Category of fund:
Islamic Malaysia Equity
Type of fund:
The fund seeks capital appreciation over the medium to long-term period.
The fund seeks capital appreciation over the medium to long-term period. Any material change to the investment objective of the Fund would require Unit Holder's approvals.
- Equity : 70% – 98%
- Sukuk & cash: 2% – 30%
The Manager may, in response to adverse market, economic, political and any other conditions, adopt a temporary defensive strategy by maintaining higher liquid asset/cash portions. When this happens, the asset allocation of the Fund will be altered accordingly. The Fund may also invest up to 99% of its NAV in Sukuk and Islamic Money Market instruments. An initial allocation for cash and other Islamic liquid assets will be maintained to ensure that the Fund is able to meet repurchase requests without jeorpardizing the Fund’s performances.
- Specific security risk
- Credit / Default Risk
- Profit Rate Risk
- Reclassification of Shariah Status Risk
- Counterparty Risk
To meet the investment objective, the Fund will mainly focus on the equity investment (up to 98% of the Fund’s NAV) which will comprise a diversified portfolio of blue chip, high growth and dividend paying companies that are listed on BURSA Malaysia.
FBM Emas Shariah Index
Suitable for investors who:
- Seek capital appreciation over the medium to long term period
- Have high-risk tolerance
- Have long term investment horizon
As income distribution is the secondary objective of the Fund, distribution of income (if any) is incidental
Maybank Trustees Berhad
(formerly known as Mayban Trustees Berhad)
BIMB Investment Management Berhad