AmCumulative Growth

AmCumulative Growth
Type
Equity: Asia Pacific Ex Japan
Company
AmInvestment Services Bhd
Investment Manager
AmInvestment Mgmt Sdn Bhd
Launch Date
22-Aug-1996

Overview

Objective

AmCumulative Growth aims to provide long-term capital growth mainly through investments in securities with superior growth potential. As such, income returns will be incidental to the overall capital growth objective and a substantial portion of the income from investments will be reinvested, rather than distributed.

Financial Year End: 30 June
Distribution Policy: Incidental.

Investor Profile

Best suited if you:

  • Seek capital growth rather than regular income distribution
  • Seek a diversified portfolio with strong emphasis on the net asset value growth
  • Have a long-term investment goal of at least 5 years.

Strategy

In seeking to achieve its investment objective, AmCulmulative Growth can under normal circustances, invest mainly in equities up to 95% of its net asset value.

Using fundamental research (management interviews, onsite evaluation and industry studies) and quantitative analysis (evaluation and analysis of financial data), the Investment Management team buys securities of a broad mix of companies believed to have favourable growth characteristics relative to their peers. Similarly, the Investment Manager's sell securities it believe no longer have these characteristics. The Investment Manager may also sell securities in order to maintain the desired portfolio of securities composition of the Fund, which may change in response to market conditions. In determining whether a company has favourable growth characteristic and sells securities based on sales and earning growth, return on equity, financial condition (such as debt to equity ratio) and market share and competitive leadership of the company's products.

Fees & Transactions

Fees & Charges
Sales Charge 6.00%
Redemption FeeNone
Switching Fee6% (However, it may be waived or varied at Manager discretion.)
Free Switches YearlyN/A
Annual Management Fee1.5%
Transactions (Minimum)
InvestmentInitial: RM1,000 / 1,000 units
Additional: RM500 / 500 units
Regular InvestmentInitial: RM1,000 / 1,000 units
Additional: RM500 / 500 units
Account Balance 1,000 units
Switching None

Downloads

Fund Documents
Prospectus AmInvest Master Prospectus

 

Compare AmCumulative Growth with:

CategoryCompany
Equity: Asia Pacific Ex Japan
Funds:
AmInvestment Services Bhd
Funds:








































































Copyright on names and logos used in this page belong to respective fund management companies.

Information in this fund profile page is compiled by Signalpoint Sdn. Bhd. based on the individual fund management company's public information, including but not limited to fund prospectus, fund fact sheets, etc, and are meant for information only. While best efforts have been made to ensure its accuracy, we cannot guarantee that the information presented here is completely accurate and without ommissions. Please contact issues@signalinvest.com if you believe there are errors or ommissions on this page.

Investors are advised to read and understand the fund's prospectus before investing.