Ride on the Growth Potential across Various Markets
through Public Mutual’s 3 New Funds
Public Bank’s wholly-owned subsidiary, Public Mutual, is launching three new funds, namely Public Asia Pacific Alpha-40 Fund (PAPA40F), Public e-Islamic Growth Fund (PeIGRF) and Public e-Worldwide Thematic Growth Balanced Fund (PeWTGBF) on 10 December 2021.
Public Asia Pacific Alpha-40 Fund (PAPA40F)
PAPA40F is a regional equity fund that will invest up to a maximum of 40 stocks primarily in the Asia Pacific region, which allows the Fund to take concentrated positions on selected key stocks with good fundamentals and strong earnings growth potential to achieve long-term capital growth. The Fund will invest 75% to 98% of its net asset value (NAV) in equities, with the balance to be invested in fixed income securities and liquid assets. PAPA40F aims to generate long-term capital growth by investing primarily in the Asia Pacific region, which possesses economic diversity, resilient consumption and attractive earnings growth.
Public e-Islamic Growth Fund (PeIGRF)
Investors who wish to participate in the long-term growth potential of Shariah-compliant stocks primarily within the domestic market may consider investing in PeIGRF. The Fund is a domestic Islamic equity fund which aims to achieve capital growth by investing 75% to 98% of its NAV in Shariah-compliant stocks of companies with earnings growth potential over the long term, while up to 25% of its NAV may be invested in the foreign markets to tap into the broader array of investment opportunities available overseas. PeIGRF may also be positioned in companies that are expected to benefit from the increasing shift towards the digitalisation trend amid the new normal. Selected sectors which the Fund may capitalise on include technology, industrial, consumer and healthcare.
Public e-Worldwide Thematic Growth Balanced Fund (PeWTGBF)
Meanwhile, PeWTGBF is the first global balanced fund offered under the Public e-Series of Funds which aims to achieve capital growth over the long term through a balanced asset allocation approach. The Fund will invest 35% to 65% of its NAV in stocks of companies around the world which benefit from key themes that offer earnings growth and are versatile to economic changes over the long term. Meanwhile, 35% to 65% of its NAV may be invested in fixed income securities to capitalise on investment opportunities in the bond markets and provide more stable returns to the Fund’s overall portfolio. The portfolios of balanced funds tend to be diversified across a variety of equity and fixed income securities; thereby resulting in a lower overall portfolio risk as compared to equity funds. Selected themes which the Fund may focus on include sustainable / renewable energy solutions, the financial technology (fintech) revolution and medical innovations.
The minimum initial and additional investment amount for funds under the Public e-Series is RM100, with a sales charge of up to 3.75% of NAV per unit. As for PAPA40F, the minimum initial investment is RM1,000 while the minimum additional investment is only RM100, with a sales charge of up to 5.00% of NAV per unit. The initial offer price for the funds is RM0.25 per unit during the 21-day initial offer period from 10 to 30 December 2021.
All funds under the Public e-Series are available exclusively online via our Public Mutual Online (PMO) platform, whereas PAPA40F is distributed by Public Mutual’s unit trust consultants. All statements of transactions, investments and reports for funds under the Public e-series will be made available online to unitholders.
For more details on the Funds, please get in touch with Public Mutual’s unit trust consultants (UTCs), call our Customer Service Hotline at 03-2022 5000, or visit any Public Mutual or Public Bank branch nationwide.
Public Mutual is Malaysia’s largest private unit trust company with more than 170 funds under its management. It is also an approved Private Retirement Scheme (PRS) provider, managing nine PRS funds. It has a total of 31 branches/customer service centres nationwide. As at end-October 2021, the fund size managed by the Company was more than RM104 billion^.
^ Source: As listed in Lipper, November 2021 and inclusive of our wholesale funds.
Investors are advised to read and understand the contents of the Prospectus of Public Asia Pacific Alpha-40 Fund, the Prospectus of Public e-Islamic Growth Fund and the Prospectus of Public e-Worldwide Thematic Growth Balanced Fund, all dated 10 December 2021, and the respective fund’s Product Highlights Sheet (PHS) before investing.
Investors should understand the risks of the fund and compare and consider the fees, charges and costs involved in investing in the fund. A copy of the Prospectus and PHS can be viewed at our website www.publicmutual.com.my.
Investors should make their own assessment of the merits and risks of the investment. If in doubt, investors should seek professional advice. Please refer to www.publicmutual.com.my for our investment disclaimer.