Key Data
Portfolio Name AMP 1
Portfolio objective To deliver consistent potential return through investments in Kenanga approved money market, fixed income and equity unit trust funds.
Portfolio Type Conventional
Portfolio Risk Profile Conservative
Investor Suitability

Suitable for investors who:

  •  Seek low risk investment option that normally earns interest rate higher than bank accounts and fixed deposits
  •  Prefer investments that offer capital safety and low price fluctuations
  •  Favor a portfolio mix with higher fixed income to equities




Underlying Investments All Kenanga funds
Entry Unit Trust Fund Kenanga Income Plus Fund
Asset Allocation Money Market/Fixed Income: Min 60%
Equities: Up to 40%
Performance target on a 5-year rolling Period 4% – 6% per annum
Benchmark 4% per annum
Portfolio risk

Our Actively Managed Portfolios invest in a portfolio of approved conventional and Shariah-compliant funds. You are advised to refer to the relevant Prospectus(es) and consider the information on risks associated to the underlying funds. The performance of the portfolio is dependent on the funds selected by the Portfolio Manager and the performance of each underlying fund. Active management and regular rebalancing of the portfolios may mitigate this risk.

Investors choose from generic portfolios based on their profile and risk-return expectation. The portfolio is not tailor-made for each investor. Any decisions made by the Portfolio Manager for the respective portfolios will apply to all investors. Fund allocation details are stipulated on our Investment Form. Information on the mix of funds in the respective portfolios is also available daily via the investor’s electronic account, accessible through www.kenangainvestors.com.my.

Transacting in Kenanga AMP Plus
Investment Cash
Minimum initial investment RM5,000
Minimum Top up Investment RM1,000
Regular Investment Mode

Minimum RM1,000 per month (via Public Bank or MEPS-FPX / Direct Debit)

Annual AMP Fee 0.75% p.a. calculated and accrued daily but payable on the 1st day of January and July or at the time of switching / transfer / redemption. The AMP Fe
Switching from Kenanga Standalone Funds to AMP Portfolio Switching from a lower entry fee to AMP will require the investor to pay the differential entry fee.
Switching from AMP Portfolio to Kenanga Standalone Funds Full redemption and reinvestment into Kenanga standalone funds at T+6 days. No sales charges will be charged when reinvesting into Kenanga standalone funds.
AMP Portfolio Switching & Transfer Fee The portfolio switching / account transfer is only applicable for Cash Investment only. 1 free switching / transfer per calendar year. Subsequent switching / transfer will be charged RM100 per transaction. The switching / transfer fee will be deducted from the investor’s portfolio.
Minimum AMP Portfolio Switching / Transfer RM5,000. Applicable for Cash investment only.
Fees for Underlying Funds* N/A
Entry Fee Initial and additional investments: Up to 3.0% of NAV per unit.
Annual Management Fee

  • Balanced and equity funds: Up to 1.90% per annum of the NAV of the fund.
  • Money market/ Fixed income funds: Up to 1.00% per annum of the NAV of the fund.



* You are advised to refer to the relevant fund prospectus for information on other fees for the underlying funds.

Note

  • In computing the annual management fee and annual trustee fee, the NAV of the Fund should include the management fee and the trustee fee for the relevant day.
  • All fees and charges payable to the Manager and the Trustee are subject to the goods and services tax /sales and services tax/other taxes of similar nature as may be imposed by the government or other authorities from time to time.
Kenanga Investors Berhad (353563-P). All right reserved.
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