Income Generation

This portfolio is ideal for those looking for steady flow of income and moderate long-term capital appreciation with at least 5 years investment horizon. Fixed income funds such Global Bond (GB) shall be used to generate steady flow of interest income while equity shall be used to achieve moderate capital growth with steady dividend yield over the long term. The suggested portfolio comprises a 50/50 mix between equity and bonds. Approximately, 10% of the portfolio should go into a broadly diversified SET-50 Index Dividend Fund and 40% should be invested in a Global Allocation (GAF) Foreign Investment Fund (FIF). As an added measure to generate steady income for the portfolio, the remaining 50% shall go into a Global Bond (GB) FIF.

Important notes

Information on this web page is obtained from publicly available sources or proprietary. Although, the sources are believed to be reliable, but Finansa Asset Management Ltd. (FAM), does not guarantee their completeness or accuracy. The material contained herein, including all charts and graphs, is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Opinions and estimates expressed are subject to change without notice and should not be relied upon as an investment advice since the specific investment objectives, personal situation and particular needs of any person have not been taken into consideration. FAM expressly disclaims any and all liability for representations and warranties, express or implied, contained herein, or for the omissions. The mention of any security or mutual fund should not be construed as representing a recommendation to buy or sell that security or fund, nor does it represent a forecast on future performance.

Past performance of manager/s and fund/s are not necessarily a guide to future performance. The value of units and the income from them may fall as well as rise. All funds are subject to investment risks. Investors should read the prospectus for detailed information prior to any subscription.

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