BEA Union Investment, in collaboration with its parent bank Bank of East Asia ( BEA ), has launched a globally diversified fund portfolio that spans equities, bonds, commodities, real estate investment trusts, and cash.

The BEA Wise All Weather Fund leverages BEA Union Investment’s extensive asset management experience and the BEA investment strategy team's expertise in macro strategic asset allocation to provide investors with diversified investment solutions to enhance wealth growth. This is the first collaboration between BEA Union Investment and BEA.

The fund, exclusively available at BEA, also qualifies as a southbound cross-boundary Wealth Management Connect product.

Based on the strategic asset allocation model and supported by the quarterly comprehensive investment report BEA Wise, which offers forward-looking market insights, the BEA investment strategy team acts as an investment adviser to provide macro-level recommendations on asset allocation including market trends and investment sector movements.

Meanwhile, the investment team from BEA Union Investment conducts thorough global market research, implementing effective asset allocation, investment selection, and risk management to establish a robust investment framework.

The two teams will regularly review the latest market developments, making timely adjustments to the investment portfolio to actively manage the impact of market volatility, with the aim of delivering relatively stable returns for investors in an ever-changing marketing environment, while pursuing medium to long-term capital growth and income.

"The fund focuses globally, diversifying investments across various themes and asset classes, and establishes defined ratios for asset classes to prevent excessive concentration in any specific area,” says BEA Union Investment chief executive officer Janet Li.

“This approach aims to keep volatility within set levels and capture the growth potential of each asset class under different market conditions. We expect the BEA Wise All Weather Fund to navigate investors’ financial journey in any weather, as its name suggests."

BEA Union Investment is a joint venture between Hong Kong-based BEA and Union Investment, a German asset manager.