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CIMB-Principal Income Plus Balanced Fund EPF

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Fund Objective

The objective of the Fund is to provide capital growth over the medium to long-term as well as income distributions.

Fund Information

Launch Date 12 March 1998
Fund Category Balanced
Fund Type Income
Fund Size MYR 120.48 million
Current Price MYR 0.3571
Initial Investment Minimum RM 500
Subsequent Investment RM 200 or more at any time
Sales Charge Up to 5%
Annual Management Fee 1.85% per annum
Exit Fee None
EPF Investment Scheme Yes

FUND NAV as at 30 April 2013

52 – Week High 0.36
52 – Week Low 0.35

Trailing Returns

  3 mth 6 mth 1 y 3 y 5 y
Absolute Returns To Date (%) 3.09% 2.61% 6.22% 25.81% 36.03%
Annualised Returns To Date (%) N/A N/A 6.22% 7.95%  6.35%


Disclaimer for Unit Trust and Shariah-compliant Unit Trust Funds:

Customers are advised to read and understand the contents of prospectus of the relevant unit trust fund(s) before investing. Among others, customers should consider the fees and charges involved. The price of units and distribution payable, if any, may go down as well as up. Past performance is not an indication of future performance.

Selecting products with risk level relative to your attitude towards investment risk.

At HSBC, we offer a full range of products for your consideration with respect to your investment objective, investment tenor and your attitude according to the table below.

The Find Risk Level stated in this website is determined according to the historical volatility, of the fund or, where appropriate, the historical volatility of a compatible market index or comparable fund.

Risk Attitude Risk Level of Investment Product Suitable for Consideration
Secure No Product Risk
Cautious 1-2
Balanced 2-3
Adventurous 3-4
Speculative 4-5

All investment products stated above are not protected by PIDM

Fund Category:


Fund Size:

RM 120.48 million

as at 30 April 2013

Annualised Returns:

6.35% p.a. (Year 5)

HSBC's Risk Classification:

3 - Balanced

Minimum Investment Amount:

RM 500