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Suitable for Investors who:
 
  • Want a professionally managed portfolio of equity and fixed income securities;
  • Have a medium to long term investment horizon of 3 to 5 years or more;
  • Want to achieve an adequate level of regular income and capital gain at an acceptable level of risk.
Fund Information
 

Type of Fund: Income and Growth Fund
Category: Balanced Fund

Investment Objective
To provide medium to long term investors with a reasonable level of income and capital growth.

Asset Allocation
Equities: Min 30% & Max 65%
Fixed Income Securities and Liquid Assets: Min 35% & Max 70%

Investment Strategy
To invest in a balanced portfolio of equity securities with capital growth prospects and high income yielding fixed income securities.

Investment Risks
Market risk, Specific Stock risk, Country risk, Currency risk, Interest Rate risk, Credit/Default risk and Liquidity risk.

Distribution Policy
The Fund intends to provide regular income to Unit holders by way of distribution.
 
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Copyright 2007 Alliance Investment Management Berhad
 

The content in this website is intended for your general information only and must not be construed as an offer or a recommendation to invest in our Funds and neither does it take into account any investor's particular circumstances. Before investing, you are advised to read and understand the contents of the Master Prospectus dated 30 January 2008 which has been registered with the Securities Commission who takes no responsibility for the contents of the Master Prospectus which is obtainable at the Head Office of Alliance Investment Management Berhad (AIMB), AIMB Tied-Advisers, all Branch Offices of Alliance Bank, and other appointed Institutional Unit Trust Advisers. You should consider the fees and charges involved and consult your financial or other professional adviser if you are in doubt about any feature or nature of the respective Funds. The prices of units and distribution, if any, may go down as well as up and past performance of the respective Funds is no guarantee of future performance. Any issue of units to which the Master Prospectus relates will only be made on receipt of the application form referred to in and accompanying the Master Prospectus.