DBS CIO Barbell Strategy Fund

At a Glance

Navigate markets with confidence, backed by CIO insights

Capture growth opportunities without compromising on portfolio resilience with the Barbell Strategy, anchored by deep research from the DBS Chief Investment office.

A consistent approach that delivers

Through a disciplined approach, the DBS CIO Barbell strategy has consistently outperformed its peer group average since 2019, through major market disruptions such as the Covid-19 pandemic, 2022 market sell-off, and subsequent geopolitical conflicts¹.

¹ Past performance is no guarantee of future results

Multi-Asset Strategy Designed for Resilience

Stay invested with confidence through market cycles with a diversified portfolio of over 50 securities across different geographies, sectors and asset classes.

Features & BenefitsAnchored by deep research from the DBS Chief Investment Office, the Barbell Strategy captures long-term, structural growth opportunities while maintaining portfolio resilience through careful credit and income equity positioning, all anchored with an alternatives exposure. The fund is split into three distinct categories, each playing a distinct role to support the portfolio’s overall strategy:

Growth Equities for Long-term Opportunities

Our I.D.E.A. (Innovators, Disruptors, Enablers, Adapters) framework focuses on companies positioned to benefit from long-term secular trends.

Diversifiers to Strengthen Portfolio Resilience

Gold serves as a key portfolio diversifier, while hedge funds provide exposure that is less correlated with broader markets.

Fixed Income & Dividend Equities for Regular Income

High-quality bonds and dividend stocks provide a regular income stream while helping to stabilize the portfolio.

Apply nowHow to investConnect with your Relationship Manager today to discuss how the DBS CIO Barbell Strategy Fund can meet your financial goals.

Contact me

Alternatively, find out more here.

Frequently Asked Questions

What is the DBS CIO Barbell Strategy Fund?

The DBS CIO Barbell Strategy Fund is a multi-asset growth and income fund designed to help investors capture superior returns from long-term growth opportunities while generating stable income. The fund comprises over 50 securities across a range of geographies, sectors, and asset classes. The equity allocations follow the highest conviction calls from a factor-based and thematic perspective, while fixed income allocations are based on a strategy for duration and credit quality.

Why is it called a Barbell Strategy?

The Barbell Strategy takes its name from the two ends of a barbell: growth equities on one side to capture long-term opportunities, and fixed income and dividend equities on the other to generate income and support portfolio stability. Together, they aim to help investors participate in growth while managing market volatility.

How is the DBS CIO Barbell Strategy Fund different from a traditional balanced fund?

Traditional balanced funds typically invest in equities and bonds. The DBS CIO Barbell Strategy Fund goes further by incorporating diversifiers such as gold and hedge funds, helping to enhance portfolio resilience while pursuing growth and income opportunities.

What is a multi-asset growth and income fund?

A multi-asset growth and income fund invests across different asset classes to pursue both long-term growth and regular income. By combining growth, income and diversification within a single portfolio, it aims to help investors build wealth while managing market uncertainty.

Why invest in a multi-asset growth and income fund?

A multi-asset growth and income fund provides exposure to different asset classes within a single portfolio, helping investors pursue growth while generating regular income. Diversification across multiple asset classes can also help improve portfolio resilience during changing market conditions.

What does the fund invest in?

The fund invests in 3 key categories, namely

Growth Equities to capture long-term structural trends such as AI, electrification and longevity.
Fixed Income & Dividend Equities to enhance cash flow via dividends and cushion portfolio volatility.
Alternatives, including gold and hedge funds to help reduce portfolio volatility and enhance resilience risk diversifier & risk-adjusted alpha generator

How does it generate income?

The fund generates income by investing in high-quality bonds and dividend-paying equities.

What role does gold play?

Gold plays the role of a diversifier.

What are diversifiers?

A diversifier is an investment that typically does not move in the same direction as the rest of your portfolio. When stocks are volatile or declining, a diversifier may hold its value or even perform well, helping to reduce overall portfolio swings and improve stability.

How can I invest?

Please reach out to your relationship manager to find out more and invest.

Disclosures

The information in this website is for information only. The information and opinions contained in this publication has been obtained from sources believed to be reliable, but DBS makes no representation or warranty as to its adequacy, completeness, accuracy or timeliness for any particular purpose. Opinions and estimates are subject to change without notice.

Where specific products are advertised and/or recommended, please note the following:

The recommendation is intended for general circulation;
The recommendation does not take into account the specific investment objectives, financial situation or particular needs of any particular person;
Advice should be sought from a financial adviser regarding the suitability of the investment product, taking into account the specific investment objectives, financial situation or particular needs of any person in receipt of the recommendation, before the person makes a commitment to purchase the investment product. Should the person choose not to do so, he should consider carefully whether the product is suitable for him. In particular, all relevant documentations pertaining to the product should be read to make an independent assessment of the appropriateness of the transaction.
This advertisement has not been reviewed by the Monetary Authority of Singapore, or any regulatory authority elsewhere.

DBS Bank, its related companies, their directors and/ or employees may have positions or other interests in, and may effect transactions in the product(s) mentioned here. DBS Bank may have alliances or other contractual agreements with the provider(s) of the product(s) to market or sell its product(s). Where DBS Bank’s related company is the product provider, such related company may be receiving fees from investors. In addition, DBS, their directors and/ or employees may also perform or seek to perform broking, investment banking and other banking or financial services for these product providers.

Any past performance, projection, forecast or simulation of results is not necessarily indicative of the future or likely performance of any investment. There is no assurance that the credit ratings of any securities mentioned in this publication will remain in effect for any given period of time or that such ratings will not be revised, suspended or withdrawn in the future if, in the relevant credit rating agency’s judgment, the circumstances so warrant. The value of any product and any income accruing to such product may rise as well as fall. Foreign exchange transactions involve risks. The reader should note that fluctuations in foreign exchange rates may result in losses in foreign exchange. To the extent permitted by law, DBS accepts no liability whatsoever for any direct indirect or consequential losses or damages arising from or in connection with the use or reliance of this publication or its contents.

This publication is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

A prospectus and Product Highlights Sheet for this Sub-Fund may be obtained from any DBS/POSB branch. You should read the prospectus and Product Highlights Sheet before deciding to subscribe for or purchase units in the scheme.

The information is provided in Singapore by DBS Bank Ltd (Company Registration. No.: 196800306E) which is an Exempt Financial Adviser as defined in the Financial Advisers Act and regulated by the Monetary Authority of Singapore.