20 May 2011

New Fund: OSK-UOB Multi-Asset Recovery Strategy Fund

With the ongoing global economic recovery and the various opportunities created from the vast stimulus packages put forth by governments around the world, we are currently witnessing differing levels of economic expansion across all economies. And different asset classes such as equities, bonds, commodities, currencies and cash perform differently under different stages of economic expansion.


Hence, OSK-UOB now offer investors a fund that will capitalize on the potential opportunities arising from the different market conditions resulting from this economic expansion phase by dynamically investing in multi-asset classes that are expected to do well in specific market conditions.



The OSK-UOB Multi-Asset Recovery Strategy Fund is a fund-of-funds which aims to achieve long term capital appreciation by investing in a portfolio of exchange traded funds (ETFs).
The fund aims to achieve its objective through a portfolio of ETFs chosen from 5 major asset classes, i.e equities, bonds, commodities, foreign exchange (currencies) and money market instruments selected from the global markets. The fund's name reflects the fund's strategy that capitalize on the recovery of the global economy by dynamically investing in multi-asset classes through a portfolio of ETFs.

How much return?
This fund is benchmark against an average annual return of 8.00% over the long term. This is the targets of the fund.

Investor Profile?
This fund is suitable for investors who:
  • want to capitalize on the recovery of the global economy with an investment that invests dynamically in multi-asset classes through a portfolio of ETFs
  • seek capital appreciation
  • have a medium risk tolerance
  • have a long term investment horizon

Source: OSK-UOB Unit Trust Management Bhd
Click here to download prospectus

3 comments:

  1. I called the bank yesterday and the minimum investment amount is RM20,000! WTF!

    ReplyDelete
  2. Hi, Finance Malaysia may help you to invest. Please fill-up the form at the bottom of this blog. Thanks.

    ReplyDelete
  3. This comment has been removed by a blog administrator.

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