Investment Funds Factsheets


These factsheets are being provided for informational purposes only. Life Planning Associates Pte Ltd bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.

A key to mitigating investment risk is to diversify. An ancient proverb attributed to Solomon says, “Give portions to seven, yes, to eight for you do not know what disaster may come upon the land.”  Ecclesiastes 11:2

Facing today’s realities, we believe a diversified investment allocation which is biased towards Asia and anchored to a value-based approach to investing, will hold us in good stead as we navigate into an unpredictable future.

In our risk adjusted customised plans for you, we have worked out allocations across four primary categories:

  • Asia Value with Growth potential
  • Global value
  • European value
  • Global growth


In the section below, you will find monthly Investment Fund Fact Sheets which provide useful updates.

The formats vary within a template of essential information that provide investors with a comprehensive summary of the fund’s investment’s performance and key characteristics. As you gain familiarity with them, you will likely find them helpful in understanding the fund managers’ views and responses to evolving situations.