- Fund Type: Unit Trust
- Objective: Balanced
- Asset Class: Asset Allocation
- Geographic Focus: Malaysia
Snapshot for AmBalanced (AMBALAN)
| Year To Date: | +8.53% | 3-Month: | +8.15% | 3-Year: | +13.20% | 52-Week Range: | 0.93 - 1.10 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +1.15% | 1-Year: | +17.71% | 5-Year: | +8.55% | Beta vs FBMKLCI: | 0.76 |
Fund Profile & Information for AMBALAN
AmBalanced is an open-end unit trust established in Malaysia. The Fund aims to grow the value of investment in the long-term with lower volatility through asset diversification. The Fund invests according to a 50/50 mix between equities and fixed income with tactical equity exposure range between 30% to 70%.
| Inception Date: | 09-16-2003 | Telephone: | 60-3-2032-2888 Tel |
|---|---|---|---|
| Managers: | ROSLINA ABDUL RAHMAN | ||
| Web Site: | www.ambankgroup.com | ||
Fundamentals for AMBALAN
| NAV | (on 2013-06-20) 1.09 |
|---|---|
| Assets (M) | (on 2013-06-20) 5.36 |
| Fund Leveraged | N |
| Minimum Investment | 1,000.00 |
| Minimum Subsequent Investment | 500.00 |
Dividends for AMBALAN
No dividends reported
Fees & Expenses for AMBALAN
| Front Load | 6.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.50 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | 2.10 |
Top Fund Holdings for AMBALAN
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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