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Personal Banking > Unit Trusts > CIMB Wealth Advisor Berhad > CIMB-P Equity Income


CIMB-P Equity Income
Making your money work for you

Investment Objective

CIMB-P Equity Income aims to provide investors with an opportunity to gain consistent and stable income by investing in a diversified portfolio of dividend yielding equities and fixed income securities. The Fund may also provide moderate capital growth potential over a medium-to long-term period.


Investor's Profile

This fund is suitable for investors who look for stable income through equities that offer stable income and growth potential and are willing to take moderate risks for potentially moderate capital returns from their investment.


Investment Strategy

To invest in a diversified portfolio of mainly dividend yielding equities and fixed income securities.

Charges and Fees

Sales Charge - 6.5% of the NAV per unit
 
Annual Management Fee - 1.85% of the NAV per unit


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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