HLG Unit Trust Berhad



HLG Strategic

Affin Fund Management Berhad
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  HLG Dana Munir
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OSK-UOB Unit Trust Management Berhad
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Product Information

HLG Strategic Fund (HLGSTF) is a growth and income fund that is designed to provide income on a best effort basis as well as strive for capital appreciation by actively investing in equity and equity-related securities. The distinctive feature of this Fund is that it is given the flexibility to make strategic weightings of its asset allocation between listed securities and fixed income securities according to changes in the fundamentals of the economy, industry or a particular company. For defensive considerations, the Fund will invest in a mix of equities, money market instruments and debentures.

The Fund aims to provide investors with an investment that strives for stable returns as well as consistency in performance and income.

What type of investor are you?

The Fund is appropriate for investors seeking:

  • Risk averse investments that strives for capital appreciation;
  • Diversification from traditional financial instruments to a more dynamic asset allocation strategy without assuming significantly higher risk on investments;
  • Returns from both capital appreciation and income

Mode of Investment

You can invest in HLG Strategic Fund by the following modes:

Cash Plan
You can invest a lump sum cash based on the prevailing selling price
EPF
You may also invest your EPF savings in the Fund as HLG Unit Trust Bhd is an Appointed Fund Manager under the EPF Member's Investment Scheme
Regular Savings
You can make regular monthly investments from your savings or current account held with Hong Leong Bank or financial institution(s) approved by the Manager

For more information, call us at 03-2055 9733 or visit your nearest AFFINBANK Customer Relationship Centre today!

 
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