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What investors should know about Lion-OCBC Securities Singapore Low Carbon ETF

What investors should know about Lion-OCBC Securities Singapore Low Carbon ETF

投資者應瞭解Lion-OCBC Securities新加坡低碳ETF
Moomoo News ·  2022/04/13 05:10  · IPO

ETFs (Exchange Traded Funds) represent a basket of assets designed to track an index with low management fees and higher intraday price visibility. In recent years, investors have paid more attention to ETF investing.

交易所交易基金(ETF)代表一籃子資產,旨在跟蹤管理費用較低、盤中價格能見度較高的指數。近年來,ETF投資受到投資者越來越多的關注。

In 2021, the combined AUM of SGX listed ETFs increased from S$8.53 billion to S$12.55 billion, with 22 ETFs recording AUM growth since the end of 2020, while five ETF/ETP debutants that track Singapore Equites, S-REITs, APAC REITs and China Equities ended the year with ~S$300 million in combined AUM.

2021年,新加坡交易所上市ETF的總資產管理規模從85.3億新元增加到125.5億新元,其中22只ETF自2020年底以來實現了資產管理規模的增長,而跟蹤新加坡股票、S-REITs、亞太REITs和中國股票的五隻ETF/ETP在年底的總資產管理規模約為3億新元。

Lion Global and OCBC will jointly launch the Lion-OCBC Securities Singapore Low Carbon ETF on the Singapore Exchange on 28 April 2022.

獅子環球和華僑銀行將聯合推出Lion-OCBC證券新加坡低碳ETF2022年4月28日在新加坡交易所.

The investment objective of the Fund is to replicate as closely as possible, before expenses, the performance of the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index using a direct investment policy of investing in all, or substantially all, of the underlying Index Securities.

該基金的投資目標是採用直接投資政策,儘可能在扣除費用前複製iEdge-OCBC新加坡低碳精選50上限指數的表現,即投資於所有或幾乎所有標的指數證券。

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Brief introduction of the tracked index

跟蹤索引簡介

If you are interested in investing in the low carbon sector, this new ETF might interest you.

如果你有興趣投資低碳行業,這隻新的ETF可能會讓你感興趣。

Singapore Exchange (SGX) and Oversea-Chinese Banking Corporation (OCBC Bank) have jointly launched the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index on March 14, 2022.

新加坡交易所(SGX)和華僑銀行(OCBC Bank)於2022年3月14日聯合推出iEdge-OCBC新加坡低碳精選50上限指數。

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The iEdge-OCBC Singapore Low Carbon Select 50 Capped Index is a suite of equity indices designed to track globally listed Singapore companies that are representative of Singapore's real and financial economy.

這個IEdge-華僑銀行新加坡低碳精選50上限指數是一套股票指數,旨在跟蹤代表新加坡實體經濟和金融經濟的全球上市新加坡公司。

The indices provide an opportunity for investors to reduce the carbon footprint of their investment portfolios.

這些指數為投資者提供了一個機會,以減少其投資組合的碳足跡。

The indices use an exclusionary methodology to remove companies that have a heavy involvement in the fossil fuels sector, while upholding best-in-class selections based on Scope 1 and Scope 2 greenhouse gas emissions (GHG) per unit of revenue.

這些指數使用排他性方法,剔除在化石燃料行業有大量參與的公司,同時支持基於單位收入温室氣體排放量(GHG)的範圍1和範圍2的最佳選擇。

The largest remaining companies by market capitalisation will constitute the indices with capped weighting to ensure portfolio diversification.

剩餘市值最大的公司將構成有上限權重的指數,以確保投資組合多樣化。

Environmental and carbon intensity data used in the index construction are provided by Sustainalytics, a global responsible investment research firm specialised in environmental, social and governance.

指數構建中使用的環境和碳強度數據由可持續發展公司提供,可持續發展公司是一家專門從事環境、社會和治理的全球負責任投資研究公司。

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More about the tracked index and ETF

有關跟蹤指數和ETF的更多信息

According to the constituent's backtracking, the prospectus shows investors the historical performance and risks of this ETF.

根據成分股的回溯,招股書向投資者展示了這隻ETF的歷史表現和風險。

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Source: iEdge-OCBC Singapore Low Carbon Select 50 Capped Index's factsheet as of 31st Dec 2021

來源:iEdge-華僑銀行新加坡低碳精選50上限指數截至2021年12月31日的情況説明書

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Source: iEdge-OCBC Singapore Low Carbon Select 50 Capped Index's factsheet as of 31st Dec 2021 

來源:iEdge-華僑銀行新加坡低碳精選50上限指數截至2021年12月31日的情況説明書

According to the prospectus, the 10 largest constituents of Lion-OCBC Securities Singapore Low Carbon ETF are as followed.

根據招股説明書,Lion-OCBC Securities新加坡低碳ETF的10大組成部分如下。

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For more information, please refer to the Prospectus, Lion Global website

有關詳細信息,請參閲 招股説明書, 獅門環球網站

No content herein shall be considered an offer, solicitation or recommendation for the purchase or sale of securities, futures, funds or other investment products. It does not take into account your investment objectives, financial situation or particular needs. All information and data, if any, are for reference only and past performance should not be viewed as an indicator of future results. It is not a guarantee for future results. Investments in stocks, options, ETFs, funds and other instruments are subject to risks, including possible loss of the amount invested. The value of investments may fluctuate and as a result, clients may lose the value of their investment. Please consult your financial adviser as to the suitability of any investment.

本協議的任何內容均不得視為買賣證券、期貨、基金或其他投資產品的要約、邀約或推薦。它沒有考慮到你的投資目標、財務狀況或特殊需求。所有信息和數據(如果有)僅供參考,過去的業績不應被視為未來結果的指標。這並不能保證未來的結果。對股票、期權、ETF、基金和其他工具的投資受到風險的影響,包括可能損失的投資額。投資的價值可能會波動,因此,客户可能會失去投資的價值。關於任何投資的適宜性,請諮詢您的財務顧問。

This advertisement has not been reviewed by the Monetary Authority of Singapore

此廣告未經新加坡金融管理局審核

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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