AMB UNIT TRUST FUND (AMBUTF)

Type of Fund Growth Fund
Category of Fund Equity Fund
Trustee Universal Trustee (Malaysia) Berhad (17540-D)
External Investment Manager UOB Asset Management (Malaysia) Berhad (219478-X)
Investment Philosophy AMBUTF is an equity fund that consists of a diversified portfolio of blue chip and high growth stocks listed on the Bursa Securities.

By investing in a diversified portfolio of blue chip and high growth stocks in Malaysia, AMBUTF provides a better spread of investments than could be achieved by investors with a small amount of money to invest.

 
Investment Objective To achieve a steady long-term income and capital growth through a diversified portfolio of larger capitalization equity investments.

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

Investors' Profile The Fund is suitable for all investors with the following profile:
  • Whose primary interest is in investments for the long term and capital growth of their investment; and
  • Those who are seeking investment in larger blue chips and growth stocks.
 
Benefits for Investors Shares historically provided returns superior to other investment instruments over the long term. The volatility of returns associated with this type of investment is reduced by diversifying the Fund’s investments across a variety of companies operating in different industries.
 
Specific Benefits of Investing in AMBUTF

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 AMBUTF.

Affordability
Investors can invest with just RM1,000 as minimum initial investment and subsequent investments can be made with a minimum of RM100.

Accessibility
Investors can easily access any Distribution Branches 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
  • Minimum 70% max 98% in equities
  • Minimum 2% in liquid assets
 
Benchmark

The performance of AMBUTF will be benchmarked against 90% of the performance of the FBM KLCI and 10% of the 1-month fixed deposit rate of commercial banks, which are obtainable from the Bursa Malaysia website and the Bank Negara website respectively.

 

 

Print

Investors are advised to read and understand the contents of the Master Prospectus for Conventional Funds dated 17 September 2014 and expires on 16 September 2015 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.