Disclaimer

Not an Offer to Sell or a Solicitation to Buy

Each of the funds referred to in the Principal Asset Management Berhad (‘Principal’) website is intended only to be made available in Malaysia and offered only to persons in Malaysia. The data presented is for information purposes only and is not a recommendation to buy or sell any securities or adopt any investment strategy. This material is not intended to be relied upon as a forecast, research, or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment. The information it contains does not take account of any investor's investment objectives, particular needs or financial situation. You should consider whether an investment fits your investment objectives, particular needs and financial situation before making any investment decision.

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Principal Wholesale Equity Fund (formerly known as CIMB-Principal Wholesale Equity Fund)

Fund Performance

As at date : 31-10-2021
Fund
Year To Date Performance (%) 1Year (%) 3Year (%) 5year (%) Since Inception (%) NAV (MYR) Fund Size (million)
Principal Wholesale Equity Fund (formerly known as CIMB-Principal Wholesale Equity Fund) 8.09% 22.65% 19.52% 40.71% 159.75% 2.5974 15.27
Benchmark -2.72% 7.25% -3.74% -2.62% 22.83%
Benchmark : FTSE Bursa Malaysia Top 100 Index

Income Distribution History

Disclaimer : Annualised yield is calculated as the most recent monthly dividend distribution multiplied by the Fund’s dividend frequency and divided by the latest NAV.

Unit Split History

General Information

To provide investors with long term capital growth through investment primarily in the Malaysian equity market with some diversification to the Asia ex Japan equity markets.