Invest Made Easy

AMB Income Trust

Shane My
Publish date: Fri, 11 Dec 2015, 11:27 PM
Shane My
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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
  • 12 Dec 15 : Ranked 1st for 3Yr and 5Yr Annualized Returns under Category Bonds - Malaysia as of 30 Nov 2015
  • 12 Dec 15 : Ranked 2 for 2015 YTD under Category Bonds - Malaysia with return of +8.92% (as of 30 Nov 2015).

Fund Information

Asset Class: Bond
Fund Type: Income
Geography: Malaysia
Sector:
Inception Date: 19/06/1996
Inception Price: RM 1.00
Fund Currency: RM
Latest Fund Size (MIL): RM 80.46 @ Aug 31 2015
Online Tradeable: Yes

Fund Investment Strategy
Investment Objective :
To maximise returns over the medium term and while at the same time offer stability of capital and regular consistent income.

Investment Policy :
The Funds investment strategy is to create a prudent mix in its portfolio to comply with its investment objective and to provide professional assessment of investment prospects by its EIM in line with the economic outlook.

Benchmark :
12- month fixed deposit rate of commercial banks

Charges and Fees
List of charges and fees as listed below:

Fund Performance
Annual Returns
  • 2014 : +15.52%
  • 2013 : +13.08%
  • 2012 : +15.01%
  • 2011 : +  7.31%
  • 2010 : +14.44%
  • 2009 :  -14.84%
  • 2008 :  -10.69%

Awards & Credentials
Morningstar Fund Rating
  • 4 STAR (30 Nov 2015)
Lipper Fund Awards
Morningstar Awards

Download Fund Factsheet/Annual Report/Interim Report


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Invest "AMB Income Trust Fund" at only
1% Sales Charge through eUnittrust



Still not sure how to? 
Ask Invest Made Easy at shanesee03@gmail.com

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