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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