Areca Capital officially launched its latest fund, the Areca Dividend Income Fund (“Fund”) today. The new Fund seeks to provide regular income while providing long term capital appreciation to investor.
The Fund invests in income-generating securities, including dividend-paying shares, preference shares and other equity-related securities, to achieve its objective. Contrary to most other dividend income funds that make yearly distribution, we seek to make quarterly distributions (cash payout) of all substantial, realised income from the Fund to investors. The Fund will invest a maximum of 98% of its NAV, in income-generating securities with a minimum of 2% of its NAV in liquid assets.
The minimum initial investment amount is RM50,000 and any additional investment amount is RM5,000.
Areca is currently managing ten unit trust funds, including four wholesale funds. One of our best performing funds is the Areca equityTRUST Fund (AeTF). Launched in April 2007, AeTF aims to provide investors with medium to long term capital growth. AeTF has delivered 66.3% returns over the 5 years as of 31 December 2016, as compared to its benchmark’s (FBM100) return of 8.5%. Since its inception, the fund generated total return of 150.9% as compared to its benchmark’s total return of 29.3%. We believe that our proven track record of strong returns affirms our investment philosophy and strategies.
Areca is also an Institutional Unit Trust Advisor (IUTA) for the distributions of third party funds.
For further enquiries, please contact us at invest@arecacapital.com or call 603-7956 3111.