |
|||
|
20/05/2021 |
0.3000 |
0.3000 |
|||
|
21/06/2021 |
0.3100 |
0.3000 |
|||
|
21/6/2021 |
0.3100 |
0.3000 |
|||
|
21/7/2021 |
0.3100 |
0.2895 |
|||
|
20/8/2021 |
0.3100 |
0.2923 |
|||
|
20/9/2021 |
0.3100 |
0.2958 |
|||
|
20/10/2021 |
0.3100 |
0.3003 |
|||
|
22/11/2021 |
0.8000 |
0.7875 |
|||
|
20/12/2021 |
0.8000 |
0.7986 |
|||
|
2022 |
20/01/2022 |
0.4300 |
0.4300 |
2.56 |
|
|
21/02/2022 |
0.4300 |
0.4300 |
|||
|
21/03/2022 |
0.4300 |
0.4300 |
|||
|
20/04/2022 |
0.4300 |
0.4130 |
|||
|
20/05/2022 |
0.4300 |
0.4210 |
|||
|
20/06/2022 |
0.4300 |
0.4210 |
|||
|
20/07/2022 |
0.4300 |
0.3800 |
* Source: HLAM as at 31 July 2022
** Source: Lipper as at 31 July 2022
DISCLAIMER:
This article has not been reviewed by the Securities Commission Malaysia. Investors are advised to read and understand the contents of the Hong Leong Global Multi Strategies Fund^’s Information Memorandum dated 20 March 2020, its First and Second Supplementary Information Memorandum dated 31 December 2020 and 27 October 2021 respectively (collectively known as the “HLGMSF IM”) and the Product Highlights Sheet (the “PHS”) before investing.
The data and content presented in this article are for information purposes only and are not a recommendation to buy or sell any securities or adopt any investment strategy. This material is not intended to be relied upon as a forecast, analysis, research, or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment. The information in this article does not take account of any investor's investment objectives, particular needs or financial situation. You should consider whether an investment fits your investment objectives, particular needs and financial situation before making any investment decision.
^ Please note that this wholesale fund is for Sophisticated Investors only.