Invest Made Easy
AMB Income Trust
Shane My
Publish date: Fri, 11 Dec 2015, 11:27 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
- 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
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:
- Normal Sales Charge : 2% (via Agent/Consultant)
- Online Sales Charge : 0% - 1% (via eUnittrust)
- Redemption Fee : None
- Annual Management Fee : 1.00% (factored into Fund's daily pricing)
- Annual Trustee Fee : 0.035% (factored into Fund's daily pricing)
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
***************************************
Invest "AMB Income Trust Fund" at only
1% Sales Charge through eUnittrust
1% Sales Charge through eUnittrust
Still not sure how to?
Ask Invest Made Easy at shanesee03@gmail.com
***************************************
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