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CIMB Principal Asset Management Berhad



CIMB Islamic Equity Aggressive Fund

Affin Fund Management Berhad
Alliance Investment Management Berhad
     
CIMB Principal Asset Management Berhad
  CIMB Islamic Asia Pacific Equity Fund
  CIMB Principal Balanced Fund
  CIMB Principal Global Titans Fund
  CIMB Principal Small Cap Fund
  CIMB Principal Income Plus Balanced Fund
  CIMB Principal Bond Fund
  CIMB Islamic Balanced Growth Fund
  CIMB Islamic Equity Aggressive Fund
  CIMB Islamic Enhanced Sukuk Fund
  CIMB Principal Strategic Bond Fund
     
HLG Unit Trust Berhad
OSK-UOB Unit Trust Management Berhad
Prudential Fund Management Berhad
     

Fund Type: Growth

Investment Objective

To earn reasonable returns for investors by investing in approved equities listed on the KLSE as well as unlisted securities and other non-interest bearing assets acceptable under Islamic principles over the long term

Fund is suitable for investors who :

  • looking for an investment alternative based on Syariah principles
  • want access to share market opportunities
  • seek potentially high investment returns over the long term and do not require regular income from your investment
  • accept that investment returns may fluctuate significantly over the short term and may even be negative

Fees and Charges

Application Fees 5% on each investment
Annual Fees Management Fees: 1.50% of the NAV
Trustee Fees: 0.10% of the NAV
Switching Fees
Currently, there is no fee charged on a switch from the Lifetime Dana Mubarak to any other fund

Fund Details

Distribution Policy Once a year each July
Investment Time Horizon Recommended 5 years or more
Initial Investment Minimum RM 2,000
Additional Investment RM500 or more at any time
Cooling Off Period
6 Business Days from the date the application form is received and accepted by the Manager. Please note that the cooling-off right is only given to an investor who is investing with CIMB-Principal Asset Management Berhad for the first time. However, corporations/ institutions are not entitled to the cooling-off right
Redemption/Withdrawal
Yes, at any time without penalty. Minimum withdrawal is RM1,000 or more at any time. Payments are made within 10 days.
Launch Date 15 June 1995

Approved Fund Size (units)

300 million

For more information, call us at 03-2055 9733 or visit your nearest AFFINBANK Customer Relationship Centre today!
 
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