Invest Made Easy
Eastspring Investments Small-Cap Fund
Shane My
Publish date: Thu, 10 Dec 2015, 12:26 PM
Shane My
0 271
Like many of us, we seek for financial security and ultimately financial freedom. This blog is intended to act as a journal of investment as I journey towards that dream. At the same time, I hope that the articles written here would also benefit many others who share the same vision as me.
Latest Research/Reports/Information
- Coming soon
Fund Information
| Asset Class | : Equity |
| Fund Type | : Growth |
| Geography | : Malaysia |
| Sector | : Small Capitalised Stocks |
| Inception Date | : 29/05/2001 |
| Inception Price | : -- |
| Fund Currency | : RM |
| Latest Fund Size (MIL) | : RM 209.617 @ Sep 30 2015 |
| Online Tradeable | : Yes |
Fund Investment Strategy
Investment Objective :
Seeks to provide investors with maximum capital appreciation by investing principally in small market capitalisation companies which will appreciate in value
Investment Policy :
Invest principally in a small market capitalisation companies.
Up to 99% in securities of small-cap companies and minimum 1% in cash or other liquid assets.
Benchmark :
60% FBMSC + 40% FBMFL
Seeks to provide investors with maximum capital appreciation by investing principally in small market capitalisation companies which will appreciate in value
Investment Policy :
Invest principally in a small market capitalisation companies.
Up to 99% in securities of small-cap companies and minimum 1% in cash or other liquid assets.
Benchmark :
60% FBMSC + 40% FBMFL
| Charges and Fees |
List of charges and fees as listed below:
- Normal Sales Charge : 5.26% (via Agent/Consultant)
- Online Sales Charge : 0% - 2% (via eUnittrust)
- Redemption Fee : None
- Annual Management Fee : 1.50% (factored into Fund's daily pricing)
- Annual Trustee Fee : 0.10% (factored into Fund's daily pricing)
Fund Performance
Annual Returns
- 2014 : +16.22%
- 2013 : +64.02%
- 2012 : +11.07%
- 2011 : -8.68%
- 2010 : +30.39%
- 2009 : +56.02%
- 2008 : -38.60%
Awards & Credentials
Morningstar Fund Rating
- 5 STAR (30 Nov 2015)
Lipper Fund Awards
Morningstar Awards
- None
Download Fund Factsheet/Annual Report/Interim Report
***************************************
Invest "Eastspring Investments
Small-Cap Fund" at only
2% Sales Charge through eUnittrust
Small-Cap Fund" at only
2% Sales Charge through eUnittrust
Still not sure how to?
Ask Invest Made Easy at shanesee03@gmail.com
***************************************
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