Thursday, 10 December 2015

Eastspring Investments Small-Cap Fund

Latest Research/Reports/Information
  • Coming soon

Fund Plus Points
  • 10 Dec 15 : Ranked 1st for 3Yr, 5Yr and 10Yr Annualized Returns under Category Equity Malaysia Mid/Small-cap as of 30 Nov 2015

Fund Information

Asset Class: Equity
Fund Type: Growth
Geography: Malaysia
Sector: Small Capitalised Stocks
Inception Date: 29/05/2001
Inception Price: --
Fund Currency: RM
Latest Fund Size (MIL): RM 209.617 @ Sep 30 2015
Online Tradeable: Yes

Fund Investment Strategy
Investment Objective :
Seeks to provide investors with maximum capital appreciation by investing principally in small market capitalisation companies which will appreciate in value

Investment Policy :
Invest principally in a small market capitalisation companies.

Up to 99% in securities of small-cap companies and minimum 1% in cash or other liquid assets.

Benchmark :
60% FBMSC + 40% FBMFL

Charges and Fees
List of charges and fees as listed below:

Fund Performance
Annual Returns
  • 2015 : +26.03%
  • 2014 : +16.22%
  • 2013 : +64.02%
  • 2012 : +11.07%
  • 2011 :    -8.68%
  • 2010 : +30.39%
  • 2009 : +56.02%
  • 2008 :  -38.60%

Awards & Credentials
Morningstar Fund Rating
  • 5 STAR (30 Nov 2015)
Lipper Fund Awards
Morningstar Awards
  • None

Download Fund Factsheet/Annual Report/Interim Report


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Invest "Eastspring Investments 
Small-Cap Fund" at only
2% Sales Charge through eUnittrust



Still not sure how to? 
Ask Invest Made Easy at shanesee03@gmail.com

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