Standard Chartered Bank's CIO Fund Series has been enhanced to create a comprehensive asset allocation portfolio. The newly launched CIO Select Conservative Fund offers a conservative investment solution to pursue asset stability.

Standard Chartered Bank has launched the CIO Select Conservative Fund, providing conservative investment solutions.

Taipei —  Standard Chartered Bank (hereinafter referred to as "Standard Chartered") has partnered with HSBC Asset Management, Europe's largest and a top-ten global asset management group, to launch the CIO Series of funds. This series translates the forward-looking market insights of Standard Chartered's Chief Investment Office (CIO) into practical asset allocation strategies within HSBC Asset Management's investment team. The CIO Series comprises four diversified funds, enabling investors to flexibly construct portfolios based on varying risk profiles and financial objectives. The newly launched "Forex Capital CIO Select Conservative Securities Investment Trust Fund ( a portion of which is invested in non-investment grade, high-risk bonds and may receive dividends from principal ) " (hereinafter referred to as the " CIO Select Conservative Fund") has the lowest risk rating among the series of funds and is designed for investors seeking stable asset growth and low volatility.

CIO Select Conservative Fund prioritizes high-quality A- rated bonds and diversified debt types, striving for steady progress.

The CIO Select Conservative Fund prioritizes high-credit, stable bonds with a credit rating of A or higher * . This includes medium- and long-term government bonds, short-term government bonds, securitized assets, and investment-grade corporate bonds as its core asset class, providing a source of long-term, stable income. High-credit-rated short-term bonds are also allocated to enhance overall liquidity and flexibility, while a moderate allocation to non-investment bonds and emerging market bonds is made to capture additional carry and potential gains.

CIO Select Conservative Fund selects SCB Global Bond Group to create an easy and convenient investment tool:

• Short -Term : Allocate short-term bonds to improve asset liquidity and stability.
• Crossover HQ (High Quality) : Focuses on cross-asset allocation of high-quality bonds, covering a wider range of targets and providing diversified income sources.
• Bond FoF (Fund of Funds) : Active bond fund, strengthened by dual professional management mechanism

All CIO series funds are now online, with four comprehensive strategic funds launched, ranging from growth to conservative.

With the launch of the CIO Select Conservative Fund, the entire CIO series of funds has been launched in the Taiwan market. Not only does it encompass major asset classes in global markets, effectively diversifying and spreading risk, it also encompasses allocation strategies based on different risk attributes, allowing investors to tailor their funds:

• Income Funds - Seeking Dividend Income: Generate fixed dividend income , with flexible and dynamic allocation, a wide range of income sources, and the pursuit of stable .
• Growth Funds - Seeking capital growth : These funds primarily focus on stocks, with some bonds, to pursue capital appreciation opportunities. They are suitable for active investors.
• Balanced Funds - Seeking Stable Returns: These funds offer a balanced allocation of equities and fixed income, aiming to maximize growth while minimizing losses . They aim to achieve medium- to long-term investment growth opportunities .
• Conservative Funds - Seeking capital preservation: Primarily focusing on high-credit-rated bonds and short-term bills, emphasizing low volatility, suitable for investors with lower risk tolerance.

Standard Chartered Bank serves as the custodian for the " CIO Select Conservative Fund. " Starting August 1, 2025 , orders can be placed through Standard Chartered online / mobile banking, or by visiting any Standard Chartered branch in Taiwan.

For more information on the CIO Select Conservative Fund, please visit the official website: https://www.sc.com/tw/investment/cio/