Portfolio objective

To deliver potential consistent return through investments in Kenanga Investors Berhad approved money market, fixed income and equity unit trust funds.

Portfolio CategoryConventional
Portfolio TypeModerate
Investor Profile

Suitable for investors who:

  • seek balance between security and capital growth
  • are able to tolerate moderate risks and short-term price fluctuations to realize long term gains
  • favor a balanced portfolio of equities and fixed income
Performance Benchmark6% per annum
Asset Allocation
  • Money Market/Fixed Income: Min 20%
  • Equities: Up to 80%
Minimum initial investmentRM5,000
Minimum Top up InvestmentRM1,000
Underlying InvestmentsKenanga Investors Berhad funds
Entry Unit Trust FundKenanga Growth Opportunities Fund (“KGOF”)
Performance target on a 5-year rolling Period6% – 8% per annum
Portfolio risk

Our Actively Managed Portfolios (“AMP”) 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

As at : 11 Jul 2024

1 Month1 YearYear To DateSince InceptionAnnualised Return

Source: Novagni Analytics & Advisory

Performance is computed from the NAV of the underlying funds in the portfolio. The performance formula is sourced from Bloomberg and verified monthly by an independent third party, Novagni Analytics & Advisory Sdn Bhd. The NAV of the underlying fund is also available on Lipper. The portfolio uses Time-Weighted Rate of Return (TWRR). TWRR is a measure of the compound rate of growth in a portfolio by taking into consideration the inflows and outflows of funds (i.e. initial investment top-ups and redemptions) and at which particular point of time the transactions were made during the reporting period.

Fund Document
Fund Factsheet 27 Jun 2024

The electronic Prospectus, Information Memorandum, Fund Reports and Monthly Fact Sheet in this website are maintained by the Marketing Division of Kenanga Investors Berhad. Information that falls outside this area does not form part of the electronic Prospectus and Information Memorandum. Units of the fund are offered solely on the basis of the information contained in the electronic Prospectus and Information Memorandum

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

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