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Personal Banking
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Unit Trusts
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Prudential Unit Trusts Bhd
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PRUbalanced Fund
PRUbalanced Fund
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Helping your money work for you
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The PRUbalanced Fund is a combination of an equity fund and a fixed income fund that seeks to provide capital
growth and regular income. Through the PRUbalanced Fund, you can invest in a mixed portfolio of equities and
fixed income securities.
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The great thing about the PRUbalanced Fund is that it offers the best of
both worlds - the growth potential of equities and the regular income of fixed-income securities at the
convenience of a single investment.
The best part about the PRUbalanced Fund is its low investment capital outlay. All you need is a small
initial capital of RM 1000.
If you are an investor who has moderate risk tolerance and your aim is to gain capital appreciation and
enjoy meaningful income distribution, then the PRUbalanced Fund is ideal for you.
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Some basic fees:
| Service Charge |
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5% of Selling Price |
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| Redemption Charge |
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Nil |
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| Annual Management Fee |
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1.5% p.a. on Gross Net Asset Value calculated on a daily basis. |
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| Annual Trustee Fee |
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0.1% p.a. on Gross Net Asset Value calculated on a daily basis. |
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| Switching Fee |
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Applicable when you switch units from one fund to another. 1% of the redemption money
subject to a maximum of RM100. However, there will be two free switches in each calendar year for each
investor. |
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| Transfer Fee |
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You can transfer units to another investor at no cost. |
The PRUbalanced Fund is undertaken by Prudential Unit Trusts, where a team of highly
qualified and experienced fund managers ensures that your funds are well invested and managed. |
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| Disclaimer
A copy of the PRUMaster Trust Prospectus dated 29 May 2002 has been registered with the
Securities Commission, who takes no responsibility for its contents. The Master Prospectus is available from
Prudential Unit Trusts Berhad office and all their authorized agents/distributors. Please read and understand
the contents of the Master Prospectus. The prices of units and distributions made, if any, may go down as well
as up. Also consider the fees and charges involved before investing. Past performance of the Funds is no
indication of their future performance. Units are issued upon receipt of a duly completed application form
referred to in and accompanying the prospectus.
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