Asia Lion Equity
Gradual and Steady Approach Yields Assets Protection
| Asia Lion Equity Fund | |
| Investment objective | Achieve short-term capital growth by investing only in Asia equity markets |
| Fund mandate | Emphasis on active blue chips selection
Focus on maximum 10 blue chips |
| Asset allocation | Funds Weights As of 25th November 2009 Financial: 32.22% Industrial: 21.56% Consumer: 14.91% Consumer Service: 10.03% Commercial Service: 9.51% Media: 6.50% High Technology: 3.31% Public Service: 1.96% |
| Maximum return objective | 18% over a period of 12 months |
| Minimum return objective | 6% over a period of 12 months |
| Recommended term | 12 months and longer |
| Target market | Investors who are in their wealth buildup phase and require little income yield in the short term
Investors seeking exposure to the Asia equity market Investors who are able to withstand short-term market fluctuations in pursuit of maximum total returns over the short term |
| Fee structure (excl. VAT) | Administration fee: 3% |
| Income distribution | 12 months Lock in Period: 12 months (early redemption penalties apply) |
| Investment | 1 share: $100.00 Minimum: 500 shares or $50 000.00 Additional: 200 shares or $20 000.00 |
| Fund category | Asia Equity Fund |
| Subscription date | 25th Day of the month Initial Offer Price: $100.00 |
Asia Lion Equity
As we approach the end of the year 2009 and look back at the entire financial market,one thing that we are quite sure is that the worst seems to be behind us. Governments stimulus packages seem to be working and that consumer confidence seems to be coming back into the market. However, we do not see a “V” sharp recovery due to the complexity of the problems facing the United States financial systems. A more gradual and steady recovery seems to be a more probable scenario.
“Gradual and Steady Approach Yields Assets Protection.”
HCB Trust Ek. för. addresses these issues with the launch of the “Asia Lion Equity Fund” (ALE Fund). This program mainly concentrates in investing high net worth blue chips companies listed in the stock exchanges. These blue chips are carefully selected to include banking, consumer and industry sections; hereby giving high yield dividends to our investors no matter how the economy as a whole performs. Our fund managers will use a diversified portfolio of strategies to control and limit risks, thus ensuring asset protection in the pursue of absolute growth.
For a more detail discussion on how you can benefit and invest in the Asia Lion Equity Fund, please contact your respective financial advisor.
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