 |
|
|
 |
Personal Banking
>
Unit Trusts
>
CIMB-Principal Asset Management Berhad
>
CIMB-P Climate Change Eqty
CIMB-P Climate Change Eqty
 |
|
Making your money work for you
|
|
 |
Investment Objective
The Fund aims to achieve capital appreciation primarily through investment in a portfolio of global equities securities related to climate change.
|
Investment strategy
The Fund is a feeder fund which invest at least 95% of its NAV in the DWS Invest climate Change (a Luxembourg domiciled fund) which invests primarily in a portfolio of global equities securities that are primarily active in business areas suited to restricting or reducing climate change and its effects: CO2-efficient or energy-efficient technologies, renewable or alternative energies, climate protection, disaster prevention or disaster management and energy-efficient mobility. The Fund will also maintain up to a maximum of 5% of its NAV in liquid assets.
Some basic fees:
| Fund Category / Type |
- |
Feeder Fund/Growth |
| |
| Application Fee |
- |
Up to 5.5% of the NAV per unit |
| |
| Annual Management Fee |
- |
Up to 1.80% per annum of the Net Asset Value of the Fund. |
| |
| Annual Trustee Fee |
- |
0.08% per annum (including local custodian fee but excluding foreign sub-custodian fee) of the Net Asset Value of the Fund, subject to a minimum of RM18,000 per annum. |
| |
| Investors' Profile |
- |
The Fund best suits you if:
You want to participate in the growth potential
of the companies that are primarily active in
business areas suited to restricting or
reducing climate change in the global market;
and/or
You want medium to long term capital
appreciation on your investment. |
| |
| Income Distribution Mode |
- |
Given its investment objective, the Fund is not expected to pay any distribution. |
|
|
| Disclaimer
"We recommend that you read and understand the contents of CIMB-P Climate Change Eqty Prospectus Issue No. 1 dated 27 Sept 2007 which has been duly registered with the Securities Commission, before investing and that you keep the said Prospectus for your records. Any issue of units to which the Prospectus relates will only be made upon receipt of the completed application form referred to in and accompanying the Prospectus, subject to the terms and conditions therein. You can obtain copies of the Prospectus from the head office of CIMB-Principal Asset Management Berhad or from any of our approved distributors. There are fees and charges involved in investing in the Fund. We suggest that you consider these charges carefully prior to making an investment. Unit prices and income distributions, if any, may fall or rise. Past performance is not reflective of future performance and income distributions are not guaranteed. You are also advised to read and understand the contents of the Unit Trust Loan Financing Risk Disclosure Statement before deciding to borrow to purchase units. All performance figures have been verified by Mercer Zainal Consulting Sdn. Bhd. (35090-H)."
|
 |
|
|
|
Related Links
|
 |
