Ride on the Long-term Prospects of Founder-led Companies with
Public e-Pioneer Entrepreneur Fund
Public Bank's wholly-owned subsidiary, Public Mutual, is launching a new fund named Public e-Pioneer Entrepreneur Fund (PePEF) on 29 July 2021.
PePEF aims to invest primarily in a portfolio of pioneer entrepreneur stocks, wherein the founder of the company is part of the company's management team and/or sits on the company’s board of directors at the point of purchase. To achieve diversification, up to 20% of its net asset value (NAV) may be invested in other stocks listed on global markets. The Fund will invest 75% to 98% of its NAV in equities globally, with the balance to be invested in fixed income securities and liquid assets.
The success of multiple innovative start-up companies over the past decades has cast the limelight on entrepreneurs and founders who have been the driving force behind such accomplishments. This success is strongly attributed to the founder’s passionate drive and ingenuity in delivering products and services that cater to the market’s changing needs.
“PePEF invests primarily in founder-led companies which tend to benefit from better innovation, greater adaptability and long-term sustainability. Investors who seek to venture alongside such founder-led companies may invest into PePEF to achieve capital growth over the long term,” said Public Mutual’s Chief Executive Officer, Ms Yeoh Kim Hong.
The Fund is available exclusively online via our Public Mutual Online (PMO) platform with a minimum initial and additional investment amount of RM100 and a sales charge of up to 3.75% of NAV per unit. The initial issue price for PePEF is RM0.25 per unit during the 21-day initial offer period from 29 July to 18 August 2021.
In addition, all investors will receive one lucky draw entry for every RM3,000 per transaction invested in PePEF via PMO during the campaign period and stand a chance to win up to 20,000 additional units of the Fund. Interested investors may find out more about the campaign at www.publicmutual.com.my. Terms and conditions apply.
All statements of transactions, investments and reports regarding PePEF will be made available online to unit holders. For more details of the Fund, please get in touch with Public Mutual’s unit trust consultants (UTCs) or visit any Public Mutual or Public Bank branch nationwide.
Public Mutual is Malaysia’s largest private unit trust company with more than 160 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-June 2021, the fund size managed by the Company was above RM100 billion^.
^ Source: As listed in Lipper, July 2021 and inclusive of our wholesale funds.
Investors are advised to read and understand the contents of the Prospectus of Public e-Pioneer Entrepreneur Fund dated 29 July 2021 and the fund’s Product Highlights Sheet (PHS) before investing.
Investors should understand the risks of the fund, 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.
Investors should make their own assessment of the merits and risks of the investment. If in doubt, investors should seek for professional advice. Please refer to our website for investment disclaimer.