Privilege Banking
Deposits
Loans
Unit Trusts
  • Introduction
  • OSK-UOB
  • Pacific Mutual Fund Bhd
  • CIMB-Principal Asset Management Berhad
  • Prudential Fund Management Berhad
  • CIMB Wealth Advisor Berhad
  • RHB Investment Management Sdn Bhd
  • ING Funds Berhad
  • HLG Unit Trust Bhd
  • AmInvestment Services Berhad
UOB Bancassurance
Cards
Privilege Banking
Electronic Banking Services
Wealth Management
Structured Investment
Personal
Resources

Personal Banking > Unit Trusts > CIMB-Principal Asset Management Berhad > CIMB-P Emerging Asia


CIMB-P Emerging Asia
Making your money work for you



If you are an investor who's looking for an investment alternative aimed at providing high capital growth, invest with the CIMB-P Emerging Asia.


Investment Objective

To grow the value of unit holders' investment over the long term in an equity fund that invests in undervalued and/or undiscovered companies.


Investment Strategies

The Fund will invest up to:

  • 70% - 98% in shares of companies that are deemed to be undervalued as measured by Price/Earning Ratio, Price/Book, Dividend Yield or any other appropriate method as may be determined by the Manager;
  • 2%-30% in liquid assets; and
  • 0%-28% in short term fixed income securities of less than 1 year

For purposes of this Fund, the Fund manager will seek stocks of such characteristics from the following universe:

  1. Domestic markets - shares that have a market capitalization of RM500 million to RM4 billion at point of acquisition; and
  2. Foreign markets** - shares that have a market capitalization of USD125 million to USD4 billion at point of acquisition


Why invest?

  • To diversify your overall investment portfolio by including shares as an asset and within the shares asset class; and
  • Looking for potential higher returns compared to other kinds of investment instrument and at the same time also able to bear more risks as well as accept a longer investment horizon.

Investment Countries

Malaysia, Singapore, India, Thailand, Indonesia.

Some basic fees:

Service Charge - 5.0% of the NAV per unit.
 
Redemption Charge - Nil
 
Annual Management Fee - Up to 1.50% p.a. of NAV.
 
Annual Trustee Fee - 0.06% p.a. (min. RM18k p.a.) of NAV.
 
Investment Manager - CIMB-Principal Asset Management Berhad.
 
Switching Policy - The minimum amount for each switch is RM1,000 or such amounts as the Manager may from time to time decide and is available to any of the Funds offered by CIMB-Principal Asset Management Berhad. Please note that when a switch is made into a new fund, the switched amount must meet the minimum application amount of the new fund. Generally, transfer of unit holdings is allowed.


Disclaimer

This material is for information purposes only and is not an offer for subscription or purchase of units in the Fund. The information provided herein is subject to change as may be required by the Securities Commission. A prospectus in relation to the Fund has yet to be registered with the Securities Commission. An application for subscription or purchase of the units in the Fund may only be made in an application form accompanying a copy of the prospectus when it is duly registered with the Securities Commission.




Home    Personal Banking    Business Banking    Corporate Profile
Contact Us    Privacy Policy    Terms and Conditions

Related Links
     • Rates & Prices



Copyright © 2008 United Overseas Bank. All rights reserved.