Sunday, 16 February 2025

Lion Global All Seasons Fund revisited (SRS strategy)

 






I have $15,300 to deposit into SRS every year, so if I were to do a monthly RSP that is roughly $1,200 a month

While I have talked about Amundi Index MSCI World being a good choice, its performance is heavily dependent on the US stock market. MSCI World does not include emerging markets (unlike MSCI All World or FTSE All World).

So I have taken a look at Lion Global All Seasons Growth again. The AUM has slowly been inching upwards and its expense ratio as of June 2024 was 0.39% meaning that they someone managed to lower the ER further.

Given current S&P500 levels, my plan is to do a 50/50 split of Amundi Index MSCI World and Lion Global All Seasons into SRS. 

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