Kenanga TacticalEXTRA Fund (formerly known as Libra TacticalEXTRA Fund)

Investment Objective

The Fund aims to provide investors with medium to long term capital appreciation by investing principally in liquid equities with large market capitalisation (big caps), and fixed income instruments with flexible asset allocation*

*Under normal market conditions, fixed income instruments will be capped at 30% and may go beyond 30% during adverse market conditions

Fund Category / Type

Equity / Growth

This Fund is suitable for Investors who:-

• want to maximise returns attributable to asset allocation;
• are relatively aggressive aiming for absolute capital growth and return through an active investment approach over the long term horizon, at a moderate to high level of risk; and
• are seeking to invest in equities and fixed income securities, but do not have the time or expertise to monitoractively their investments or to shift allocation between the asset classes at the appropriate times

Performance Benchmark


Asset Allocation

• Minimum 70% of its NAV in quoted equities and equity-related securities
• Maximum 30% of the Fund’s NAV will be invested in fixed income securities with a minimum credit rating of P3 or BBB3 by RAM or equivalent rating by other rating agencies
• Minimum 5% of the Fund’s NAV in liquid assets

Entry Fee

Cash Investment: Up to 5.00% of the NAV per unit

EPF Investment: Up to 1.50% of the NAV per unit

Annual Management Fee

1.50% p.a. of the Fund’s NAV

Annual Trustee Fee

0.07% p.a. of the Fund’s NAV, subject to a minimum of RM18,000 p.a.

Exit Fee


Switching Fee


Minimum Initial Investment


Minimum Additional Investment



• The management and trustee fees are computed and accrued on a daily basis and payable monthly.
• All fees and charges payable to the Manager and the Trustee are subject to the goods and services tax/sales and services tax/other taxes of a similar nature as may be imposed by the government or other authorities from time to time.

This is for information only. It should not be construed as an offer or a solicitation of an offer to purchase or subscribe or to sell units. Units of the Fund are offered solely on the basis of the information contained in the Master Prospectus and Supplementary Prospectus (if any). If you are in doubt when considering the investment or the information provided, you are advised to consult a professional adviser.

Kenanga Investors Berhad 199501024358 (353563-P). All rights reserved.
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