Friday 11 December 2015

AmPan European Property Equities Fund

Fund Plus Points
  • 11 Dec 15 : Only fund with full exposure into European Property equities.
  • 11 Dec 15 : 2015 YTD as of 30 Nov 2015 is +31.88%

Fund Information

Asset Class: Equity
Fund Type: Income & Growth
Geography: Global
Sector: European REITs
Inception Date: 03/06/2007
Inception Price: --
Fund Currency: RM
Latest Fund Size (MIL): RM 67.94 @ Sep 30 2015
Online Tradeable: Yes

Fund Investment Strategy
Investment Objective :
AmPan European Property Equities seek long-term capital appreciation
by investing its assets in quoted equity securities of companies of REITs (or its equivalents) having their registered office in the EEA listed or traded on a regulated market which derive the main part of their revenue from the ownership, management and/or development of real estate in Europe. The Fund is denominated in RM.

Investment Policy :
minimum of 95% of its NAV will be invested in the Target Fund.
(Based in Luxembourg)

Benchmark :
The EPRA-Index� (UK Restricted)

Charges and Fees
List of charges and fees as listed below:

Fund Performance
Annual Returns
  • 2015 : +32.82%
  • 2014 : +20.33%
  • 2013 : +28.23%
  • 2012 : +25.45%
  • 2011 :  -  9.73%
  • 2010 :  -  6.16%
  • 2009 : +34.72%
  • 2008 :  -52.62%

Awards & Credentials
Morningstar Fund Rating
  • Not Rated
Lipper Fund Awards
  • None
Morningstar Awards
  • None

Download Fund Factsheet/Annual Report/Interim Report


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Invest "AmPan European Property 
Equities Fund" at only
2% Sales Charge through eUnittrust



Still not sure how to? 
Ask Invest Made Easy at shanesee03@gmail.com

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