Investment Objective :
The Alliance Vision Fund is a growth fund. which invest a large portion of the Fund's asset in stocks with market capitalisation of not exceeding RM1 billion. This is because small-cap companies have the opportunities to provide higher capital appreciation as well as grow at a faster rate but on the other hand, the share prices of such companies tend to be more volatile and hence involved a higher risk.

The Fund's investment objective is to provide Unitholders with medium to longterm capital growth.

Investment Policy :
The strategic limit on asset allocation of the Fund is as follows;

Equities - Minimum 60% & Maximum 95%

> Maximum 65% of the Fund's NAV will be invested in smaller capitalised companies with market capitalisation not exceeding RM1billion at the time of purchase.

> Maximum 30% of the Fund's NAV will be invested in larger capitalised companies with market capitalisation exceeding RM1billion at the time of purchase.

Fixed Income Securities & Liquid Assets = Minimum 5% & Maximum 40%

Benchmark :
FTSE Bursa Malaysia EMAS Index

Charges and Fees