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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

Cause
Coverage
Total Time(s) Covered
Maximum Coverage Per Investor
Term Life
ADD
Natural:
- Death
- TPD
yes
n/a
1
RM250,000

Accidental:
- Death
- TPD

yes
yes
2
RM500,000

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.

Mode of Investment

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.


Funds Performance & Asset Allocation

Pertaining to the performance and asset allocation of this fund, please click here to open the "Invest Fact" for more details.

Other Notices

All marketing material should be read in conjunction with the prospectus.

 


 


Fact Sheet


Interim Report


Annual Report

 
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