Asset Management
What's New In Investments, Funds? – T Rowe Price, HSBC, DBS, RQI Investors
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.
T Rowe Price, HSBC
T Rowe Price
has launched a range of “retirement allocation” funds exclusively
for HSBC clients in Singapore and Hong Kong for a limited
period.
The entities are called T Rowe Price Funds SICAV – Retirement Allocation Funds. They offer transparent allocation strategies, flexible fund-switching options, and regular income potential, the firm said in a statement yesterday.
T Rowe Price’s proprietary “glide path” drives the funds’ asset allocation, automatically tweaking the balance between equities and bonds; it includes tactical elbow room for managers to react to changing market conditions.
Retirement Allocation Fund – 1 serves post-retirement investors (0 to10 years into retirement at launch), emphasising sustainable withdrawals through a conservative allocation mix. Retirement Allocation Fund – 2 caters for pre-retirement investors (within 10 years of retirement at launch) with a focus on capital accumulation while gradually reducing account balance variability.
The funds aim to provide monthly dividends at a fixed annual percentage rate of 6 per cent.
RQI Investors, First Sentier, DBS
RQI
Investors,an Australian-based global quantitative equities
manager within First Sentier
Group, has formed a strategic partnership with DBS Bank (Hong
Kong), part of DBS.
DBS HK is the first bank to distribute the RQI Global Value Fund to its clients in Hong Kong.
The RQI Global Value Fund, under RQI Investors’ flagship Global Value Strategy, which has a track record of 16 years, adopts a quant investing process. The strategy seeks to construct a lower valuation, higher dividend yield, and diversified stock portfolio for investors, RQI said in a statement.
The strategy also uses AI and machine learning tools to monitor market signals across different time horizons to avoid value traps and to outperform the market over the long term. (A “value trap” is an investment that appears undervalued versus certain metrics but is in fact a poor investment because a company has fundamental problems.)
The monthly distribution share classes have been launched in Hong Kong and its annualised dividend yield for RQI Global Value Fund Class I USD stands at 5.07 per cent, as of 1 August 2025.