Investment objective

To provide investors with a diversified investment portfolio containing a balanced mix of equities and fixed income securities that comply with Shariah requirements in order to achieve a balance of growth and income from capital appreciation and distribution

Investor profile

Investors looking for potential higher returns compared to other kinds of bond funds

Investment strategy

The Fund will invest in both equity and debt securities. Fundamental analysis will be conducted on potential investee companies. Specifically for equities, the investment process will be driven by key investment and sectoral themes prevailing in the market at any period in time. Business and industry prospects, management valuations, as well as the general stock market outlook will also be evaluated before investing. For fixed income investments, the investment process will be driven by considering the interest rate outlook for the market over the medium to long term. Credit analysis will also be conducted on individual securities to achieve relative certainty of principal repayment and overall total return stability.

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