Hong Leong SaversPro

Please be informed that with effect from 1 August 2019, the Company shall cease to accept new applications for Hong Leong SaversPro. However, the existing unit holders who have participated in the Hong Leong SaversPro shall continue to enjoy the benefits subject to terms and conditions as outlined under the scheme.

Product Information

Hong Leong SaversPro = Wealth Accumulation + Protection

We at Hong Leong Asset Management Bhd truly understand your needs and we know how important it is for you to have a regular savings plan to secure your financial future. Introducing the Hong Leong SaversPro, a regular savings plan that adopts Dollar Cost Averaging Strategy.

Dollar Cost Averaging is a strategy in which you regularly invest a fixed amount of money to make monthly purchases of units in a unit trust fund. This regular investment buys less units when the prices of units are high and more units when prices of units are low. By averaging the unit price paid, your average cost per unit will be lowered. Dollar Cost Averaging works best in a highly volatile market.

Apart from that, you also get to enjoy constant protection from the free insurance coverage valued up to RM 1 million* via this savings plan.

The insurance/takaful coverage will be equal to 100 times of your monthly investment amount, and increases by 10 times every two years until a maximum of 50 times. It is subject to a maximum coverage of RM500,000 per term life coverage or RM1 million for term life plus accidental death or disablement coverage.

Hong Leong SaversPro

Fund Name	Fund Category	Fund Type	Geographical Location	Launch Date
Hong Leong Strategic Fund	Mixed Assets	Growth & Income	Malaysia	08-03-2005
Hong Leong Balanced Fund	Balanced	Growth & Income	Malaysia	29-04-2002
Hong Leong Dana Maa’rof	Balanced (Islamic)	Growth & Income	Malaysia	25-03-2003
Hong Leong Asia-Pacific Dividend Fund	Equity	Growth & Income	Asia-Pacific ex Japan	28-02-2006
Hong Leong Consumer Products Sector Fund	Equity	Growth	Malaysia	09-08-2000
Hong Leong Dana Makmur	Equity (Islamic)	Growth	Malaysia	12-11-2001
Hong Leong Hong Kong Equity Optimizer Fund	Equity	Growth & Income	Hong Kong	20-09-2011
Hong Leong Value Fund	Equity	Growth	Malaysia	26-04-1999

The Plan

Year	Investing Early	Investing Later
1	1,000
2 \| 10	1,000 \| 1,000	No Investment for the first 10 years
11		1,000
12 \| 35	No further investment thereafter	1,000 \| 1,000
Total Contribution	10,000	25,000
Saving Period	10 years	25 years
Return assumed at 8% p.a	107,173	78,954
Profit	11 times	3 times

Insurance Protection at No Extra Cost

	1st-2nd Yr 100x		3rd-4th Yr 110x		5th-6th Yr 120x		7th-8th Yr 130x		9th-10th Yr 140x		11th onwards 150x
Monthly Investment Amount (RM)	TL+ADD	TL	TL+ADD	TL	TL+ADD	TL	TL+ADD	TL	TL+ADD	TL	TL+ADD	TL
100	20,000	10,000	22,000	11,000	24,000	12,000	26,000	13,000	28,000	14,000	30,000	15,000
500	100,000	50,000	110,000	55,000	120,000	60,000	130,000	65,000	140,000	70,000	150,000	75,000
1000	200,000	100,000	220,000	110,000	240,000	120,000	260,000	130,000	280,000	140,000	300,000	150,000
2000	400,000	200,000	440,000	220,000	480,000	240,000	520,000	260,000	560,000	280,000	600,000	300,000
3000	600,000	300,000	660,000	330,000	720,000	360,000	780,000	390,000	840,000	420,000	900,000	450,000
4000	800,000	400,000	880,000	440,000	960,000	480,000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000
5000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000
6000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000	1,000,000	500,000

ADD: Accidental Death or DisablementTPD: Total and Permanent Disablement
*A maximum coverage of RM1 million per life for Accidental Death & Disablement, subject to terms and conditions.
The management reserves the right to discontinue or revise the insurance coverage of all unitholders at any point of time at its discretion.

Hong Leong SaversPro

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