Celebrating Forty Years, Standard Chartered Bank Presents a Balanced Approach for Taiwanese Investors
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Joint Launch of the Amundi-Managed Balanced Fund by Standard Chartered
Standard Chartered Bank continues to be a market leader in the global wealth management sector, as it partners with Amundi, Europe's largest and one of the world's top 10 asset managers. This partnership results in the introduction of the third Chief Investment Office (CIO) fund - the "Signature CIO Balanced Fund."
In the spirit of the CIO Fund series, this fund converts the insightful market strategies of Standard Chartered's CIO into investment decisions and portfolio allocations, designed to assist investors in navigating volatile markets efficiently, with a balanced and resilient approach.
The Signature CIO Balanced Fund - Forty Years of Accurate Market Insights
With four decades of experience in Taiwan, Standard Chartered banks have a unique understanding of the market trends affecting Taiwanese investors. The CIO Fund series has received widespread acclaim since its inception. The first two funds - the "CIO Income Fund" and the "CIO Growth Fund" - have done well among clients due to the CIO team's solid execution strategies.
The third fund in the series - the "CIO Balanced Fund" - maintains a long-standing mission: delivering diversified asset solutions that promise both stability and growth potential.
Seizing Opportunities in the Face of Uncertainty
Against the backdrop of escalating geopolitical and economic uncertainty, the need for balanced and diversified asset allocation has never been more crucial. Despite the traditional benefits of diversification, historical trends show that equities and bonds might not always move in tandem. Therefore, integrating gold and alternative assets into a portfolio has become an essential feature for risk mitigation.
The CIO Balanced Fund strategically allocates assets, including stocks, bonds, and gold, to provide a balance between risk management and growth potential. By enhancing risk control and resilience, this fund offers investors the flexibility to participate in market rebound opportunities.
Five Strategies for All-Round Performance
The CIO Balanced Fund is based on five core strategies, offering investors a comprehensive and flexible solution for investment opportunities across various market cycles.
- A Diversified Portfolio - Featuring stocks, bonds, and gold, this fund offers comprehensive diversification and effective risk control.
- An Adaptive Strategy - This strategy changes to adapt to interest rate shifts, inflation, and geopolitical risks while relying on insights from the bank's Chief Investment Office.
- Expert Management - Backed by the experienced team from Amundi, the fund benefits from full-cycle professional oversight.
- Low-Cost ETF Implementation - Active strategies are balanced with cost efficiency through the use of low-cost ETFs.
- All-In-One Solution - The Signature CIO Balanced Fund combines the CIO's strategic views, comprehensive investment exposure, and efficient execution in a concise fund structure.
Capturing Every Investment Opportunity - SCB Fund2Fund, the Ideal Solution
Besides the CIO Funds, "Fund2Fund" is an innovative Master-Feeder Fund, offering active investors an automated mechanism to seize market opportunities. This solution serves as a remedy for the issue of disciplined investment for investors, providing flexible investment modes, which include "Fixed Date," "Fixed Price," and "Cycle Plan."
Standard Chartered Bank serves as the custodian bank for the "Signature CIO Balanced Fund," and investors can subscribe through Standard Chartered's online or mobile banking or at any branch from May 5. For further information on the Signature CIO Balanced Fund, please visit: sc.com/tw/investment/cio/.
- Businesses looking for a balanced approach to investing in Taiwan can consider the Signature CIO Balanced Fund, a product of Standard Chartered Bank's long-term presence in Taiwan and their partnership with Amundi.
- The CIO Balanced Fund, among its strategies, seeks to provide investors with a diversified portfolio, adaptive to market fluctuations, and supported by expert management, aiming for all-round performance through cost-effective means within an all-in-one solution.
