Principal PRS Plus

Scheme Trustee: Deutsche Trustees Malaysia Berhad

Principal PRS Plus Equity
Investment
Objective
The Fund seeks to provide capital growth over the long-term by investing in the domestic market.
Fund Category Equity
Investment
Strategy
The Fund is managed to achieve a defined target return over the long-term through investments in the domestic market. The Fund will invest between 70% to 99.8% (both inclusive) of the Fund’s NAV in equities.

However, the Fund may take temporary defensive positions that may detract from the Fund’s prescribed asset allocation when we believe that the equity market is experiencing excessive volatility, expected prolonged declines or when the outlook of the equity market is unfavourable. Under these circumstances, the Fund may reduce its equity exposure and increase its investment in money market instruments to protect the Fund’s investment objective in bearish or non-performing equity market.

Asset
Allocation
  • Between 70% to 99.8% (both inclusive) of the Fund’s NAV will be invested in equities; and
  • At least 0.2% of the Fund’s NAV will be invested in liquid assets for liquidity purpose.
Performance
Benchmark
The Fund has a target return of 8% per annum.

This is not a guaranteed return and is only a measurement of the Fund’s performance. The Fund may not achieve the target return in any particular financial year but targets to achieve this growth over the long-term.

Note: The Fund’s benchmark is for performance comparison purpose only. The risk profile of the Fund is not the same as the risk profile of the benchmark.
Member
Profile
This Fund is suitable for Members who:
  • are seeking for capital appreciation; and/or
  • are willing to accept significant fluctuation in the value of his/her investment.
Risks
Disclosure
Stock Specific Risk, Risks associated with investment in warrants/options