
Key Points
- Comprehensive Market Coverage: Access to highly diversified funds spanning relatively resilient safe havens (Singapore), deep-value opportunities (China), high-growth regional hubs (Asia), and multi-asset global protectors.
- Exceptional Historical Performance: Backed by strong track records across all strategies, highlighted by 1 Year returns ranging from 22.57% to 61.31%*.
- Active Alpha-Generation Strategy: Sidesteps rigid passive index limitations to dynamically overweight high-performing sectors like global AI infrastructure, industrial giants, and "New Singapore" renewable energy tech.
- Enhanced Capital Efficiency: Maximizes your market exposure by unlocking up to 3.5x your current portfolio value with a zero-cash-outlay margin loan.
- Optimized Yield Spreads: Capitalizes on a low 3.75% p.a. SGD borrowing cost against higher-yielding assets to eliminate foreign exchange risks and generate positive net carry.
Looking Back: The Past Year's Positive Carry Success Story
|
Fund Name |
One-Year Total Returns * |
|
61.31% |
|
|
22.57% |
|
|
49.62% |
|
|
27.20% |
Suppose you invested in any of these funds a year ago (e.g. 30 April 2025) using FSM Global Margin at the SGD margin financing rate of 3.75% p.a. Over the past 12 months, the iFAST-Amova Singapore Equity Fund generated net capital gains of up to 57.56% (One-Year Total Returns from 30 April 2025 to 30 April 2026, less the annual margin financing rate.) *
These results highlight the potential of combining investments into high performing active alpha strategies with strategic leveraging. By using FSM Global Margin Facility, investors can further diversify their portfolio exposure into these 4 selected funds without liquidating their current holdings, to enhance their investment opportunities and maintain broader market exposure.
This curated lineup of funds spans local, regional, and global markets, allowing investors to access a range of growth opportunities under a single cohesive framework. By pledging these assets, investors can seamlessly transition from a standard growth portfolio to a more optimized, leveraged engine designed to enhance capital efficiency and seek improved risk-adjusted returns, with strategic SGD positive carry.
* Based
on the funds’ April 2026 Factsheet. Returns are calculated based on NAV-to-NAV
basis (without adjustments)
Beyond the Rally - Why These Funds Still Offer Compelling Upside
Despite their strong gains over the past year, the structural growth drivers behind these funds remain firmly intact, creating opportunities for further upside ahead.
Invest in stability and participate in Singapore’s next phase of growth with the iFAST-Amova Singapore Equity Fund. As global markets navigate an increasingly complex macroeconomic environment, Singapore equities continue to demonstrate resilience, supported by strong economic fundamentals, robust corporate governance and long-term structural growth drivers.
The Fund delivered a 1-year return of 61.31% as of 30 April 2026. Its performance has been driven by a high-conviction investment process focused on identifying quality businesses with strong growth prospects, improving fundamentals and attractive valuations before they become widely recognised by the market. This disciplined approach enabled the Fund to identify attractive opportunities ahead of the EQDP-driven rally and continues to uncover companies positioned to benefit from Singapore’s evolving economic landscape.
The Fund focuses on forward-looking “New Singapore” sectors such as technology, renewable energy and digital infrastructure that are expected to benefit from Singapore’s long-term economic transformation. It also actively invests in high-growth opportunities within Singapore’s vibrant small- and mid-capitalisation universe, which may benefit from broader market development initiatives, including the Monetary Authority of Singapore’s (MAS) multi-billion-dollar Equity Market Development Programme (EQDP). By combining bottom-up stock selection with exposure to long-term growth themes, the Fund seeks to deliver sustainable capital appreciation and attractive risk-adjusted returns over time.
Capitalise on long-term opportunities in China’s equity market with the iFAST-Amova China Equity Fund. As global investors re-evaluate asset allocations amid elevated valuations in certain Western markets, China’s equity market presents an attractive opportunity supported by relatively compelling valuations, policy support and long-term structural growth drivers.
The Fund employs a rigorous, research-driven investment process that looks beyond crowded and speculative trades to identify high-quality companies with sustainable growth potential. Through disciplined stock selection and active portfolio management, the Fund seeks to uncover businesses that are well-positioned to generate long-term value for investors. As of 30 April 2026, the Fund delivered a 1-year return of 22.57%.
The Fund focuses on themes such as technological self-reliance and supply chain resilience, which are central to China’s long-term economic transformation. By identifying companies positioned to benefit from supportive domestic policies and China’s continued focus on innovation and technological advancement, the Fund aims to provide investors with exposure to the long-term growth potential of the Chinese equity market while navigating evolving market conditions.
Capture Asia’s dynamic growth opportunities with the iFAST-Amova Asia Premier Trust. As developed markets contend with monetary policy uncertainty and fluctuating interest rates, Asia continues to offer a compelling long-term growth story supported by favourable demographics, rising consumption and strong corporate fundamentals.
The Fund adopts an active investment approach to capture opportunities arising from the region’s ongoing structural transformation, including growing investment in artificial intelligence, digital infrastructure and supportive government policies across key markets. By focusing on companies with strong competitive advantages and long-term growth potential, the Fund seeks to deliver sustainable capital appreciation across market cycles.
The Fund also maintains significant exposure to leading technology and industrial companies across Asia, particularly in Taiwan and South Korea, positioning investors to benefit from the region’s pivotal role in global semiconductor supply chains, innovation and digitalisation trends. The Fund delivered a 1-year return of 49.62% as of 30 April 2026. Managed with a flexible, benchmark-aware approach, the Fund focuses on forward-looking sectors such as Information Technology and Industrials while actively allocating capital to the region’s most compelling opportunities. This enables investors to participate in Asia’s long-term growth trends while benefiting from active stock selection across diverse markets and industries.
Navigate market volatility and pursue long-term wealth accumulation with the iFAST Affluence Global Dynamic Fund. In today’s uncertain investment environment, investors often face the challenge of balancing growth opportunities with prudent risk management. The Fund addresses this through a dynamic multi-asset approach, investing across global equities, fixed income and other asset classes to adapt to changing market conditions.
Leveraging a dual-pronged investment framework, the Fund seeks to manage downside risk while pursuing long-term capital appreciation. Through active asset allocation and disciplined portfolio construction, the Fund aims to identify opportunities across global markets while maintaining diversification and flexibility.
Having delivered a 1-year return of 27.20% as of 30 April 2026, the Fund seeks to outperform the MSCI World Index over the long term through active management and tactical positioning. For investors seeking a professionally managed global portfolio that can adapt to evolving market conditions, the Fund offers a diversified solution designed to pursue growth while managing volatility.
Enhance the Opportunity with SGD Financing via FSM Global Margin Facility
- Zero Additional Capital Outlay: You can pledge your existing portfolio as collateral to secure an FSM Global Margin Loan. This unlocks up to 3.5x your collateral value. It allows you to invest immediately without committing additional capital upfront.
- Elimination of Currency Risk: Because you are borrowing in SGD to buy an SGD-denominated asset, your leveraged position is completely insulated from unfavourable foreign exchange fluctuations.
- Portfolio Diversification without Asset Liquidation: With margin financing, you can diversify your portfolio exposure and enhance investment opportunities without having to liquidate your current assets.
To begin your FSM Global Margin journey, you may first enrol for the margin facility by going to Holdings > Margin Facility Enrolment on the mobile application.
Once your enrolment is complete, you will gain access to a new payment method known as “Margin” when placing trades. To learn more about how it works, click here to view the operational guide.
To learn more about enjoying preferential rates (e.g. SGD borrowing at 3.75% p.a., as of 2 June 2026) as an Accredited Investor, please click here.
Margin Cashback Promotion
From 8th June to 31st August 2026 (both dates inclusive), all FSM Global margin clients will enjoy up to SGD 40 Cashback for every SGD 20,000 Net Margin Loan** using Margin Payment method into selected funds during the promotion period.
Participating Funds:
i. iFAST-Amova Singapore Equity Fund - Class A SGD
ii. iFAST-Amova China Equity Fund - Class A SGD
iii. iFAST-Amova Asia Premier Trust - Class A SGD
iv. iFAST Affluence Global Dynamic Fund - Class A SGD
** Cashback will be computed on a Net Margin Loan basis (Total SGD Margin Buy Trades less total SGD Sales Redemption, less total SGD Margin Loan Repayment) at the end of the Promotion, to be eligible for the promotion.
Terms and Conditions of Margin Cashback Promotion
1. The SGD Cashback Promotion (the “Promotion”) is valid from 8th June 2026 to 31st August 2026, both dates inclusive (the “Promotional Period”).
2. Cash, Switch Buy, CPFIS-OA, CPFIS-SA and SRS transactions are not eligible for this Promotion.
3. Qualifying SGD Net Margin Loan refers to net subscription into the Participating Funds with Margin Payment Method. During the Promotional Period, any existing SGD margin loan balances before 8th June 2026 will not be counted in the computation of the qualifying SGD Net Margin Loan.
4. Clients must be enrolled into FSM Global Margin Facility prior to any margin trade placement.
5. Each FSM Global account holder is eligible up to SGD 40 worth of cashback for every SGD 20,000 invested.
6. Each FSM Global account holder is eligible for up to SGD 800 cashback per account (equivalent to approximately SGD 400,000 in qualifying net margin loan).
7. Cashback will be computed on a Net Margin Loan basis (Total SGD Margin Buy Trades less total SGD Sales Redemption, less total SGD Margin Loan Repayment) at the end of the Promotion. Investors need to maintain a positive net loan position and continue to hold the Participating Funds at the end of Promotional period, to be eligible for the Promotion.
8. Eligible investors will receive the cashback within 6 weeks after the Promotional Period in their SGD Cash Account.
9. FSM Global reserves the right to verify the eligibility of clients and the validity of all qualifying SGD Net Margin Loan.
10. FSM Global reserves the right to claw back any cashback credited if:
· transactions are found to involve artificial manipulation intended to qualify for the Promotion;
· the client’s account is found to have been used in a manner inconsistent with the intent of the Promotion; or
· cashback was awarded based on transactions which are subsequently reversed, cancelled, or otherwise adjusted in a manner that would have affected eligibility, including early repayment of the SGD Margin Loan Repayment and/or redemption of Participating Funds within 1 month from the end of the Promotional Period.
11. FSM Global reserves the right to amend the Terms and Conditions or suspend/terminate the Promotion at any time without prior notification.
12. The decision of FSM Global on all matters relating to the Promotion is final and any appeal will not be entertained by FSM Global.
Disclaimer:
The
use of margin involves a high degree of leverage and risk which can lead to
losses as well as gains which are of a larger magnitude as compared to the
movement of a security or market. You should therefore carefully consider
whether such a financing arrangement and/or investment products you are
purchasing is suitable for you in light of your own financial position,
experience, objectives, ability to bear risks and other relevant circumstances.
Investment products involves risk, including the possible loss of the principal amount invested. Past performance is not indicative of future performance and yields may not be guaranteed. All materials and contents found in this advertisement are strictly for information purposes only and should not be considered as an offer or solicitation to deal in any capital market products. You should consider carefully if the investment products you are purchasing are suitable for your investment objective, experience, risk tolerance and other personal circumstances. If you are uncertain about the suitability of the investment product, please seek advice from a financial adviser, before making a decision to purchase the investment products.
While iFAST Financial Pte Ltd and/or any of its third-party providers has/have tried to provide accurate and timely information, there may be inadvertent omissions, inaccuracies, and typographical errors. Opinions expressed herein are subjected to change without notice.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
