InvestDIY Best of Bond Funds

3-Year return of 5.6% p.a.! 

Best of Bond Funds


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InsureDIY will be entitled to and will receive fee(s) pursuant to the terms of this Agreement. InsureDIY is independent of and not a representative or agent of, or in partnership or joint venture with, Phillip Securities Pte Ltd ("PSPL") and that PSPL has no responsibility and does not accept any responsibility for the actions or inaction of the InsureDIY; and PSPL only provides execution and/or clearing services to the Clients with respect to the Investment Products the Clients will buy and/or sell via the Licensed Technology and all financial advisory with respect to the same is to be secured by the Clients solely from the InsureDIY.

I understand that a platform fee of 0.2% p.a. will be charged to my wrap account.

I am proficient in English and  I understand that any inaccurate or incomplete information provided by me may affect the outcome of the Customer Knowledge Assessment.

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I understand that the funds are not guaranteed funds and returns can be negative and I may lose the value of my investment. 

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Key features for InvestDIY's Best of Bond Funds 

Guaranteed Returns

5.6% p.a. past 3-Year return

3 year term

Low-Medium Risk

Capital Guaranteed

InvestDIY Star Rated

Merlion

Super low fees

InsureDIY Online Application

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Application

Why Apply for InvestDIY's Best of Bond Funds

Want to invest in bond funds, but never knew how to select the best?

With our InvestDIY Star Rating System, you can now easily invest a basket of funds from global fund managers to give you diversification! Best of all, you will enjoy super low platform fees of 0.2% p.a. and no upfront sales charge!

Available for cash or SRS investments.

Apply above to invest in the Best of Bond Funds:

blackrock-bond-fund   PIMCO_bond_fund

 

 

Check out the aggregated past performance of our selected Best of Bond Funds.

1-Year Return 3-Year Return 5-Year Return
8.85% 5.6% 5.78%

As at 31 Dec 2020.

Find out more about our InvestDIY Star Rating System here.

Have a question you need answered?  

Email (best way to reach us): [email protected]

WhatsApp: +65 9151 5963 (Mon to Fri: 9am - 5pm)

How to Apply

1
apply

Apply above (we will prepare a wrap account application with Phillips Securities*.)

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2
fund the account

Transfer your funds into the trading account

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4
authorise the trade

Authorise the trade once we send you the notification.

seniors playing chess

 

Referral Program

Best of Bond Funds is also eligible for the Refer a Friend program. Refer your friends and family and get DIY$10 for each referral.

DIY$ can be exchanged for vouchers including InsureDIY vouchers, NTUC Fairprice and Cold Storage vouchers. Check out our rewards catalogue here.

How to refer:
Simply ask your friend to select "Referral" during the application process and key in your email address or referral code when they apply here

Referral Reward
DIY$10 each

* Only applicable if your friend has not bought any insurance policy or unit trust through InsureDIY before. DIY$ will be awarded 90 days after your investment.


InvestDIY Best of Bond Funds Details

Your monies will be invested equally into the four selected funds below. These funds have been selected based on our rigorous InvestDIY Star Rating System where the highest ratings are for funds that:

  • produce consistent performance
  • outperformance relative to benchmarks
  • are able to manage downside 

BlackRock: Global Corporate Bond Fund

PIMCO: Global Real Return Fund

PIMCO: Global Bond Fund

JP Morgan: Global Corporate Bond Fund

Rest assured that we will review the performance of these funds regularly and will recommend that you re-balance your investments where needed. You can choose to accept our recommendations or continue with your existing allocation.

 

Key Overall Statistics
1-Year Return 8.85%
3-Year Return 5.6%
5-Year Return 5.78%
Fund sizes $2bn - $16bn
Average Management Fee p.a. 1.12%
Platform fee p.a. 20 bps***

Returns are net of management fee and gross of platform fee.

 

Fund Details

blackrock-bond-fund Global Corporate Bond Fund
Fund Manager BlackRock (Singapore) Limited
Base Currency USD
Portfolio Managers
Michael Krautzberger
Stephan Bassas
Tom Mondelaers
Summary of Fund The Global Corporate Bond Fund seeks to maximise total return. The Fund invests at least 70% of its total assets in investment grade corporate fixed income securities issued by companies worldwide. Currency exposure is flexibly managed.
Fund Size US$2bn
Geography Global
Benchmark Index

BBG Bar Glb Agg Corp Bd USD Hedged

Asset Class

Fixed Income

Sector

Corporate

Documents

Product Highlight Sheet

Fact Sheet

Prospectus

 

 

PIMCO_BOND_FUNDS GIS Global Real Return Fund
Fund Manager PIMCO
Base Currency
USD
Portfolio Managers
Lorenzo Pagani
Steve A. Rodosky
Daniel He
Summary of Fund The Global Real Return Fund is an actively managed portfolio of primarily intermediate duration, global inflation-linked bonds issued by governments their agencies or instrumentalities and corporations. The fund may also have limited tactical holdings, including nominal government, mortgage, corporate or money market securities.
Fund Size US$2bn
Geography Global
Benchmark Index

Bloomberg Barclays World Government Inflation‑Linked Bond USD Hedged Index

Asset Class

Fixed Income

Sector

Inflation Linked

Documents

Product Highlight Sheet

Fact Sheet

Prospectus

 

PIMCO_BOND_FUNDS GIS Global Bond Fund
Fund Manager PIMCO
Base Currency
USD
Portfolio Managers
Andrew Balls
Sachin Gupta
Lorenzo Pagani
Summary of Fund The Global Bond Fund is a diverse, actively managed portfolio of global fixed-income securities. The average duration of the fund will normally vary within +/-3 years of the benchmark. The fund invests primarily in a diversified portfolio of investment grade bonds denominated in major world currencies.
Fund Size US$16bn
Geography Global
Benchmark Index

Bloomberg Barclays Global Aggregate (USD Hedged) Index

Asset Class

Fixed Income

Sector

Diversified

Documents

Product Highlight Sheet

Fact Sheet

Prospectus

 

  Global Corporate BondFund
Fund Manager JPMorgan Asset Management (S) Limited
Base Currency
SGD
Portfolio Managers
Lisa Coleman
Andreas Michalitsianos
Lorenzo Napolitano
Usman Naeem
Summary of Fund To achieve a return in excess of global corporate bond markets by investing primarily in global investment grade corporate debt securities, using derivatives where appropriate.
Fund Size S$10bn
Geography Global
Benchmark Index

BBgBarc Gbl Agg Corp 0901 TR Hdg USD

Asset Class

Fixed Income

Sector

Corporate

Documents

Product Highlight Sheet

Fact Sheet

Prospectus


 
 

Here are some common questions about InvestDIY Best of Bond Funds

1. Why do I have to apply for a wrap account?

* The wrap account is on a platform run by Phillips Securities and is authorised to collect monies and to execute trades with fund managers. Your monies will be held in custody with Phillip Securities in trust. We do not collect your funds or handle your money directly.

As this is a one-time set up process, we will also ask if you want to set up such that you can use your CPF monies for investment in the future in addition to a cash account. You can also invest your SRS monies into our Best of Bond Funds.

 

2. Is the return or capital guaranteed?

Whilst each fund provides diversification, both the return and your capital are not guaranteed for any of these funds.

 

3. What is the minimum and maximum investment amounts?

The minimum investment amount is S$10,000. This means that for a S$10,000 investment, S$2,500 will be invested in each of the 4 funds.

There is no maximum investment amount. 

 

4. Is there a sales charge?

Enjoy our super low fees! There is no sales charge for your investment.

 

5. What is a platform fee?

*** The Phillips Security platform will be used to execute transactions, provide statements, hold your funds in custody with Phillip Securities in trust in addition to providing other services. A small fee of 0.2% p.a. will be charged for the platform services and the indicative return shown is before the the deduction of the platform fee. 

 

6. When should I be thinking about investing into such bond funds?

If you are keen on savings or investment products and have enough assets such that this investment is not a substantial part of your portfolio, you can consider investing in these funds.

In addition, there should not be any factors that are expected to impact you net assets significantly. e.g. expect to use the funds to purchase property soon.

 

 

InvestDIY is a brand under InsureDIY. InsureDIY is a Broker licensed by the Monetary Authority of Singapore and is an Exempt Financial Adviser. This advertisement has not been reviewed by the Monetary Authority of Singapore.

All return figures and other statistics shown above are for illustrative purposes only as past performance are not indicative of future performance or results. Actual returns will vary greatly and depend on various factors and involves risk. It is important to note that the capital value of investments and the income from them may go down as well as up and may become valueless. Some of the statements contained in this website may be considered forward-looking statements which provide current expectations or forecasts of future events. There is no assurance that the conditions described in this website will remain in the future and actual results may differ materially. The information contained within this website has not been reviewed in the light of your personal circumstances. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice.