|
Fund Category |
Balanced |
|
Fund Type |
Growth & Income |
|
Product Risk Rating |
Medium |
|
Launch Date |
29 April 2002 |
Asset Allocation
(% of Fund’s NAV) |
-
Equities: Minimum 40% and maximum 60%.
-
Fixed income securities and money market instruments: Minimum 40% and maximum 60%.
|
|
Performance Benchmark |
40% 3-months KLIBOR + 60% FBM KLCI. |
|
Investor Profile |
The Fund is suitable for investors who:-
-
have conservative to moderate risk-reward temperament;
-
have preference in receiving regular income* and returns from capital growth; and
-
have a medium-to-long term** investment horizon.
|
|
Minimum Initial Investment |
RM1,000 |
|
Minimum Subsequent Investment |
RM100 |
|
Specific Risks |
Particular security risk, credit/default risk, single issuer risk and interest rate risk. |
Notes:
* Income may be distributed in the form of cash and/or Units.
** 3 - 5 years |