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As the world population continues its growth led by the emerging countries coupled with the higher purchasing power, the demand for the essentials or basic commodities (i.e. those that we use daily such as cotton for clothing, corn and sugar for food, crude oil for energy) have significantly increased. Further, with the imbalance of increase in demand and slower growth in supply, this has also resulted in a situation where consumers now and goind forward have to pay more for fuel, clothing and food. With the expectation of further increase in the prices of these essentials or basic commodities, we have established a fund that will capitalize on the price movements of these essentials or basic commodities. Hence, the OSK-UOB Capital Protected* Essentials Fund.

*Investors are advised that the Fund is not a guaranteed fund. Capital protection is provided through investments in ZNIDs and not by guarantee. Consequently, the return of capital is SUBJECT TO the credit/default risk of the issuers of the ZNIDs and may result in losses.

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With the market continuously rotating between “risk-off” and “risk-on”, an absolute return mandate with the adoption of a dynamic asset allocation approach would be a good vehicle to ride out the volatility. With the fixed income market having outperformed over the last 5 years¹, there is a high possibility that good quality equities – those with earnings growth and clarity supporting healthy dividend payouts would find favour.
 
A barbell approach – buying dividend yielders coupled with growth (and cyclicals) & value stocks would provide a combination of steady cash flows and capital appreciation.
 
This Fund to some extent would allow the portfolio managers to focus more on stock picking without ignoring developments at the macro level.
 
¹Source: Bloomberg, 11 March 2013.

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In view of current volatile markets culminating from the Eurozone debt crisis, we are conscious of investors’ wariness of the contagion effect on the domestic and global economies. Amid the recent volatility, we believe there are opportunities arising from debt instruments investments that offer consistent and regular income to investors. Hence, we now offer you a close-ended bond fund that aims to maximise returns at its maturity date from a concentrated portfolio of global debt instruments.

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One of the most desired by an investor, is to achieve diversification in his or her portfolio and what better way to do so then by investing in a balanced fund. A balance in an investment portfolio is also fundamental to appease an investor in times of uncertainties and volatilities. Such a balance can appeal to the investor of any age regardless of his or her objectives. Thus, with market uncertainties continuing to prevail over the Eurozone debt crisis and its contagion effect on the global economy, investors remain cautious with their investment choice, seeking to invest in low to moderate risk investments such as a balanced fund.

Hence, we offer you our Shariah-based OSK-UOB Dana KidSave^# with its balanced asset allocation strategy in equities and invesments comprising sukuk, Islamic money market instruments, deposits and collective investment schemes. The investment in equities will enjoy potential capital appreciation upswings while any downswings will be cushioned by its investments in the latter which are defensive in nature.

^#Note: This is not a capital protected or a capital guaranteed fund. This Fund is not a savings plan for children.

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As investors continue to seek safe investment havens, i.e. investments that are more stable and/or of lower risk and with regular income, we see opportunities in the Asia and Asia Pacific (ex Japan) region. Hence, we now offer you a fund that utilizes a multi-asset strategy to generate potential regular income and capital growth in a fund that invests in three yielding assets i.e. bonds, equities and REITs (real estate investment trusts) from the Asia and Asia Pacific (ex Japan) region.

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In view of the current volatile markets culminating from the Eurozone debt crisis and the concerns of rising global inflation, investors are now wary of the contagion effect on the domestic and global economies. As such, investors are now looking for stable investments with income and growth potential. Hence we offer a fund that will potentially meet such needs as this Fund’s investment invests in Asian equities and Asian fixed income securities which offer income and potential growth of capital.

 

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Emerging Markets (EM) continue to drive global growth as we enter 2013, accounting for 71.6%¹ of the global growth in 2012. As of August 2012, they are currently growing at more than four times the pace of developed markets (DM) economies¹. EM’s underlying fundamentals are strong with respect to the sovereign funding outlook. This implies continued improvements in their creditworthiness as compared to that of DM economies. Further with the improving EM sovereign ratings, inflows into EM fixed income continue to grow steadily, and remain higher compared to other asset classes.

 

With these, we offer you the OSK-UOB Emerging Markets Bond Fund - a fund giving you access to the debt sector of the EM economies.

 

Source: ¹J.P. Morgan, August 2012.

 

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With the world population slated to increase, particularly from the emerging markets like India and China, coupled with the increase in per capita income in the developing nations and an improvement in lifestyle, the demand for food, and in turn agricultural commodities, will see an upward rise. Moreover, with rising income, meat consumption is also expected to increase and therefore more grains, wheat and other soft commodities are needed to feed the poultry demand, thus also creating demand for agricultural commodities. 

 

However, despite the expected increase in demand, supply factors remain constrained due to land and water scarcity caused by urbanisation. Climate has also proven to be very unpredictable in the recent past, with increasing frequency of extreme weather events. This makes the planning and production of crops harder, especially when the supply of agricultural commodities is concentrated in a few countries.

 

This mismatch in demand and supply factors is expected to move prices of agricultural commodities upwards. We have therefore established this Fund so as to capitalise on this potential price increase in the agricultural commodities sector.

 

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With the ongoing global economic recovery and the various opportunities created from the vast stimulus packages put forth by governments around the world, we are currently witnessing differing levels of economic expansion across all economies. And different asset classes such as equities, bonds, commodities, currencies and cash perform differently under different stages of economic expansion. Hence, we now offer you a fund that will capitalise on the potential opportunities arising from the different market conditions resulting from this economic expansion phase by dynamically investing in multi-asset classes that are expected to do well in specific market conditions.

 

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With the enormous growth potential of Indonesia’s economy driven by promising factors such as its populous and young population, rising middle income, banking reforms, infrastructure developments and its wealth of mining and agriculture resources from amongst others, charcoal, palm oil and timber, we now offer you the OSK-UOB Indonesia Equity Growth Fund, a fund established to tap into the vast growth potential of Indonesia. 

 

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As the conduit of everyday business, the financial sector lies at the centre of any modern economy. Asia is in an exciting stage of economic development and its financial sector, which mirrors this dynamism, is set to enjoy strong growth potential.

 

Participate in Asia’s financial sector that stands at the heart of Asia’s investment story. Introducing the OSK-UOB Asia Financials Fund.

 

OSK-UOB Asia Financials Fund – The Heart of Asia’s Investment Story

 

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Following the US government pump priming efforts during the global financial crisis, we are now witnessing the US economy being stabilised and poised for economic recovery albeit at its early stage. Henceforth, we offer investors a US-focused equity fund to capitalise on the US economic recovery.  

 

OSK-UOB US Focus Equity Fund – It is PRIME time to up your STAKES.

 

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Introducing Malaysia’s first Flexible China Investment Solution.

  

We now offer Malaysian investors the opportunities to invest in the China A-shares market and renminbi Money Market through our OSK-UOB Flexifund China Solutions. This is an umbrella fund comprising two sub-funds that offer investors investments into the dynamic market of China, which is traditionally limited to Chinese nationals only.

  

The Fund is exclusively distributed by United Overseas Bank (M) Berhad - Privilege Banking and is only offered to ’qualified investors’ as defined in the Information Memorandum of the OSK-UOB Flexifund China Solutions.

 

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In the last ten years, China and India equities have significantly outperformed global equity markets as a whole¹ and we believe that the two markets will continue to outperform, driven by the triple growth engines of investment, consumption and exports. These growth engines make China and India extremely dynamic economies and offer potentially one of the most exciting investment opportunities for investors today.

 

¹Source: 11 November 2009, Bloomberg. Calculations based on MSCI China, MSCI India and MSCI World, 1 January 2000 – 6 November 2009.

 

OSK-UOB China-India Dynamic Growth Fund – Two giants, one investment.

 

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The growth of Asian economies has for many years been underpinned by their export sectors. We, however, believe that a long-term structural shift is underway and consumer demand is set to play a larger part in driving Asian economies. The powerful force behind this important change in the world’s most populous continent is the steady rise of Asia’s middle class. The surge in the population of young Asians, expected growth of Asian household income, increase in urbanization that typically results in changing lifestyles and consumption patterns are just some of the factors that are changing and increasing consumer demand in Asia.

 

So, capitalize on the rising consumer demand in Asia with OSK-UOB Asia Consumer Fund.

 

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Investors can now participate in the vast growth potential of the ASEAN economies.

 

With OSK-UOB ASEAN FUND, investors can potentially benefit from the Fund’s investments in securities of companies whose businesses are in the ASEAN countries which offer high growth potential. The Fund’s investment focus is in the ASEAN-5 member countries (comprising Malaysia, Singapore, Thailand, Indonesia, Philippines) and Vietnam.

  

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Following the global financial crisis, governments around the world are pump-priming their economy with various stimulus package to revive their respective economies. Hence, we now offer you a fund that will capitalise on the sectors and/or markets, which are primed to benefit from these economic stimulus package.

 

OSK-UOB Global Stimulus Fund - a fund that benefits off the economic stimulus packages from around the world.

  

This Fund is exclusively distributed by Citibank Berhad.

 

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With gold, precious metals and other commodities deriving good prices, companies involved in the mining and exploration of such precious metals and commodities stand to benefit from these soaring prices.

 

Thus, OSK-UOB Gold and General Fund offers investors an investment opportunity to participate in the potential benefits presented by these companies.

  

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Energy, the sector the world can’t live without. Best of all, the demand is perpetual, be it for conventional energy like crude oil or ’clean’ energy such as bio-fuel, wind energy, solar energy, etc. With such potential, this is the sector you should not miss.

 

OSK-UOB Energy Fund - A Fund that offer investors an opportune time to participate in the global energy sector when prices of the key energy sources i.e. crude oil, are at its low.   

  

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