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Growth Plan


The Growth Plan focuses on providing long term capital growth. Through the Growth Plan, investments are diversified to help ensure more consistent performance and improved risk management.

The Growth Plan provides the benefits of growth through higher potential returns by primarily investing in the Atlas Stock Market Fund (ASMF) along with small exposure in the Atlas Income Fund (AIF) for the benefit of lower risk from diversification through a single investment.

This plan is suitable for investors who want to maximize their long term growth opportunities, do not need current income stream from their investments, are willing to withstand considerable short term fluctuations in the value of their investments and plan to hold their investments for the long term.

All the transactions under Growth Plan are governed by the Trust Deeds relating to the ASMF (dated May 29, 2004) and AIF (dated February 20, 2003) as amended from time to time vide supplemental Trust Deed(s). All the terms and conditions of the Offering Document of the ASMF and AIF and Supplementary Offering Documents of Growth Plan shall apply to the respective Units of the two Funds in which investment is made under Growth Plan.

Growth Plan was launched from January 7, 2008


 

Target Asset Mix

 

 
Risk Disclosure: All investments in mutual funds are subject to market risks. The NAV based prices of Units and any dividend and returns thereon are dependant on market forces and factors affecting the capital markets. Past performance is not necessarily indicative of future results. Please read the Offering Documents of Atlas Income Fund and Atlas Stock Market Fund and Supplementary Offering Document of Growth Plan to understand the investment policies, rewards and risks involved.
 
 
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