Pheim Emerging Co Balanced Fund

A balanced fund for conservative equity investors looking for a steady income and some prospects for capital appreciation

Fund type/Category:
Balanced/Mixed asset

Date launched:
28 January 2002

Min initial investment:
RM1,000/RM100 (subsequent)

Investment objective

To provide investors with a steady income and some prospects for capital appreciation in the longer term

Investor profile

Conservative equity investors who are looking for a steady income and some prospects for capital appreciation while taking moderate risks

Investment strategy

The fund will invest up to 60% of its NAV in equities and equity-linked securities, and at least 40% on fixed income instruments and liquid assets. The investment or asset allocation strategy may vary from time to time to reflect changing economic circumstances or market conditions.

 

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