MANULIFE INVESTMENT BALANCED FUND   

 

Investment Objective

  • The Fund’s investment objective is to achieve medium- to long-term capital appreciation and to provide dividend income.

Investors' Profile

  • Seek relatively higher returns than fixed deposits but dislike the higher risks associated with a full equity portfolio;
  • Seek capital appreciation and regular income; and
  • Have a medium- to long-term investment horizon.

 

Performance Benchmark

50% FBM100 + 50% Maybank 12-month Fixed Deposits rate.

Sales Charge

Up to 6.5% of NAV per unit

Switching of Units

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Distribution Policy

Semi-annually, if any. Subject to the availability of income, the Fund Manager has the discretion to declare distribution at a higher frequency.

Mode of Distribution

    
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