Kenanga Investors

Key Data
Portfolio Name	AMP 2
Portfolio objective	To deliver consistent potential return through investments in Kenanga Investors approved money market, fixed income and equity unit trust funds.
Portfolio Type	Conventional
Portfolio Risk Profile	Moderate
Investor Suitability	Suitable for investors who: seek balance between security and capital growth are able to tolerate moderate risks and short-term price fluctuation to realize long term gains favor a balanced portfolio of equities and fixed income
Underlying Investments	All Kenanga Investors funds
Entry Unit Trust Fund	Kenanga Growth Opportunities Fund (“KGOF”)
Asset Allocation	Money Market/Fixed Income: Min 20% Equities: Up to 80%
Performance target on a 5-year rolling Period	6% – 8% per annum
Benchmark	6% 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 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 business day of January and July or at the time of switching / transfer / redemption. The AMP Fee will be deducted from the investor’s portfolio.
Switching from Kenanga Standalone Funds to AMP Portfolio	Full redemption and reinvestment into Kenanga Investors standalone funds at T+6 days. No sales charges will be charged when reinvesting into Kenanga Investors standalone funds.
Switching from AMP Portfolio to Kenanga Standalone Funds	Full redemption and reinvestment into Kenanga Investors standalone funds at T+6 days. No sales charges will be charged when reinvesting into Kenanga Investors standalone funds.
AMP Portfolio Switching & Transfer Fee	The portfolio switching / account transfer is only applicable for Cash Investment only. One 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.

AMP PLUS SERVICES