Fund Category:


Investment Objective:
The Fund is to provide investors with the opportunity to gain reasonable return and capital growth in the medium to long term period by investing in Shariah-compliant securities whilst at the same time the Manager will attempt to match closely its performance with the performance of the FTSE Bursa Malaysia EMAS Shariah Index (FBMSHA).


Investment Strategy:
The Fund shall invest in a diversified portfolio of Shariah -compliant securities listed on Bursa Malaysia, primarily in stocks constituent of the FBMSHA.  It is a passively managed index fund whereby the designated fund manager constructs the Fund’s investment portfolio based on an index sampling approach by investing not less than 60% of the Fund;’s NAV in the top 15 constituent Shariah-compliant stocks of the FBMSHA that represent approximately 61% of the market capitalization of the index (as at LPD).  The balance will be invested in the next remaining constituent Shariah-compliant stocks of FBMSHA and any other Shariah-compliant securities listed on Bursa Malaysia.


Investor Profile:
The Fund is suitable for investors who have a moderate risk tolerance level, medium to long terms investment horizon and seeking a return close to the market performance by investing in a fund that conforms to Shariah Principles.


The performance benchmark of the Fund is 8.4% [moderate] growth (3 years Fund Volatility) as per Lipper Analysis on 10.01.2020.