SBB Mutual Berhad



SBB Retirement Balanced Fund

Affin Trust Management Berhad
Alliance Unit Trust Management Berhad
CIMB Principal Asset Management Berhad
HLG Unit Trust Berhad
OSK-UOB Management Berhad
Prudential Unit Trust Management Berhad
     
SBB Mutual Berhad
  SBB Savings Fund
  SBB Bond Fund
  SBB Dana Al-Mizan
  SBB Dana Al-Ihsan 2
  SBB Equity Income Fund
  SBB Sector Rotation Fund
  SBB Premium Capital Fund
  SBB Retirement Balanced Fund
     
     

This growth-and-Income fund lets the value of investment grow over the long term through a diversified portfolio with equity and fixed income securities. The investment strategy is to focus on maintaining a balanced portfolio between equities and fixed income investments

What is it for?

This fund is suitable for investors who:

  • Seek stable returns in the medium to long term

Detail of Fund

Fund Size 500 million units
Launch Date 12 March 1997
Launch Price
RM1.00
Initial Sales Charge 6.5%
Annual Management Fee 1.5% per annum of the GNAV
Trustee Universal Trustee (M) Berhad

Investment Amount

Minimum Initial Investment RM1,000
Minimum Subsequent Investment RM100

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

 
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