Type of Fund
Aggressive Growth
Commencement Date
30 June 1994
Financial Year End
30 June
Investor Risk Profile
High
Benchmark
FBM Emas Shariah Index
Manager
BIMB Investment Management Berhad
199301021508 (276246-X)
199301021508 (276246-X)
Trustee
Maybank Trustees Berhad
196301000109 (5004-P)
196301000109 (5004-P)
Investment Objective
To provide a medium and long term* return through capital appreciation and income distribution.
*Note: “medium to long term” in this context refers to three (3) years or more.
Asset Allocation
- Shariah-compliant equity: 70% to 98%.
- Sukuk, Islamic money market instruments & Islamic deposits: 2% to 30%.
Investor's Profile
The Fund is suitable for investors who:
- Seek capital appreciation over the medium to long term* period.
- Have high risk tolerance.
- Have long term investment horizon.
Specific Risks Associated with Investing in the Fund
- Specific Security Risk
- Credit / Default Risk
- Profit/Interest Rate Risk
- Shariah Status Reclassification Risk
- Counterparty Risk
- Structured Product Risk
- Collective Investment Scheme Risk
- Dividend Risk
- Equity-related Securities Risk
- Country Risk
- Currency Risk
- Political Risk
- Regulatory Risk
Investment Policy and Strategy
The Fund’s activities shall be conducted strictly in accordance with the principles of Shariah and shall be monitored by the Shariah Adviser. The Fund aims to provide a medium to long term* returns by investing in companies that have growth prospects and pay dividends.
Distribution Policy
As income distribution is the secondary objective of the Fund, distribution of income (if any) is incidental.