Lion Global Investors Rolls Out Islamic Income and Growth Fund with BIBDS

The Lion-BIBDS Islamic Income & Growth Fund is a globally diversified, Shariah-compliant multi-asset fund built for regular income and long-term capital appreciation, and is the second collaboration between LGI and BIBDS, further broadening the range of Islamic investment solutions available to investors in Singapore, Brunei and beyond.

SINGAPORE, 8 JULY 2026 – Lion Global Investors (“LGI”) and BIBD Securities Sdn Bhd (“BIBDS”), Brunei’s leading Shariah-compliant securities firm, have launched the Lion-BIBDS Islamic Income & Growth Fund (“the Fund”), a Shariah-compliant multi-asset solution designed to provide investors with regular income and long-term capital appreciation through globally diversified and ethically aligned investments.

The Fund adopts an actively managed multi-asset strategy designed to provide investors with regular income while offering the potential for long-term capital appreciation across varying market conditions. It pursues a strategic allocation of approximately 70% to Shariah-compliant global equities* to capture growth opportunities, and 30% to Shariah-compliant fixed income* instruments to support income generation and capital preservation. The portfolio may also hold cash, cash equivalents and Islamic liquidity funds to manage liquidity and navigate changing market environments.

To achieve broad diversification, the Fund may invest in a range of Shariah-compliant collective investment schemes and exchange-traded funds (ETFs), including global Islamic equity and fixed income strategies deemed permissible by its Shariah Advisory Body. The Fund may also allocate a small portion of its assets to Shariah-compliant gold ETFs as an additional diversification tool. Investors can choose between accumulation or quarterly income distribution options, catering to a range of financial goals. All income distributions will be subject to a Shariah-guided dividend purification process¹ to ensure continued alignment with Islamic investment principles.

Combining Investment Depth with Shariah Insight
As investors seek balanced exposure to income and growth amid geopolitical uncertainty and shifting market cycles, multi-asset strategies are gaining traction across the region. The Lion-BIBDS Islamic Income & Growth Fund responds to this demand with a diversified, values-aligned solution, drawing on both firms' Shariah-compliant investment expertise alongside LGI's multi-asset capabilities and BIBDS' strong presence in Islamic markets.

The Fund is the second collaboration between LGI and BIBDS, following the inception of the Lion-BIBDS Islamic Enhanced Liquidity Fund in March 2024. It reinforces the two firms' ongoing commitment to broadening access to quality Shariah-compliant investment solutions for investors in Singapore, Brunei and the wider region.

Teo Joo Wah, CEO, Lion Global Investors said, “The launch of the Lion-BIBDS Islamic Income & Growth Fund reflects our continued commitment to broadening access to high-quality, values-aligned investment solutions. Building on the strong foundation of our first collaboration with BIBDS in 2024, this next step allows us to bring together income and growth in a single, globally diversified Shariah-compliant portfolio. We are pleased to deepen our partnership with BIBDS and to support investors in Singapore, Brunei and the wider region in achieving their long-term financial goals in a manner consistent with their values."

Jason Wong, Managing Director of BIBD Securities said, “This second collaboration with Lion Global Investors reflects our shared commitment to expanding access to quality Shariah-compliant investments. The Lion-BIBDS Islamic Income & Growth Fund gives our clients globally diversified exposure with the potential for sustainable income and long-term capital growth, while staying true to the Shariah principles that guide us.”

The Lion-BIBDS Islamic Income & Growth Fund is endorsed by the BIBDS Shariah Advisory Body and is managed by a team with an average of 26 years of investment experience. With a globally diversified portfolio and flexible income options, the Lion-BIBDS Islamic Income & Growth Fund is positioned to help investors achieve their long-term financial objectives while staying true to their values.

For more information about the Lion-BIBDS Islamic Income & Growth Fund, visit www.lionglobalinvestors.com

*+/- 10% leeway for tactical asset allocation
¹Please note that the dividend purification process forms part of the fund manager’s internal investment processes and is subject to change, revision or modification at the sole discretion of the fund manager without prior notice.

Disclaimer – Lion Global Investors Limited
This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. It is for information only, and is not a recommendation, offer or solicitation for the purchase or sale of any capital markets products or investments and does not have regard to your specific investment objectives, financial situation, tax position or needs.

You should read the prospectus and Product Highlights Sheet of the relevant fund which are available and may be obtained from Lion Global Investors Limited (“LGI”) or any of its distributors, for further details including the risk factors and consider if a fund is suitable for you and seek such advice from a financial adviser if necessary, before deciding whether to invest in the fund. Applications for units in our funds must be made on forms accompanying the prospectus.

Investments in our funds are not obligations of, deposits in, guaranteed or insured by LGI or any of its affiliates and are subject to investment risks including the possible loss of the principal amount invested. The performance of a fund is not guaranteed and the value of units in a fund and the income accruing to the units, if any, may rise or fall. Past performance, payout yields and payments as well as any predictions, projections, or forecasts are not necessarily indicative of the future or likely performance, payout yields and payments of a fund. Any extraordinary performance may be due to exceptional circumstances which may not be sustainable. Dividend distributions, which may be either out of income and/or capital, are not guaranteed and subject to LGI’s discretion. Any such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value of the fund. Any references to specific securities are for illustration purposes and are not to be considered as recommendations to buy or sell the securities. It should not be assumed that investment in such specific securities will be profitable. There can be no assurance that any of the allocations or holdings presented will remain in the fund at the time this information is presented. Any information (which includes opinions, estimates, graphs, charts, formulae or devices) is subject to change or correction at any time without notice and is not to be relied on as advice. You are advised to conduct your own independent assessment and investigation of the relevance, accuracy, adequacy and reliability of any information contained herein and seek professional advice on them. No warranty is given and no liability is accepted for any loss arising directly or indirectly as a result of you acting on such information. The fund may, where permitted by the prospectus, invest in financial derivative instruments for hedging purposes or for the purpose of efficient portfolio management. The Fund may invest in additional Tier 1 and Tier 2 capital instruments that carry elevated risks, including potential write-down, conversion to equity, suspended coupons and loss of capital. The Fund’s net asset value may have higher volatility due to its investment policy or portfolio management techniques. LGI, its related companies, their directors and/or employees may hold units of a fund and be engaged in purchasing or selling units of a fund for themselves or their clients.

©2026 Lion Global Investors® Limited (UEN/ Registration No. 198601745D). All rights reserved. This publication is issued in Singapore by LGI and where applicable in Brunei, by its branch (Brunei company registration No. RFC/00000772). LGI is a Singapore incorporated company, and is not related to any corporation or trading entity that is domiciled in Europe or the United States (other than entities owned by its holding companies).

About Lion Global Investors Limited
Lion Global Investors Limited (Co Reg No. 198601745D) is a part of Great Eastern Holdings and a member of the Oversea-Chinese Banking Corporation Limited (OCBC) Group. Established since 1986, it is a leading and one of the largest asset management companies in Southeast Asia, uniquely positioned to provide Asian equities and fixed income strategies and funds to both institutional and retail investors. As at 31 March 2026, our assets under management (AUM) stands at S$74.5 billion (US$57.8 billion). www.lionglobalinvestors.com

Disclaimer

Terms and conditions for accessing the Lion Global Investors Limited (Lion Global Investors) website.

By accessing our website, you represent and warrant that you are either a Singapore resident or the relevant laws and regulations of your jurisdiction allow you to access the information contained herein. Please read and acknowledge your agreement to the terms and conditions herein.

The funds mentioned in this website are collective investment schemes authorised or recognised by the Monetary Authority of Singapore (the “MAS”) for sale or purchase in Singapore. This advertisement or publication has not been reviewed by the MAS. It is prepared solely for information purposes and does not constitute an offer or solicitation for the purchase or sale of units in the funds. Although Lion Global Investors endeavours to ensure that the information contained herein is accurate, Lion Global Investors does not represent or warrant the accuracy, validity or completeness of the information contained in this website and does not accept any liability for any damages or loss, including loss of profit, whether direct, indirect, economic or consequential, arising from any person’s reliance on the information contained herein. Lion Global Investors shall not be liable for any errors or omissions (including but not limited to errors or omissions of third parties) in the information contained herein.

All applications for units in the funds must be made on application forms accompanying the prospectus. Investors should read the relevant prospectus carefully for details on the funds before deciding whether to subscribe for or purchase units in the funds. A copy of the prospectus can be obtained from the fund manager of the funds, or any of its approved distributors. Lion Global Investors’ funds, unless otherwise stated, are not obligations of, deposits in, or guaranteed or insured by, Lion Global Investors or any of its affiliates. An investment in the funds is subject to investment risks, including the possible loss of the principal amount invested. Past performance of the Fund and the manager as well as any projection or forecast used in this website, are not necessarily indicative of future or likely performance of any funds. The value of units in the fund(s) and the income accruing to the units, if any, may fall or rise. Notwithstanding the foregoing, no offer or solicitation for the purchase or sale of units in the funds is made to anyone in a jurisdiction in which such distribution or offer is not authorised or to any person to whom it is unlawful to distribute such information or make such an offer or solicitation, or which would subject Lion Global Investors to any registration requirement within such jurisdiction, including the United States of America.

Any information, opinion or view presented herein is subject to change without notice. The information provided in this website may contain projections or other forward looking statements regarding future events or future financial performance of countries, markets or companies. Investors must make their own assessment of the relevance, accuracy, adequacy and reliability of the information provided in this website and make such independent investigations as they may consider necessary or appropriate for the purpose of such assessment. Any opinions , estimates, graphs, charts, formulae or devices provided in this website are made on a general basis and is not to be relied on by investors as advice. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of investors acting on any information, views, opinions, projections, estimates, graphs, charts, formulae or devices provided in this website. Lion Global Investors reserves the right to make changes and corrections to any of the aforesaid at any time, without notice.

This website is not intended to provide specific investment, tax or legal advice or to make any recommendations about the suitability of any funds for any particular investor. No consideration has been given to the specific investment objective, financial situation and particular needs of any specific person, and the information herein should not be used as a substitute for any form of advice. Investors should seek their own independent financial, legal, regulatory, tax or other advice before making an investment in the funds. In the event that Investors choose not to seek advice from a financial adviser, Investors should consider whether the fund is suitable for them.

Lion Global Investors, its related companies, their directors, officers and/or employees (collectively known as "Related Persons") may have positions in the funds mentioned in this website. Lion Global Investors and its Related Persons may be engaged in purchasing or selling the funds mentioned in this website for themselves or their client.

Please note that information contained in this website cannot be copied, modified, published, distributed or reproduced in whole or in part without the prior written consent of Lion Global Investors. Where this website contains hyperlinks to third party websites, you understand that such third party websites are independent from our website and the use of such links is entirely at your own risk. Lion Global Investors accepts no responsibility for the content, or the use of, such a website and shall not be liable for any loss or damage caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such third party website.

I have read and accepted the present terms and conditions of use.

I Agree I Disagree