Fri, May 16, 2025 page9

• Standard Chartered, Amundi jointly launch Signature CIO Balanced Fund

  STRATEGIC SOLUTIONS: Celebrating its 40th anniversary, Standard Chartered continues to deliver insightful and professional wealth solutions for Taiwanese investors

  • Staff writer
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  Standard Chartered Bank continues to strengthen its global wealth management offering. In collaboration with Amundi, Europe’s largest and one of the world’s top 10 asset managers, Standard Chartered Bank is proud to introduce the third CIO fund — the “Signature CIO Balanced Fund.”

  In line with the spirit of the CIO Fund series, this fund transforms the market insights of Standard Chartered Group’s Chief Investment Office (CIO) into investment strategies and portfolio allocations, which are also designed to support investors in navigating volatile markets with a resilient and diversified approach.

  Deeply rooted in Taiwan for 40 years, Standard Chartered accurately captures market trends for investors

  

  People at Standard Chartered Bank pose in an undated photograph to promote the Signature CIO Balanced Fund.

  Photo courtesy of Standard Chartered Bank

  The CIO Fund Series has received widespread acclaim since its launch. The first two issues — the “CIO Income Fund” and the “CIO Growth Fund” — have both been well-received by clients due to the CIO team’s excellent strategy execution.

  Building on this success, the third product in the series — the “CIO Balanced Fund” — continues the core mission of providing diversified asset solutions that balance stability and growth potential.

  The CIO Balanced Fund combines equities and bonds — Seizing opportunities to navigate both bull and bear markets

  Against a backdrop of heightened geopolitical and economic uncertainty, including rising global tensions and potential trade policy shifts, the importance of diversified and balanced asset allocation has never been more apparent. Historical trends show that equities and bonds can seldom move in tandem, limiting the benefits of traditional diversification. The inclusion of gold and alternative assets in a portfolio has therefore become a critical element for risk mitigation.

  The CIO Balanced Fund strategically diverse assets include stocks, bonds and gold. Based on a balanced allocation of stocks and bonds, this fund enhances risk control and resilience through the inclusion of gold and commodities. It enables a flexible balance between risk management and growth potential, while offering investors with the flexibility and potential to participate in market rebounds.

  Five strategic advantages for all-round performance

  The CIO Balanced Fund is built upon five core investment strategies, offering investors a comprehensive and flexible solution to pursue opportunities across market cycles:

  All covered — A robust mix of equities, bonds and gold delivers broad diversification and effective risk control

  All weather — A dynamic, all-weather strategy designed to adapt to interest rate shifts, inflation and geopolitical risks

  All expert — Backed by insights from Standard Chartered’s Chief Investment Office and actively managed by Amundi’s experienced team for full-cycle professional oversight

  All ETF — Leverages active strategy with low-cost ETF implementation, balancing flexibility with cost efficiency

  All in one — Combines Standard Chartered’s Chief Investment Office strategic views, multiasset exposure, and execution efficiency in a single fund structure

  Never miss out an investment opportunity — SCB Fund2Fund, the ideal solution

  Standard Chartered Bank had embarked on several ambitious innovations and solutions; besides the CIO Funds, “Fund2Fund” is an innovated Master-Feeder Fund, which combines the advantages of lump-sum and RSP subscription, serving as a solution for solving the pain point of disciplined investment for investors.

  Fund2Fund offers three investment modes: “Fixed Date,” “Fixed Price” and “Cycle Plan.” Through an automated process, it enables active investors to seize market opportunities.

  Moreover, SCB Fund2Fund provides nearly a thousand funds to select, including Signature CIO fund series, giving investors a convenient and efficient way to diversify and construct a comprehensive portfolio.

  Standard Chartered Bank serves as the custodian bank for this “Signature CIO Balanced Fund,” and investors can subscribe through Standard Chartered online / mobile banking or at any branch from May 5.

  For more information on the Signature CIO Balanced Fund, please visit: https://www.sc.com/tw/investment/cio/.
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