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Suitable for Investors who:
 
  • Seek a stable income stream with potentially higher returns than the prevailing fixed deposit rates;
  • Prefer a medium to long term investment horizon in order to achieve reasonable capital growth;
  • Have a medium degree of risk tolerance.
Fund Information
 

Type of Fund: Income Fund
Category: Equity Fund

Investment Objective
To provide Unit holders with a stable income that is potentially higher than the prevailing fixed deposit by investing in high dividend yielding portfolio of stocks and fixed income securities.

Asset Allocation
Equities: Min 60% & Max 80%
Fixed Income Securities and Liquid Assets: Min 20% & Max 40%

Investment Strategy
To employ a top down approach in deciding appropriate asset allocation at any one time and a bottom up approach in selecting securities. The focus will be on high yielding-stocks that will provide stable income and fixed income securities.

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

Distribution Policy
Distribution may be declared on a half yearly basis (if any) as approved by the Trustee.
 
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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.