Investment Objective

This Fund aims to provide investors with capital growth through investments in stocks with high growth potential over a medium to long term period.

Investment strategy

Consistent with the Fund’s objective to achieve capital growth, distributions will therefore be of secondary importance. Distributions, if any, after deduction of taxation and expenses, are generally declared annually and will be reinvested.

Investment Manager

HSBC (Malaysia) Trustee Berhad.

Investment horizon / Tenure

3 - 7 years

Investment Asset Allocation

90% - 98% of Net Asset Value
- Investments in securities of companies that have good growth potential. In managing these investments, the Fund may invest up to 50% of this Fund’s Net Asset Value in Asia ex Japan markets.

2% - 10% of Net Asset Value
- Investments in liquid assets including bonds, money market instruments and deposits with licensed financial institutions.

Investment Service Charge

Up to 6.38% of investment amount

Investment Management Fee

1.5% of Net Asset Value before deducting the Manager’s and Trustee’s fees for that particular day.

Investment Trustee Fee

'0.07% of Net Asset Value before deducting the Manager’s and Trustee’s fees for that particular day, subject to a minimum of RM18,000 per annum.


Download Fund Factsheet

Download Prospectus / Info Memorandum

Download Product Highlights Sheet (PHS)

 

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