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Showing posts with the label asset allocation

New Fund: PB Dynamic Allocation Fund

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Another new fund for the month of June, Public Mutual launched PB Dynamic Allocation Fund which allows the investor the opportunity to participate in tactical asset allocation strategy where instruments are allocated between the difference asset classes of equities, fixed income securities and money market instruments based on a flexible investment mandate. The fund may capitalize on potential investment opportunities if the market outlook is positive while reducing its equity exposure when weakness in the equity markets is expected. As such, its equity content may range between 30% to 98% of the NAV of the fund. The balance of the fund's NAV may be invested in fixed income securities and liquid assets which include money market instruments and deposits. Investment Strategy Although the fund is actively managed , the frequency of its trading strategy will very much depend on market opportunities. The fund employs both the top-down and bottom-up approach to evaluate its investments...

New Fund: AmDynamic Allocator

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Another new fund launched by AmMutual in a short period of time (barely few days), AmDynamic Allocator aims to achieve capital growth over the Medium to Long Term and at the same time  provide income by investing primarily in collective investment schemes. This is a Fund-of-Funds , which means the fund is comprise of multiple funds. The Fund will be managed with the aim of achieving positive investment returns over the Medium to Long Term regardless of market conditions . To achieve the investment objective, the Investment Manager applies a strategy that seeks to generate returns through investments in Collective Investment Schemes (CIS), which has exposure to various asset classes including but not limited to equity, fixed income securities and money market instruments. There will be no cross-holding between the Fund and CIS. More about Investment Strategy In selecting the asset classes for the Fund, the Investment Manager will adopt an active asset ...