Investment objective

The Fund seeks to provide regular income and to maximise total investment return whilst at the same time aims to offer stability of capital with minimum risk.

Investment strategy

The Fund intends to provide regular income on a half-yearly basis as well as long-term capital growth. As such, income returns will be declared on a best effort basis, depending on interest rates, market conditions and the performance of the Fund.

Investment Manager

HLG Asset Management Sdn. Bhd (218571-H)

Investment horizon / Tenure

Medium to Long Term

Investment Asset Allocation

Fixed Income Investments: A minimum of 70%

Structured Products/Options: Up to 20%

Investment Service Charge

2%

Investment Management Fee

1.25%

Investment Trustee Fee

0.08%


Download fund factsheet (PDF)

 

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