Fund Category:
Equity/Growth/Income
Investment Objective:
The Fund is to provide investors with steady return and to achieve capital growth in the medium to long term by investing in equities and fixed income securities that conform to the Shariah Principles.
Investment Strategy:
The Fund shall invest primarily in a diversified portfolio of Shariah-compliant equities and Shariah compliant equity-related securities listed on any recognized stock exchange in Malaysia and the focus is on Shariah-compliant public-listed companies with growth prospects and/or having forecast dividend yield of 3.0% per annum or above.
Investor Profile:
The Fund is suitable for investors who have a moderate risk tolerance level an seeking steady return and capital growth in the medium to long term by investing in Shariah-compliant equities and Islamic fixed income that conforms to Shariah Principles.
Benchmark:
The performance benchmark of the Fund is 11.3% growth (3 years Fund Volatility) as per Lipper Analysis 10.01.2020.