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The fund will invest up to 98% in bonds and other fixed income instruments rated at least
'BBB' by RAM or its MARC equivalent. As part of its fixed income portfolio, it will also invest in ICULS/exchangeable
bonds listed on the KLSE and other eligible exchanges. ICULS and exchangeable bonds are capped at 10% of NAV. Another
10% of the NAV can be invested in warrants and options.
This Fund is suitable if :-
- you want to diversify your overall investment portfolio by including bonds as an asset;
- you are looking for potential higher returns compared to other kinds of bond funds; and
- you are looking for a less volatile asset class but can accept that returns may fluctuate
over the short-term.
It is recommended that you invest in the CIMB-P Strategic Bond for 3 years or more.
CIMB-Principal Asset Management is a premier, Malaysia-based asset management company with RM6.8 billion in assets under management as at 30
November 2005. CIMB-Principal's team of dedicated investment professionals offers expertise in equities, fixed income, cash, and Shariah
compliant fund management. One of the largest asset management companies in Malaysia, CIMB-Principal manufactures and distributes a comprehensive range
of unit trust funds, and manages customized portfolio mandates for corporations and institutions. CIMB-Principal is a 60% subsidiary of CIMB
Berhad and 40% subsidiary of Principal Financial Group Inc (USA). |