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    Q2 Describe The Features and Benefits of THREE Product

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    YEOH SENG WEI NICKLAUS
    The three mutual fund products are: 1) Hong Leong Regular Income Fund which provides regular income through a diversified portfolio of fixed income and equity investments in Asia Pacific excluding Japan, with a medium risk rating. 2) Hong Leong Money Market Fund which invests primarily in short term deposits and money market instruments to provide regular income while maintaining capital stability and low risk. 3) Hong Leong Strategic Fund which is a mixed assets fund that aims to provide stable returns through dynamic asset allocation across equities and fixed income securities.

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    Q2 Describe The Features and Benefits of THREE Product

    Uploaded by

    YEOH SENG WEI NICKLAUS
    20 views1 page
    The three mutual fund products are: 1) Hong Leong Regular Income Fund which provides regular income through a diversified portfolio of fixed income and equity investments in Asia Pacific excluding Japan, with a medium risk rating. 2) Hong Leong Money Market Fund which invests primarily in short term deposits and money market instruments to provide regular income while maintaining capital stability and low risk. 3) Hong Leong Strategic Fund which is a mixed assets fund that aims to provide stable returns through dynamic asset allocation across equities and fixed income securities.

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    Q2 Describe the features and benefits of THREE product

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    The three mutual fund products are: 1) Hong Leong Regular Income Fund which provides regular income through a diversified portfolio of fixed income and equity investments in Asia Pacific excluding Japan, with a medium risk rating. 2) Hong Leong Money Market Fund which invests primarily in short term deposits and money market instruments to provide regular income while maintaining capital stability and low risk. 3) Hong Leong Strategic Fund which is a mixed assets fund that aims to provide stable returns through dynamic asset allocation across equities and fixed income securities.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    20 views1 page

    Q2 Describe The Features and Benefits of THREE Product

    Uploaded by

    YEOH SENG WEI NICKLAUS
    The three mutual fund products are: 1) Hong Leong Regular Income Fund which provides regular income through a diversified portfolio of fixed income and equity investments in Asia Pacific excluding Japan, with a medium risk rating. 2) Hong Leong Money Market Fund which invests primarily in short term deposits and money market instruments to provide regular income while maintaining capital stability and low risk. 3) Hong Leong Strategic Fund which is a mixed assets fund that aims to provide stable returns through dynamic asset allocation across equities and fixed income securities.

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    © All Rights Reserved
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    of 1

    Q2 Describe the features and benefits of THREE (3) products offered by mutual fund of unit

    trust companies in Malaysia


    The first product offered by mutual fund companies in Malaysia is the Hong Leong Regular
    Income Fund (HLRIF) offer from Hong Leong Asset Management. Hong Leong Regular
    Income Fund was launched in 10th August 2016. The category of this fund in fixed income
    and the type of fund is growth and income. The risk rating of this product is medium. This
    fund to provide an opportunity to the investors can have regular income in medium-to long-
    term. Achieve capital growth by investing in a diversified portfolio of fixed income
    instruments, equities and equity-related securities. Through the equities and equity-related
    exposures in Asia Pacific including Malaysia but except for Japan to finding diversification in
    their investment holdings. The percentage of asset allocation is this fund, for fixed income
    instruments will be allocate minimum 70% to 100% and equities and equity-related
    securities will be zero to thirty percentages. The minimum initial investment is RM 1000 and
    the subsequent investment minimum is RM 100. This fund is suitable for the following
    investors are look for a regular income, but they are willing to accept moderate investment
    risk for fixed income and capital growth.
    The second product of fund name is Hong Leong Money Market Fund offer by Hong Leong
    Asset Management and it was launched in 13th October 2014. It is aim to the investors
    investing primarily into deposits and money market instruments to have regular income
    while maintaining capital stability. They allocate minimum 90% in deposits or money market
    instruments that will mature in 365 day, and maximum 10% will be allocated to deposits
    and money market instrument with a maturity of more than 365 days but not more than
    732 days. The initial investment is minimum RM 1000 and the minimum subsequent
    investment is RM 100. This fund is more suitable for the investors who want have a short
    period of investment horizon, desire to have regular income while waiting to make another
    investment, and it is low risk tolerance.
    The third product of fund is Hong Leong Strategic Fund, and it was launched on 8 th March
    2005. This is a mixed assets fund also the fund type is growth and income. It is an
    investment that strives for stable for provide to the investors and the return and
    consistency of performance and revenue. The fund is according to changes in fundamentals
    of the economy and monetary policies to able reweight its asset classes strategically. It
    distribute 0 to 98 percentages of assets in equities and allocate the assets to fixed income
    securities up to minimum 2% to 100%. It is suitable to the investors who want to
    investments that have a stable and consistent returns. Through dynamic asset allocation
    strategies to look for diversification and looking from capital appreciation and revenue to
    seek for return. Also the investors are looking for an investment that may offer higher
    returns than the average 12-month deposit rate.

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