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Unit Trust

Ride the waves of opportunity for favourable returns

 

It is anticipated that the Federal Reserve will reduce interest rates around 50 basis points by the end of the year and around 125 basis points in 2025, as the US economy is showing signs of slowing down.

 

Why Fixed Income fits now?
 

Historically, when the policy rate peaks, there is a tendency for bond prices to rise while yields fall. This dynamic suggests that allocating investments to bonds now could provide potentially higher returns. i.e. Income and capital gains. Against this backdrop, it is favourable to incorporate fixed income assets into your investment portfolio.

 

 

Positioned for the medium to long-term, this unconstrained fixed
income strategy aims to provide a consistent income stream via
exposure to quality bonds across both global and regional markets.

 


*Top Holdings:
• United States Treasury N/B
• Government Investment Issue (Malaysia)

 

 

High-quality credit portfolio with issuers operating in businesses that
are less sensitive to the economic cycle.

 


*Top Holdings:
• Malaysian Government
• Corporate Issuances with average credit rating of AA1 to AA2

 

 

Capture attractive yield and potential capital upside from a diversified
portfolio of global fixed income instruments that are poised to benefit from
a peaking interest rate environment.

 


*Top Holdings:
• FNMA 5.5%
• FNMA 6.0%

 

FNMA refers to Federal National Mortgage Association

 

*Holdings are as of 30 June 2024.

Alternatively, contact your Relationship Manager, the Preferred Call Centre at 1300 885 300 or visit your nearest CIMB Preferred Centre.

UNIT TRUST DISCLAIMER


THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES. IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE. THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION. NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE  ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN. EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE. INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED OR PROTECTED BY CIMB BANK BERHAD / CIMB ISLAMIC BANK BERHAD (“CIMB”) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS / INFORMATION MEMORANDUM AND ITS SUPPLEMENTAL MASTER PROSPECTUS / INFORMATION MEMORANDUM FOR UNIT TRUSTS WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING. FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS / INFORMATION MEMORANDUM, VISIT US AT OUR NEAREST BRANCH. UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL. INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING. UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN. PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED. INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT. INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY. UNIT TRUSTS ARE NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA. INVESTORS SHOULD NOT MAKE PAYMENT IN CASH TO A UNIT TRUST CONSULTANT OR ISSUE A CHEQUE IN THE NAME OF A UNIT TRUST.

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UNIT TRUST IS NOT PROTECTED BY PIDM.


THIS MATERIAL HAS NOT BEEN REVIEWED BY THE SECURITIES COMMISSION MALAYSIA (“SC”).


MEMBER OF PIDM.

 

 

 

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