Investment and Savings

As with any other investments, investing in Fullerton MoneyOwl WiseIncome exposes you to market risk, and returns are not guaranteed. While the fund manager intends to distribute *4.5% p.a. payout for the R share class, the fund manager has the discretion to deviate from this so as to achieve sustainability of the fund. The 8% p.a. for the R1 share class is fixed.

Any distributions made (whether out of income and/or capital) may cause the Net Asset Value of the Sub-Fund to fall. Furthermore, distributions out of the capital may amount to a partial return of your original investment and may result in reduced future returns for you.

*While the fund manager intends to distribute 4.5% p.a. payout for the R share class, the fund manager has the discretion to deviate from this including reducing payout to achieve sustainability of the fund in the interest of unit holders, or alternately, paying a higher rate of up to 4.8% p.a. in some years.

Please refer to Fund Prospectus or Product Highlights Sheet for more information.

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MoneyOwl to wind down all commercial activities

MoneyOwl is winding down its financial advisory business and all commercial activities will cease by December 31, 2023. 

For more information, please visit our microsite here.

MoneyOwl to be acquired by Temasek Trust

MoneyOwl announced on November 28, 2023, that Temasek Trust has signed an Expression of Interest to acquire MoneyOwl and re-purpose it under a new model. 

For more information, please visit our microsite here.