Lion-OCBC Securities Singapore Low Carbon ETF

Do good. For your portfolio and our planet.

Why you will love this

Participate in Singapore’s transition to a low-carbon economy

Build a diversified portfolio representative of Singapore’s real and financial economy with environmentally friendly ETFs

Invest in the top 50 Singapore companies with lower carbon footprint

Tap into Singapore’s first low-carbon ETF - a diversified fund that gives you access to 50 Singapore companies with a lower carbon footprint.

Fund information

iEdge-OCBC Singapore Low Carbon Select 50 Capped Index outperformed market benchmarks (STI, SIMSCI) on a 3-year, 5-year and 10-year time horizon

Performance (SGD) as of 31 March 2022

Performance (SGD)
Source: SGX Index Edge as of 31 March 2022.
All information for the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index prior to its launch is back tested. Back tested performance of the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index reflects hypothetical historical performance of the Index. Past performance is not necessarily indicative of future performance. The iEdge-OCBC Singapore Low Carbon Select 50 Capped Index was launched on 14 March 2022.

Facts about the Lion-OCBC Securities Singapore low carbon ETF

^Distribution cycle will start 6 months after listing

Promotion

Exclusive promotion for Lion-OCBC Securities Singapore Low Carbon ETF

Get S$50 cash rebate for every S$1,000 in a single buy trade of Lion-OCBC Securities Singapore Low Carbon ETF from 15 November 2022 – 31 January 2023 (both days inclusive), capped at S$500 per customer. Limited redemptions only, on a first come first serve basis.

Upon promotion end date, the cash rebate will be credited to the trading account by 1 April 2023.

Terms and conditions apply.

Trade now

RELEVANT INFORMATION
Top 10 holdings

Table will be revised when the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index is rebalanced.
Source: SGX Index Edge as of 31 March 2022

Sector Breakdown

Real Estate

28.0%

Financials

25.9%

Technology

14.3%

Industrials

8.4%

Telecommunications

8.2%

Consumer Discretionary

5.8%

Consumer Staples

4.9%

Energy

3.8%

Health Care

0.4%

Basic Materials

0.3%

Source: SGX Index Edge as of 31 March 2022.

The sustainability trend

LION-OCBC-SECURITIES-logo

Ever wondered how you can do good for the environment through low-carbon investing and be part of the growing Singapore economy at the same time?

The Lion-OCBC Securities Singapore Low Carbon ETF lets you do just that. Gain access to the top 50* Singapore companies – from Singtel to Sea Limited - that have a lower carbon footprint. Invest in the best of Singapore, today. *Based on the underlying Index Securities of the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index

Why choose the Lion-OCBC Securities Singapore Low Carbon ETF

Climate change is the defining crisis of our time. As the biggest long-term threat to humanity, the need to transit to a low-carbon economy is more urgent than ever. Investors now recognise the importance of managing the risks and seizing the opportunities that climate change presents. Increasingly, more capital is allocated to align investment portfolios with a low-carbon and climate-resilient future. The Lion-OCBC Securities Singapore Low Carbon ETF gives you the opportunity to embark on the decarbonisation journey of Singapore’s real and financial economy.

Global Warming Challenge

Heed call to action by world and business leaders to avert serious consequences of climate change.

National Sustainability Agenda

Support Singapore and Singapore companies in their transition to a low-carbon economy.

Singapore Index 2.0

Capture global growth opportunities of Singapore companies, be it local- or foreign-listed.

Lower Carbon Portfolio

Mitigate climate risks by investing in a lower carbon, climate-aligned portfolio.
Featured contents
Lion-OCBC Securities Singapore Low Carbon ETF: more than what its names says

What is the ETF about? Why track the top 50* Singapore companies that have a lower carbon footprint? Who is this ETF for and how does it differ from other popular ETFs that track the Straits Times Index?

*Based on the underlying Index Securities of the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index.

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Interested to learn about Environmental, Social, and Governance (ESG) and ESG investing? Follow our podcasts on YouTube and Spotify.
Fees and charges

CDP Charges

Clearing fee

: 0.0325% + GST

Trading fee

: 0.0075% + GST

Settlement instructions

: S$0.35 + GST

Commission rates for SGX Market (traded currency in SGD)

Contract value

Broker assisted

Online

Up to S$50,000

0.50%

0.275%

S$50,000 - S$100,000

0.40%

0.22%

More than S$100,000

0.25%

0.18%

Minimum commission

S$40

S$25

Understanding the risks

The ETF is subject to the following principal risks including but not limited to market risk, index sector risks, concentration risk, tracking error risk, foreign exchange risk and risk factors relating to the index. Some or all of the risks may adversely affect the Fund’s Net Asset Value, yield, total return and/or its ability to achieve its investment objective. You should note the risk factors associated with investing in the ETF fund for sustainable energy and more. The statements in the prospectus are intended to be summaries of some of these risks. They are by no means exhaustive and they do not offer advice on the suitability of investing in the ETF. You should read the prospectus and carefully consider the risk factors described together with all of the other information included in the prospectus before deciding whether to invest in your chosen environmentally friendly fund.


Read the disclaimer

The information provided herein is a compilation or summary of materials and data based from external sources available to OCBC Securities Private Limited (“OSPL”), and does not represent OSPL’s view on the matters mentioned. Whilst we have taken all reasonable care to ensure that the information contained in this publication is not untrue or misleading at the time of publication, we cannot guarantee its accuracy or completeness, and you should not act on it without first independently verifying its contents. Trading in capital market products and borrowing to finance the trading transactions (including, but not limited to leveraged trading or gearing) can be very risky, and you may lose all or more than the amount invested or deposited. Where necessary, please seek advice from an independent financial adviser regarding the suitability of any trade or investment product taking into account your investment objectives, financial situation or particular needs before making a commitment to trade or purchase the investment product. You should consider carefully and exercise caution in making any trading decision whether or not you have received advice from any financial adviser. You should also read the relevant prospectus and/or profile statement (a copy of which may be obtained from the relevant fund manager or any of its approved distributors), prior to any trading or investment decision. In relation to collective investment schemes, the value of the units and the income accruing therefrom, if any, may rise or fall. For funds that are listed on an approved exchange, investors are not allowed to redeem their units in those funds with the manager, except under certain specified conditions. The listing of the units of those funds on any approved exchange does not guarantee a liquid market for the units. No representation or warranty whatsoever (including without limitation any representation or warranty as to accuracy, usefulness, adequacy, timeliness or completeness) in respect of any information (including without limitation any statement, figures, opinion, view or estimate) provided herein is given by OSPL and it should not be relied upon as such. OSPL does not undertake an obligation to update the information or to correct any inaccuracy that may become apparent at a later time. OSPL shall not be responsible for any loss or damage howsoever arising, directly or indirectly, as a result of any person acting on any information provided herein. The information provided herein is intended for general circulation/discussion purposes only and may not be published or circulated in whole or in part without our written consent. All trademarks, registered trademarks, product names and company names or logos mentioned herein are the property of their respective owners, and you agree that you will not do anything to infringe or prejudice those rights. Reference to any products, services, processes or other information, does not constitute or imply endorsement, sponsorship or recommendation thereof by OSPL.

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


How to apply

Do good for our planet and your portfolio with Lion-OCBC Securities Singapore Low Carbon ETF

FAQs
FAQs about the Lion-OCBC Securities Singapore Low Carbon ETF
What is an ETF?

Exchange traded Funds (ETFs) provide you access to a diversified portfolio of securities, and allow you to track the performance of asset classes like shares, bonds or commodities. With ETFs, you can instantly invest in a basket of securities without having to purchase the individual shares.

What is ESG investing?

ESG stands for Environmental, Social, and Governance. ESG investing is the consideration of environmental, social and governance (ESG) factors alongside financial factors, in the investment decision-making process.

Different labels like sustainable investing, socially responsible investing, ethical investing and impact investing all form part of ESG investing, with ESG factors covering an extremely broad range of issues - from avoiding investing in tobacco companies to financing clean water initiatives.

Source: OCBC, Fidelity International. Read more.

Why does Environmental, Social, and Governance (ESG) matter?

There are two broad schools of thought when it comes to why ESG matters; one starts from the role of investors in society and the other focuses on risk management.

Many investor groups including pension funds, charities and endowment funds, see their role as more than just return-seekers. They are conscious that funding our retirements, financing societal initiatives and contributing to the cost of education, can give them a function within wider society.

With this responsibility comes influence. These investor groups manage significant pools of capital; directing this capital gives them a substantial amount of authority. They decide how and where they want their funds allocated, and can choose to favour investments that aim not to have a negative effect on society, or those targeting a positive effect.

The other major philosophy behind ESG is rooted in risk management.

Investors who take this approach incorporate ESG factors into their investment process to help mitigate risk. For example, a potential investment in a company with low ESG standards could expose the portfolio to a variety of risks faced by the company in the future, such as worker strikes, litigation and negative publicity, resulting in lower future returns. For investors, monitoring the ESG credentials of an investment can lead to better risk-based judgements.

Source: OCBC, Fidelity International. Read more.

What is the objective of the Lion-OCBC Securities Singapore Low Carbon ETF?

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.

Source: Lion Global Investors. Read more.

What is the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index?

The iEdge-OCBC Singapore Low Carbon Select 50 Capped Index tracks 50 globally-listed companies domiciled or incorporated in Singapore. Developed by SGX as part of the SGX Sustainability Indices product suite in collaboration with product specialists from OCBC Group, the index uses 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. The index provides an opportunity for investors to reduce the carbon footprint of their investment portfolios.

Source: SGX. Read more.