Investment-Linked
Fund
Like
unit
trust, an investment linked fund is a professionally managed investment
fund, normally by an insurance company, which pools your money with that
of many other investors with similar investment objectives. The aggregate
sum is then used by the fund to build a diversified investment portfolio
which comprises stocks, bonds and other assets in accordance with the investment
objective of the fund.
Investment linked funds helps in
your investment planning by giving you a choice of placing your money in
a diversified investment options. The investment-linked fund provides investors
with an opportunity to attain medium to long term capital growth by investing
primarily in equities.
BENEFITS
By investing in the investment-linked
fund, you have an opportunity to participate in the growth of our dynamic
economy through a professional investment team. The
investment fund will endeavor to provide above-average returns in the long
term.
Other benefits include:
-
Diversification
of investment portfolio
-
Different Investment
Funds Options
-
Professional expertise
-
Liquidity
-
Ease of transactions
-
Flexibility
There are
different funds for you to choose depending on your investment risk profile.
Check out your investment risk profile with our Investor
Risk Profile Test.
HOW CAN
I INVEST IN THE INVESTMENT-LINKED FUND
Single Premium Plan
You can start participate in the
investment linked fund with a minimum of RM5,000. Further investments can
be made with a minimum of RM500.
Regular Premium Plan
You can start participate in the
investment linked fund with a minimum of RM1,000. Further monthly investments
can be made with a minimum of RM100.
Life Insurance Included
To supplement the investment benefits,
the investment-linked fund provides you or the insured person with the
security and protection of a Guaranteed Death and Total & Permanent
Disability Benefit. The benefit payable depends on whether Single Premium
Plan or Regular Premium Plan is chosen.
Investment Linked Life Insurance
You can also participate in an investment
linked fund through an investment linked life
insurance. The balance of your premiums not allocated for life insurance
protection will be used to invest in the investments linked funds. |