An investment in mutual funds through a non-discretionary trust platform is not deposited with the bank. The investment is not included in the deposit insurance coverage of the Central Deposit Insurance Corporation. The Trustee Bank does not guarantee the performance of fund management; The investment risk is borne by the investor.
The Fund's past performance is not reflective of future performance, fund prices may rise or fall and investment principal may incur loss. Before making an investment decision, investors should read the fund's prospectus, investment information, the fund profile and access the suitability of the products against his/her personal circumstances, risk appetite, investment horizon, financial situation, investment objectives and other related considerations (e.g. legal, tax and accounting impact).
Protected Notes feature the integration of zero-coupon bonds and financial derivatives to protect 100% principal at maturity. The return from a Principal Protected Notes is dependent on the performance of an underlying financial instrument.
Equity funds invest in company-issued equity securities with an aim to pursue long-term investment gains. These funds can be classified by the areas of primary investment: namely global, regional, specific country and industry funds.