Invest Made Easy
AmPan European Property Equities Fund
Shane My
Publish date: Fri, 11 Dec 2015, 12:14 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 Plus Points
- 11 Dec 15 : Only fund with full exposure into European Property equities.
- 11 Dec 15 : 2015 YTD as of 30 Nov 2015 is +31.88%
Fund Information
| Asset Class | : Equity |
| Fund Type | : Income & Growth |
| Geography | : Global |
| Sector | : European REITs |
| Inception Date | : 03/06/2007 |
| Inception Price | : -- |
| Fund Currency | : RM |
| Latest Fund Size (MIL) | : RM 67.94 @ Sep 30 2015 |
| Online Tradeable | : Yes |
Fund Investment Strategy
Investment Objective :
AmPan European Property Equities seek long-term capital appreciation
by investing its assets in quoted equity securities of companies of REITs (or its equivalents) having their registered office in the EEA listed or traded on a regulated market which derive the main part of their revenue from the ownership, management and/or development of real estate in Europe. The Fund is denominated in RM.
Investment Policy :
minimum of 95% of its NAV will be invested in the Target Fund.
(Based in Luxembourg)
Benchmark :
The EPRA-Index' (UK Restricted)
AmPan European Property Equities seek long-term capital appreciation
by investing its assets in quoted equity securities of companies of REITs (or its equivalents) having their registered office in the EEA listed or traded on a regulated market which derive the main part of their revenue from the ownership, management and/or development of real estate in Europe. The Fund is denominated in RM.
Investment Policy :
minimum of 95% of its NAV will be invested in the Target Fund.
(Based in Luxembourg)
Benchmark :
The EPRA-Index' (UK Restricted)
| Charges and Fees |
List of charges and fees as listed below:
- Normal Sales Charge : 5% (via Agent/Consultant)
- Online Sales Charge : 0% - 2% (via eUnittrust)
- Redemption Fee : None
- Annual Management Fee : 1.80% (factored into Fund's daily pricing)
- Annual Trustee Fee : 0.08% (factored into Fund's daily pricing)
Fund Performance
Annual Returns
- 2014 : +20.33%
- 2013 : +28.23%
- 2012 : +25.45%
- 2011 : - 9.73%
- 2010 : - 6.16%
- 2009 : +34.72%
- 2008 : -52.62%
Awards & Credentials
Morningstar Fund Rating
- Not Rated
Lipper Fund Awards
- None
Morningstar Awards
- None
Download Fund Factsheet/Annual Report/Interim Report
***************************************
Invest "AmPan European Property
Equities Fund" at only
2% Sales Charge through eUnittrust
Equities 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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