RHB Smart Income Fund

A bond fund with an equity portion that consists of up to 30% of the NAV, potentially giving the fund an edge in overall long-term performance

Fund Type / Category:
Income / Bond

Date launched:
7 September 2004

Min initial investment:
RM200 (may vary) / Any amount (subsequent)

Investment objective

To provide investors with higher than average income returns compared to fixed deposits over the medium to long term period through an investment blend comprising primarily of quality fixed income securities and the remainder in a strategically selected portfolio of companies with market capitalisation of not more than RM1 billion

Investor profile

Conservative investors who seek a steady income stream from their investments, with a low to moderate risk tolerance and a medium to long term investment horizon

Investment strategy

70% to 100% of the NAV will be invested in fixed income securities, money market instruments, cash and deposits with licensed financial institutions. Up to 30% of the NAV will be invested in securities of companies with market capitalisation of not more than RM1 billion


Download Fund Factsheet

Download Prospectus / Info Memorandum

Download Product Highlights Sheet (PHS)

 

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