UOBSD (UOB Smart Dividend Fund) is a mutual fund designed to provide investors with a steady income stream through dividends while seeking long-term capital growth. Managed by UOB Asset Management, one of the leading asset management firms in Asia, UOBSD is particularly attractive to those who are looking for a combination of both income and potential appreciation in the value of their investments.
Investment Objective
The primary goal of the UOBSD fund is to provide investors with regular income in the form of dividends. The fund mainly invests in a diversified portfolio of high-quality dividend-paying equities, fixed-income securities, and other instruments that are expected to generate consistent income. At the same time, it aims for moderate capital appreciation over time.
Investment Strategy
UOBSD focuses on selecting investments that have a track record of paying reliable and consistent dividends. The fund adopts a value-based approach, investing in assets that offer attractive dividend yields while maintaining a balance of risk and return. The fund also has flexibility in investing in a wide range of asset classes, including equity and fixed-income instruments, to ensure a diversified portfolio.
The managers carefully select stocks that are expected to generate long-term growth and dividends, allowing investors to benefit from both income and capital appreciation. The fund may also allocate assets to other income-generating securities such as bonds and money market instruments to achieve the desired returns. shutdown123