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Total Return
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CIMB-Principal Global Titans Fund
Performance History
2018-12-31
Growth of $10,000 (MYR)
 
  • Fund
  • 24.25
  • 5.96
  • 8.16
  • -8.68
  • +/-Cat
  • 12.50
  • -0.80
  • 1.03
  • 1.33
  • +/-Idx
  • 4.35
  • -6.74
  • -3.68
  • -1.18
 
 
 
Category: Equity - Global
Index: MSCI ACWI NR USD
 
 
  • Trailing Returns(%)
  • 2019-01-17
  • YTD Return
  • 4.13
  • 1 Year
  • -6.89
  • 3 Years Annualised
  • 1.53
  • 5 Years Annualised
  • 7.56
Benchmarks
Fund Benchmark
CIMB Bank 1-M Fixed Deposit Rate X 10% + MSCI Europe NR EUR X 36% + MSCI Japan NR USD X 12% + S&P 500 TR USD X 42%
Morningstar Benchmark
MSCI ACWI NR USD
 
Key Stats
  • Morningstar Category
  • Morningstar Rating™
    (2018-12-31)
  • Equity - Global
  • ISIN
  • Inception Date
  • MYU1000AD001
  • 2005-07-18
  • NAV(2019-01-17)
  • Day Change
  • MYR 0.6104
  • 0.36%
  • Bid Price
  • Offer Price
  • -
  • -
  • Total Net Assets (Mil)
    (2017-06-30)
  • Total Expense Ratio
    (2017-03-31)
  • USD 488.90
  • 0.84 %
  • Front Load Fee(Max)
  • Redemption Fee
  • 5.50 %
  • -
  • Employee Provident Fund
  • No
  • Manager Name
  • Start Date
  • Arnold Boon Lay Lim
  • 2008-06-30
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Investment Objective: CIMB-Principal Global Titans Fund
 
The objective of the Fund is to grow the value of Unit holders’ investments over the medium to long-term in an equity fund that invests in the global titans market of the US, Europe and Japan with an exposure to Malaysian equities market to balance any short term volatilities. The Fund will invest at least 50% of its NAV in at least three collective investment schemes, subject to a maximum of 98% of its NAV. The Fund may invest in Malaysian securities but only up to 50% of its NAV. The Fund seeks to give investors a broad exposure to three major global developed markets. This will be achieved by investing in collective investment schemes which invest into these three markets (US, Europe and Japan). The Fund will at all times be invested in the collective investment schemes, each covering separate geographic regions thus providing diversification and allowing a greater spread of risk.