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Investment Objective
To attain capital growth in the medium to long term by investing in securities listed in the Malaysian equities market whilst abiding by Shariah Principles.
Asset Allocation
Shariah-Compliant Equities: Min 50% & Max 90%
Islamic Fixed Income Securities and Liquid Assets: Min 10% & Max 50%
Investment Strategy
To employ a top down approach in deciding appropriate asset allocation at any one time and a bottom up approach in selecting stocks. The focus will be on value and growth stock.
Investment Risks
Market risk, Interest Rate risk, Credit/Default risk, Liquidity risk, Reclassification of Shariah Status risk and Specific Stock risk.
Distribution Policy
The Fund may declare by way of income distribution annually as may be approved by the Trustee.
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