KAF VISION FUND


We aim to provide unitholders with medium to long-term capital growth.



WHO WE ARE

KAF Investment Funds Berhad (“KAF IF”) is a holder of a Capital Markets Services Licence issued under the Capital Markets and Services Act 2007. As at 30th September 2022, KAF IF has 17 collective investment schemes and 35 private mandates with a total value of asset under management in excess of RM4.80 billion in its suite of offerings which covers a range of products types with different risk profiles. KAF IF offers both conventional and Shariah collective investment schemes. In addition to KAF IF’s own sales team, KAF IF funds are distributed by Institutional Unit Trust Advisers (IUTAs) and KAF IF’s registered agents. The agency sales force is an alternative distribution channel which enables KAF IF to serve the investing public who seek personalized service.







3 THINGS ON KAF VISION FUND

WHAT IS THE FUND'S GOAL
• The fund aims to provide unitholders with medium to long-term capital growth
THE FUND IS SUITABLE FOR INVESTORS WHO
• Are willing to adopt an aggressive approach toward investing
• Have a medium to a long-term investment horizon of 3 to 5 years or more
• Are willing to accept a higher level of risk to obtain higher growth of capital
INVESTMENT STRATEGY
• Equities: Minimum 70% and maximum 95%
• Fixed-income securities and liquid assets: Minimum 5% and maximum 30%



KAF VISION FUND


RISKS

SPECIFIC STOCK RISK

Specific stock risk can be associated with the shift in consumer taste, advertising campaigns, lawsuits, and competitive industry conditions. It can be mitigated by diversifying the Fund’s investment over more companies in various segments of the economy, which operate independently from one another. Failing to achieve the expected earnings would result in the stock price declining, which in turn will affect the performance of the Fund. Specific stock risk is mitigated by exercising prudence in stock selection.

SMALL CAPITALISATION COMPANIES’ RISK

Investments in small capitalisation companies would require due considerations because of, for example, less public information, more limited financial resources and product lines, higher risk of failure than larger companies and lack KAF Vision Fund 3 of business operational history of such company. Any adverse events may result in greater volatility in the securities prices of the small capitalisation companies than normally experienced by larger capitalisation companies. Moreover, the trading volume of security for small capitalisation companies are generally low that may require a longer time period for acquisition or disposal.





AWARDS

  • REFINITIV LIPPER FUND AWARDS MALAYSIA 2021 WINNER

    KAF VISION FUND

    BEST EQUITY MALAYSIA SMALL & MID CAP FUND OVER 10 YEARS
    BEST EQUITY MALAYSIA SMALL & MID CAP FUND OVER 3 YEARS
    (2021 & 2022)




DISCLAIMER

Investors are advised to obtain, read, and understand the contents of the respective disclosure documents before investing. These are available at our office and our authorized distributor and can be viewed on our website at www.kaf.com.my. Among others, investors should consider the fees and charges involved. The prices of units and distribution payable (if any) may go down and up. The past performance of the funds is not indicative of its future performance. Investments in the funds carry with them elements of risk. Investors are advised to make their assessments of the risks involved and are recommended to seek professional advice where necessary. This digital content is for informational purposes only and has not been reviewed by the Securities Commission Malaysia.