Uni Income Fund
Fund Objective
To achieve capital preservation over the medium-term while providing
a stable long-term and secured income return by investing primarily
in a portfolio of investment-grade fixed income securities.
Investment Strategy
The fund will be managed by the in-house investment team of Uni.Asia
Life (UAL) who employs a rigorous and structured investment approach
in evaluating the various bond investments and their credit risks.
The fund will be invested in the fixed income instruments issued
by proven companies in Malaysia and government owned entities.
Credit risk is managed by keeping the average portfolio risk above
single – A rating.
Asset Allocation
| Bond/Fixed Income Securities |
80% - 98% |
| Cash/Money Market |
2% - 20% |
Fund Management Charge
1.0% p.a. of the fund value. |
