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Personal Banking > Unit Trusts > CIMB-Principal Asset Management Berhad > CIMB-P Strategic Bond


CIMB-P Strategic Bond
Making your money work for you



An open-ended investment fund that aims to grow the value of unit holders' investments over the medium-term in a medium/long-term bond portfolio with exposure to the equity market via warrants and options.


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).



Disclaimer

Investors are advised to read and understand the contents of the Prospectus, which have been registered with the Securities Commission, who takes no responsibility for its contents. The prices of units and distributions made, if any, may go down as well as up. Investors should also consider the fees and charges involved before investing. Past performance of the Funds is no indication of their future performances. Units are issued upon receipt of a duly completed application form referred to in and accompanying the prospectus.







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