CURATED PORTFOLIOS
Building bespoke investment solutions tailored to your needs.
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INTRODUCTION
Creating Solutions to Meet Different Portfolio Needs

Curated Portfolios allow the mass affluent and retail investors access to “private banking” institutional investment solutions. Our institutional investment approach involves asset allocation, active fund selection, portfolio monitoring and rebalancing, which are previously available only to high-net-worth clients.

Examples of our offerings include risk-based diversified portfolios which cater to investors with different risk appetites as well as curating thematic portfolios that provide exposures to exciting upcoming trends and themes.

Proprietary investment research and insights across asset classes and strategies
Comprehensive investment manager research and selection
Open architecture and access to best-in-class investment capability
Disciplined risk management, portfolio monitoring and rebalancing
Well-diversified portfolios and solutions
Team Biographies

The Curated Portfolios Team was set up in December 2019 with investment professionals involved in fund research and selection. The team is dedicated to conducting mutual fund and exchange-traded fund research, and constructing risk-based portfolios.

Lion Global Invetors' research efforts are geared towards identifying suitable funds in which we have the highest conviction in their abilities to deliver top-quartile performance within their peer universe on a forward-looking basis.

INTRODUCING
LionGlobal Dynamic Growth: Asian Perspective

LionGlobal Dynamic Growth: Asian Perspective portfolio is constructed using best-in-class actively-managed mutual funds and low-cost ETFs. All of them have been carefully screened and selected by our Curated Portfolios team.

The portfolio is well-diversified across asset classes, aims to achieve superior risk-adjusted returns, providing strategic exposure to Asia and the Emerging Markets as key sources of high yield and growth.

Ideal for
Those who want to strike a good balance between risk and return by investing in best-in-class funds.
Goal
Achieve superior risk-adjusted returns on an annualised basis.
Strategy
Invest in a globally diversified portfolio, rebalanced quarterly, with targeted exposure to Asia and the Emerging Markets.
Composition
Multi-asset class portfolio that consists of best-in-class funds and low cost ETFs.
Risk level
High.
A Portfolio of Best-in-Class Funds and Low-Costs ETFs

Draw upon Lion Global Investors professional expertise to research, analyze and select the top-tier funds and cost-efficient ETFs to build investment portfolios.

The portfolio is not constrained by allocation to any particular manager. Therefore, the portfolio’s investment universe consists of all funds and ETFs on Saxo’s platform.

Created by an experienced investment team specializing in curating portfolios for institutional and private banking-type clients, LionGlobal Dynamic Growth: Asian Perspective makes the benefits of professional fund selection accessible to the retail investor.

Why LionGlobal Dynamic Growth:
Asian Perspective?
Dynamic portfolio management
The portfolio will be rebalanced minimally every quarter, amid a daily/monthly monitoring discipline of all funds in the portfolio.
Aim to achieve superior risk-adjusted annualised returns
We aim to achieve an optimum balance between risk and return.
Globally diversified portfolios
Our investment universe comprises of best-in-class funds and low cost ETFs on Saxo's platform when constructing the portfolio.
A Portfolio of Best-in-Class Funds and Low-Costs ETFs

Draw upon Lion Global Investors professional expertise to research, analyze and select the top-tier funds and cost-efficient ETFs to build investment portfolios.

The portfolio is not constrained by allocation to any particular manager. Therefore, the portfolio’s investment universe consists of all funds and ETFs on Saxo’s platform.

Created by an experienced investment team specializing in curating portfolios for institutional and private banking-type clients, LionGlobal Dynamic Growth: Asian Perspective makes the benefits of professional fund selection accessible to the retail investor.

How to Invest
Please visit the links below for more information on investing into the LionGlobal Dynamic Growth: Asian Perspective portfolio: