Performance and Risk

As of the latest available data, the KKP SG-AA-SSF fund has demonstrated the following performance:

  • 1-Year Return: Approximately 8.88%

  • 3-Year Return: Approximately -1.16%

These returns place the fund in the 1%-5% percentile range for 1-year performance and the 25%-50% percentile range for 3-year performance within its category. 

The fund is classified under the "Moderate Allocation" category, indicating a balanced approach between equity and fixed-income investments. It carries a risk level of 5, which corresponds to a medium risk profile suitable for investors seeking moderate growth potential with a balanced risk exposure. 

Key Features

  • Tax Benefits: Investments in this SSF are eligible for personal income tax deductions, making it an attractive option for tax-efficient long-term savings.

  • Diversified Portfolio: The fund's investment strategy encompasses a wide range of asset classes, providing diversification benefits to investors.

  • Active Management: KKPAM actively manages the fund, adjusting the asset allocation in response to market conditions to optimize returns.

Conclusion

The KKP SG-AA-SSF fund offers investors a balanced investment vehicle with the added advantage of tax deductions. Its diversified portfolio and strategic asset allocation make it suitable for individuals aiming for long-term capital appreciation while managing risk. As with any investment, potential investors should assess their risk tolerance and investment objectives before committing capital. shutdown123 

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