FWD Asset Philanthropy Equity Fund

FWD Asset Philanthropy Equity Fund is an equity mutual fund which invests primarily in large cap companies with the emphasis on quality stocks that have sustainable growth rate. This fund has a philanthropy feature of earmarking a portion of its management fee to support humanitarian, socio-cultural, environment and nature conservation programs.


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FWD Asset Philanthropy Equity Fund aims to achieve optimal investment returns through investment in large cap companies with the emphasis on quality stocks that have sustainable growth rate. This fund has a philanthropy feature of earmarking a portion of its management fee to support humanitarian, socio-cultural, environment and nature conservation programs. The fund may also invest in the remainder in bonds, money market instruments, and in foreign denominated securities as regulations permit. 

Fund Characteristics
  • Active management, bottom-up approach
  • Emphasis on quality stocks with sustainable growth rate
  • The fund earmarks a portion of its management fee for philanthropic causes
  • Ideal for investors with long-term investment horizon and wish to participate in philanthropic programs
  • Return potential: high
  • Risk level: high



PEKAFU_EN

Investment involves risks. Investors should read the Prospectus before deciding whether to subscribe for or purchase units in the Fund. The value of the units in the Fund(s) and the income from them may rise as well as fall. Past performance figures are not necessarily a guide to future performance. Neither is any forecast made necessarily indicate of the future or likely performance of the Fund(s).