AmCumulative Growth

AmCumulative Growth
Equity: Asia Pacific Ex Japan
AmInvestment Services Bhd
Investment Manager
AmInvestment Mgmt Sdn Bhd
Launch Date



AmCumulative Growth aims to provide long-term capital growth mainly through investments in securities with superior growth potential. As such, income returns will be incidental to the overall capital growth objective and a substantial portion of the income from investments will be reinvested, rather than distributed.

Financial Year End: 30 June
Distribution Policy: Incidental.

Investor Profile

Best suited if you:

  • Seek capital growth rather than regular income distribution
  • Seek a diversified portfolio with strong emphasis on the net asset value growth
  • Have a long-term investment goal of at least 5 years.


In seeking to achieve its investment objective, AmCulmulative Growth can under normal circustances, invest mainly in equities up to 95% of its net asset value.

Using fundamental research (management interviews, onsite evaluation and industry studies) and quantitative analysis (evaluation and analysis of financial data), the Investment Management team buys securities of a broad mix of companies believed to have favourable growth characteristics relative to their peers. Similarly, the Investment Manager's sell securities it believe no longer have these characteristics. The Investment Manager may also sell securities in order to maintain the desired portfolio of securities composition of the Fund, which may change in response to market conditions. In determining whether a company has favourable growth characteristic and sells securities based on sales and earning growth, return on equity, financial condition (such as debt to equity ratio) and market share and competitive leadership of the company's products.

Fees & Transactions

Fees & Charges
Sales Charge 6.00%
Redemption FeeNone
Switching Fee6% (However, it may be waived or varied at Manager discretion.)
Free Switches YearlyN/A
Annual Management Fee1.5%
Transactions (Minimum)
InvestmentInitial: RM1,000 / 1,000 units
Additional: RM500 / 500 units
Regular InvestmentInitial: RM1,000 / 1,000 units
Additional: RM500 / 500 units
Account Balance 1,000 units
Switching None


Fund Documents
Prospectus AmInvest Master Prospectus


Compare AmCumulative Growth with:

Equity: Asia Pacific Ex Japan
AmInvestment Services Bhd

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