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HLG
GROWTH FUND
Product
Information
HLG Growth Fund (HLGGF) aims to provide investors with
an opportunity to earn attractive capital gains at a controlled
risk level on a medium to long term basis by investing in
companies with potential for earnings growth.
HLGGF is a conservative equity growth fund that will
invest in both growth stocks (small and medium sized companies)
and blue chip counters. The fund seeks to reduce portfolio
risk and participate in the growth of the economy by investing
in stocks across the different growth sectors. These stocks
are likely to have above average prospective earnings per
share growth (above average is in relation to the economic
growth rate).
For more detailed information, please click here to view the Prospectus.
Extra
Benefits
One additional benefit that comes with your investment in
the HLG Growth Fund is the free insurance protection plan.
It provides you with the following coverage at no extra cost
to you:
a) Life
b) TPD
c) ADD
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Cause
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Coverage
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Total Time(s)
Covered
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Maximum Coverage
Per Investor
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Term Life
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ADD
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Natural:
- Death
- TPD |
yes
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n/a
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1
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RM250,000
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Accidental:
- Death
- TPD
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yes
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yes
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2
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RM500,000
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Note:
ADD - Accidental Death & Disablement
TPD - Total Permanent Disablement
The maximum
coverage per investor is RM250,000. The Plan covers both natural
and accidental causes. If an insured dies or suffers TPD due
to natural causes, e.g. sickness, disease or old age, the
amount payable will be the basic sum insured. If the insured
dies or suffers TPD due to accidental causes, we pay Accidental
Indemnity Benefit which is an additional sum equivalent to
the basic sum insured.
Are there any special
features about this plan?
Yes, There
is an automatic cover of up to RM100,000 meaning you will
be automatically covered up to RM100,000 without having to
complete any application form. Only for investments in excess
of 100,000 units will you be required to complete a simple
application form to be considered for the plan. However, you
must not be suffering from any terminal illness or any disability
at point of entry. You also have to submit a health declaration
statement for every subsequent investment exceeding 100,000
units.
Investor
Profile
The Fund is suited for investors who have a medium to long
term investment horizon of 3 years and above and are willing
to accept a slightly higher risk level than the KLCI. It
is a vehicle for investors to participate in the economic
growth of Malaysia through investing in the Malaysian equity
market within reasonable risk exposure level.
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Mode
of Investment
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You
can invest in the HLG Growth Fund by either the following
mode :
Cheque/Bank Draft/Money Order
Payment via cheque/bank draft/money order must be made payable to HLG Unit Trust Bhd and crossed "Account Payee Only".
Regular Savings
You can make regular monthly investments from your savings
or current account held with Hong Leong Bank or a financial institution approved by the Manager.
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Funds
Performance & Asset Allocation
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| Pertaining
to the performance and asset allocation of this fund,
please click here to
open the "Invest Fact" for more details. |
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Other Notices
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All marketing material should be read in conjunction with the prospectus. |
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