About a month ago, I reflected upon the short-term underperformance of a Nikko Shenton fund in Dealing with Short-Term Underperformance is Tough. Reflecting on Nikko Shenton Global Opportunities Merger. I went through my thought process and explained why I think investors through CPF OA may not have a choice but to switch to another fund now that Nikko Shenton Global Opportunities is going to be merged with Nikko’s Global Equity Fund. Since then, Nikko AM has reached out to me and tried to understand what I was thinking and provide some clarity over what I presented. Back then, I thought that if the fund is incorporated in a non-Singapore domicile, CPF may not readily approve the fund for CPF OA investment. One of the main reason Nikko decide to merge the Shenton Global Opportunities into the Global Equity fund is to better market the fund to a more global investors...