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Personal Banking > Wealth Management > Investment > Unit Trusts
CIMB-Principal Equity  

To maximise capital growth over the medium to long term through the stock market.

This fund is suitable if you:
Are seeking maximum capital appreciation over the long term and do not require regular income from their investment;
Are comfortable with a higher than average degree of volatility; and/ or
Are willing to take higher risks in anticipation of potentially higher returns.


Fund Type : Equity
Investment Manager : CIMB-Principal Asset Management Berhad
Trustee : Universal Trustee (Malaysia) Berhad
Benchmark : KLCI
Launch Date : 01 August 1995
Initial Offer Price (NAV per unit): RM1.00
Approved Fund Size (RM) : 1.0 billion units
Investment Time Horizon : 5 years or more.
Minimum Initial Investment : RM500
Minimum Additional Investment : RM200
Distribution Policy : The manager has the discretion to distribute part or all of the Fund’s distributable income. The distribution (if any) may vary from period to period depending on the investment objective and the performance of the fund.
Cooling-off Period : Six (6) Business Days from the date the application form is received and accepted by the manager or approved distributor for the first time.
EPF Approved : Yes
 

Initial Service Charge : 6.50% of the NAV per unit
Annual Management Fee : 1.50% p.a. of the NAV of the Fund
Annual Trustee Fee : Up to 0.06% p.a. of the NAV of the Fund, depends of the fund size
Repurchase / Redemption Fee : Nil
Switching Fee : Difference (if any) between the Application Fees of these two funds
Fund Disclaimer: We recommend that you read and understand the Master Prospectus which have been registered with the Securities Commission before investing and please download a copy of the Prospectus for your reading or for your records.



 
Master Prospectus
Interim Report
Fund Fact Sheet


 
For Assistance
Call us at 1300 880 900 or
+603 22956100
Email us at callcentre@cimb.com
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