AMB ETHICAL TRUST FUND (AMBETF)
Type of Fund Income and Capital Growth Fund
Category of Fund Equity Fund
Trustee HSBC (Malaysia) Trustee Berhad (001281-T)
External Investment Manager UOB Asset Management (Malaysia) Berhad (219478-X)
Investment Philosophy We believe superior long-term investment performance can be achieved by exploiting inefficiencies in capital markets through rigorous and intensive research within a disciplined investment process.

 

Investment Objective To provide investors with income and capital growth for medium to long term through investments that comply with ethical principles.

Any material change to the investment objective of the Fund would require Unit Holders’ approval.

 
Investors' Profile Suitable for individual or institutional investors who:
  • Desire income and capital returns from the equity and bond markets; and
  • Would like to channel their resources to companies that demonstrate socially responsible practices relating to the environment and community.
 
Benefits for Investors AMBETF is essentially a socially responsible Fund, which caters for Malaysians who increasingly want a say in how their money is invested. The Fund accomplishes this by channeling pooled funds to companies that are befitting to the agreed upon ethical standards that are defined in the Fund.

The Fund represents an affordable investment tool and also rewards companies that are viewed as performing an invaluable service to Malaysia through its ethical activities.

 
Specific Benefits of Investing in AMBETF

Regular Savings Plan
You have the opportunity to invest through standing instruction. This plan makes regular savings easy and allows you to arrange transfers from your bank account to AMBETF.

Affordability
Investors can invest with just RM500 as a minimum initial investment and subsequent investments can be made with a minimum of RM100.

Accessibility
Investors can easily access any Distribution Branch to perform any enquiry or transaction.

EPF Members' Investment Scheme
The Manager is a unit trust management company under the EPF Members' Investment Scheme. For eligible Funds, you may withdraw a portion of your EPF savings to invest in the Fund, which may provide you the opportunity to reap capital growth, thus increasing the value of your EPF Account 1 Retirement Savings subject to rules and regulations of the EPF Members' Investment Scheme from time to time.

You may withdraw a portion of your EPF savings to invest in our Funds which are eligible under the EPF Members' Investmnet Scheme. Kindly contact the manager to confirm which Funds are currently eligible for investment via the EPF Members' Investment Scheme. By investing some of your EPF savings in any of the above-mentioned Funds, you could stand to maximise the value of your retirement savings over the long-term.

Upon reaching the age of 55, investment under EPF Members' Investment Scheme will no longer be treated under the EPF Members' Investment Scheme and Unit Holders' existing investment will be converted into their own account of which Unit Holders may redeem directly.

Kindly note that investment via EPF Members' Investment Scheme is subject to EPF's terms and conditions and investors are encouraged to check on the related details accordingly.

Asset Allocation

• 70% to 98% in equities
• 2% to 30% in cash or bonds (or combination of both)

The above asset allocation of the Fund is only indicative and will be reviewed from time to time depending on economic and market conditions.

 
Benchmark The performance of AMBETF will be benchmarked against 100% of the performance of the FBM KLCI.

Note: The risk profile of this Fund is different from the risk profile of the benchmark.
 

 

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Investors are advised to read and understand the contents of the Master Prospectus for Conventional Funds dated 17 September 2015 and expires on 16 September 2016 before investing. This prospectus has been registered and lodged with the Securities Commission Malaysia. Among others, investor should consider the fees and charges involved. The price of units and distributors payable, if any, may go down as well as up. Past performance of the fund should not be taken as indicative of its future performance. Units will only be issued on receipt of an application form referred to in and accompanying the prospectus, which can be obtained at Amanah Mutual Berhad, Amanah Saham Nasional Berhad, any Maybank and Bank Rakyat distribution branches.