LGI and OCBC boost investor participation as Singapore Trust Fund tops $980M

Lion Global Investors (LGI) announced that the LionGlobal Singapore Trust Fund (the "Fund') has surpassed SGD 1.25 billion ($980.3 million) in assets under management (AUM), representing a key milestone following the firm's appointment by the Monetary Authority of Singapore (MAS) as a fund manager under the Equity Market Development Programme (EQDP) on 19 November 2025.

This growth highlights renewed interest from both institutional and retail investors in Singapore‑listed assets as a defensive component of global portfolios, while affirming Singapore's role as a stable home for long term and strategic capital.

Since its appointment under the EQDP initiative, the Fund has experienced a surge in secondary market liquidity and a steady influx of new capital, reflecting strong market demand from institutional and retail investors. While the EQDP served as a catalyst to heighten visibility and bolster Singapore's capital markets, the Fund's strategic allocations in resilient sectors have driven its AUM growth to SGD 1.25 billion ($980.3 million).

Teo Joo Wah, CEO, Lion Global Investors, said: "Crossing the SGD 1.25 billion ($980.3 million) mark for the LionGlobal Singapore Trust Fund is a validation of our long-term vision of Singapore as a sound and stable capital market. The milestone demonstrates the trust and support from Lion Global Investors' clients and partners as we saw a steady growth in the LionGlobal Singapore Trust Fund and other Singapore offerings in the past six months, solidifying its position as a leading Singapore-asset provider amidst a challenging macro-economic environment."

OCBC has played a meaningful role in supporting the Fund's recent growth, contributing SGD 600 million ($470.5 million) in net inflows in March through its wealth management channels. This reflects continued client confidence in Singapore equities as a core allocation, particularly in an environment where investors are prioritising stability and income resilience. OCBC's support underscores the importance of strong distribution partnerships in deepening investor participation in Singapore's capital markets.

Tan Siew Lee, head of group wealth management, OCBC, said: "We're seeing investor interest in Singapore equities build steadily as clients move toward markets with policy stability, strong governance and more predictable income, especially in the current global environment."

Strong performance momentum amid supportive market conditions

The LionGlobal Singapore Trust Fund's SGD 1 billion ($784.1million) milestone was supported by growing market recognition of its investment track record and positioning. The fund delivered a return of 33.7% (7.6% since inception) in the last one year, outperforming its benchmark by 12.7%. This performance reflects the team's long-standing strength in the small‑ and mid‑capitalisation (smid) segment, which has contributed approximately 70% of gross alpha over the past ten years (as at 28 February 2026). Investor interest was also underpinned by structural themes in the Singapore equity market, including its role as a safe‑haven amid global uncertainty and improving market valuations following broad‑based measures introduced under the MAS EQDP initiative.

Re-disseminated by Wealth and Society