Get StartedType of Fund
Growth
Tags
Global
SRI
Commencement Date
8 March 2021
Financial Year End
31 March
Benchmark
FTSE Shariah All-World Index
Investor Risk Profile
High
Trustee
Deutsche Trustees Malaysia Berhad
Manager
BIMB Investment Management Berhad
Investment Objectives
The Fund seeks to achieve medium to long term capital appreciation.
Note: Any material changes to the Fund’s investment objective would require Unit Holders’ approval.
Asset Allocation
Target Fund- Minimum of 90% of the Fund’s NAV
Islamic liquid assets including Islamic deposits, and Islamic money market instruments- Maximum of 10% of the Fund’s NAV
Investor Profile
The Fund is primarily suitable for investors:
- who are seeking capital appreciation over medium to long term period; and
- with high risk tolerance.
Specific Risks Associated with the Fund
- Concentration Risk
- Liquidity Risk
- Country Risk
- Currency Risk
- Target Fund Manager Risk
- SRI Investments Risk
- AI Driven Investment Approach Risk
- Shariah Status Reclassification Risk
Investment Policy and Strategy
The Fund will be investing in a minimum of 90% of the Fund’s NAV into the Target Fund and a maximum of 10% of the Fund’s NAV into Islamic liquid assets including Islamic deposits and Islamic money market instruments.
Accordingly, the Fund will have a passive strategy as all the investment decisions will be made at the Target Fund level.
Distribution Policy
Distribution of income, if any, is incidental.