Lion-OCBC Low Carbon ETF gains traction among young investors: report

The ETF has delivered a total return of 49% as of August 6, including a 13% annualised return since its debut.

The Lion-OCBC Securities Singapore Low Carbon exchange-traded fund (ETF) is gaining traction among younger and sustainability-conscious investors, driven by its low-carbon investment strategy and easy digital access, according to a market update from SGX Research.

The ETF invests in Singapore-affiliated companies listed on both local and overseas exchanges, offering exposure to 40 stocks with a tilt toward lower carbon emissions.

It tracks the iEdge-OCBC Singapore Low Carbon Select 40 Capped Index and maintains a competitive expense ratio capped at 0.45% per annum.

Its accessibility through digital platforms and dollar cost averaging (DCA) plans has contributed to its growing appeal. SGX Research noted that systematic investment via DCA is particularly attractive to investors seeking consistent, long-term exposure without the risk of lump-sum investing.

Since its April 2022 debut, the ETF has delivered a total return of 49% as of August 6, including a 13% annualised return. The index it tracks has more than doubled since the end of 2019, with a 100% total return reached in mid-July.

Backed by steady net inflows and digital adoption, the fund’s total assets under management (AUM) have climbed to $86.3m, with seven straight months of inflows recorded this year.

The ETF’s portfolio includes household names like Sea Group, Trip.com, DBS, and SGX, as well as rising mid-cap players like iFAST Corporation and Yangzijiang Financial Holding—both of which have seen strong institutional interest in 2025.