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Fund Information
| Asset Class | : Equity |
| Fund Type | : Growth |
| Geography | : Malaysia |
| Sector | : |
| Inception Date | : 17/01/2000 |
| Inception Price | : RM 1.00 |
| Fund Currency | : RM |
| Latest Fund Size (MIL) | : RM 558.54 @ Oct 31 2015 |
| Online Tradeable | : Yes |
Fund Investment Strategy
| Investment Objective : |
| To provide unit holders with long term capital growth by investing principally in Malaysian equities |
| Investment Policy : |
| In order to achieve long term capital growth, the majority of the Fund's assets will be actively invested in a diversified portfolio of equity and equity related securities that have good growth potential. Cash (as may be permitted) may be stragically used and increased if the External Investment Manager feels that the downside risk on the market is high in the short to medium to long term. The tactical asset allocation range invisaged for the Fund is (but is not limited to) as follows; Equities = 75% to 95% Cash = 5% to 25% |
| Benchmark : |
| Kuala Lumpur Composite Index (KLCI) |
Charges and Fees
List of charges and fees as listed below:
- Normal Sales Charge : 5.5% (via Agent/Consultant)
- Online Sales Charge : 0% - 2% (via eUnittrust)
- Redemption Fee : None
- Annual Management Fee : 1.50% (factored into Fund's daily pricing)
- Annual Trustee Fee : 0.08% (factored into Fund's daily pricing)
Fund Performance
Annual Returns
- 2015 : +20.91%
- 2014 : + 9.31%
- 2013 : +26.35%
- 2012 : +14.06%
- 2011 : +19.07%
- 2010 : +32.71%
- 2009 : +33.31%
- 2008 : -24.73%
Awards & Credentials
Morningstar Fund Rating
- 5 STAR (30 Nov 2015)
Lipper Fund Awards
- 2015 Winner Best Performing Equity Malaysia Fund - 5-year category
- 2015 Winner Best Performing Equity Malaysia Fund - 10-year category
- 2014 Winner Best Performing Equity Malaysia Fund - 3-year category
- 2014 Winner Best Performing Equity Malaysia Fund - 5-year category
- 2013 Winner Best Performing Equity Malaysia Fund - 3-year category
- 2013 Winner Best Performing Equity Malaysia Fund - 5-year category
- 2013 Winner Best Performing Equity Malaysia Fund - 10-year category
Morningstar Awards
Download Fund Factsheet/Annual Report/Interim Report
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Invest "Kenanga Growth Fund" at only
1.5% Sales Charge through eUnittrust
1.5% Sales Charge through eUnittrust
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