05-03-2018, 12:37 PM
Value hunters
By: Trinity Chua
03/03/18, 08:00 am
SINGAPORE (Mar 2): Founded in 2012 by Kevin Tok, a former financial planner, and veteran fund managers Eric Kong and Wong Seak Eng, Aggregate Asset Management has one fund: the Aggregate Value Fund.
As at end January, the fund holds more than 600 Asia-Pacific-listed stocks assets under management (AUM) of $507 million.
Uniquely, the fund does not charge its investors an annual management fee. Instead, Aggregate takes 20% of the fund’s annual profits if the fund exceeds its previous net asset value record. The fund is only available to accredited investors and has a minimum subscription of $150,000.
Aggregate aims to produce absolute annual gains of at least 10%, and has managed to do so every year except one. The fund had a dividend yield of 3.5% as at end-December last year. Aggregate holds its stocks for an average period of between three and five years.
More details in https://www.theedgesingapore.com/value-hunters
or
Get a copy of The Edge Singapore (Issue 820, March 5)
By: Trinity Chua
03/03/18, 08:00 am
SINGAPORE (Mar 2): Founded in 2012 by Kevin Tok, a former financial planner, and veteran fund managers Eric Kong and Wong Seak Eng, Aggregate Asset Management has one fund: the Aggregate Value Fund.
As at end January, the fund holds more than 600 Asia-Pacific-listed stocks assets under management (AUM) of $507 million.
Uniquely, the fund does not charge its investors an annual management fee. Instead, Aggregate takes 20% of the fund’s annual profits if the fund exceeds its previous net asset value record. The fund is only available to accredited investors and has a minimum subscription of $150,000.
Aggregate aims to produce absolute annual gains of at least 10%, and has managed to do so every year except one. The fund had a dividend yield of 3.5% as at end-December last year. Aggregate holds its stocks for an average period of between three and five years.
More details in https://www.theedgesingapore.com/value-hunters
or
Get a copy of The Edge Singapore (Issue 820, March 5)
Specuvestor: Asset - Business - Structure.