Latest Research/Reports/Information Fund Plus Points- 29 January 16 : Ranked 3rd for 5Yr Annualized Returns under Category Equity Malaysia Mid/Small-cap as of 31 Dec 2015
Fund Information Asset Class | : Equity |
Fund Type | : Growth |
Geography | : Malaysia |
Sector | : Small Capitalised Stocks |
Inception Date | : 20/04/1998 |
Inception Price | : -- |
Fund Currency | : RM |
Latest Fund Size (MIL) | : RM 66.73 @ Nov 30 2015 |
Online Tradeable | : Yes |
Fund Investment StrategyInvestment Objective :
This Fund aims to achieve long term capital appreciation through investments in companies with market capitalisation of not more than RM750 million.
Investment Policy :
95% - 98% of Net Asset Value
- Investments in securities of companies with market capitalisation of not more than RM750 million.
2% - 5% of Net Asset Value
- Investments in liquid assets including bonds, money market instruments and deposits with licensed financial institutions.
Benchmark :
Kuala Lumpur Second Board Index
List of charges and fees as listed below: Fund Performance
Annual Returns
- 2015 : +25.39%
- 2014 : + 9.27%
- 2013 : +32.48%
- 2012 : +18.35%
- 2011 : - 0.02%
- 2010 : + 9.07%
- 2009 : +12.56%
- 2008 : -36.79%
Awards & Credentials
Morningstar Fund Rating
Lipper Fund Awards
Morningstar Awards
Download Fund Factsheet/Annual Report/Interim Report
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