Investment Objective

To achieve a stable overall return over the long term by investing in a diversified portfolio of global equities and fixed-interest securities and is expected to invest 50 per cent of its assets in equities and 50 per cent in fixed-interest securities

Fund Details

Latest Fund Expense Ratio: 1.21%

Launch Date(dd/mm/yyyy): 01/12/2000

Unit Price: HKD 34.8338

Fund Size: HKD 897.87M

Fund Commentary

Global equities rallied over June. US stocks closed June modestly higher, despite worries that lockdown measures would have to be re-imposed in states that were seeing a surge in new COVID-19 infections. European equities recorded solid gains (in EUR terms) in June, boosted by signs of recovery in economic activity and further supportive measures from the European Central Bank. Global government bond yields initially trended higher, but later fell again as the Federal Reserve reiterated its gloomy economic outlook.

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