FSGV targets “catalytic growth and shareholder value creation”, with Fullerton’s team identifying and engaging companies undertaking actions such as restructuring, divestments, share buybacks and dividend improvements. The mandate spans all market-cap tiers, including the “dynamic yet often under-owned” mid- and small-cap segment, with sector allocations guided by fundamentals across financials, real estate and industrials. Both accumulation and distribution share classes will be offered.
Fullerton Fund Management has launched the Fullerton Singapore Value-Up (FSGV) fund — the first retail equity fund to debut under the Monetary Authority of Singapore’s Equity Market Development Programme (EQDP) — following its appointment in July as part of the programme’s initial cohort.
The fund invests exclusively in SGX-listed securities across large-, mid- and small-caps, including IPOs and secondary listings, and is run as a high-conviction portfolio of 20-40 stocks aiming to outperform the FTSE Straits Times All-Share Total Return Index through active management.
