Investment Objective
To grow the value of your investments over the medium to long term in an equity fund that
invests in the global titans market of the US, Europe, and Japan with an exposure to the Malaysian equities
market to balance any short-term volatilities.
Investment Strategies
The Fund will invest:
Between 50-90% in Principal Global Investors (PGI) Funds domiciled in Dublin. The PGI Funds targeted for
investment are the US Equity Fund, Japanese Equity Fund, and the European Equity Fund. The Fund may also
invest up to 50% in companies listed on Bursa Malaysia
Who should invest?
Individuals, companies, co-operatives, societies and sole proprietors and institutions.
Why invest?
- To diversify your overall investment portfolio by including exposure to a foreign
equity market; and/or
- Want a diversified portfolio but prefer a higher equity exposure, which is more
likely to provide higher returns over the long term.
Some basic fees:
| Service Charge |
- |
5.5% of the NAV per unit/td>
|
| |
| Redemption Charge |
- |
Nil |
| |
| Annual Management Fee |
- |
Up to 1.80% p.a. of NAV |
| |
| Annual Trustee Fee |
- |
0.07% 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. When a switch is made
into a new fund, the switched amount must meet the minimum application amount of the new fund. |
|