Pheim Dana Makmur

A Shariah-compliant balanced fund that aims to provide investors with a steady income and some prospects for capital appreciation in the longer term

Fund type/Category:
Balanced/Mixed asset: Islamic

Date launched:
28 January 2002

Min initial investment:
RM1,000/RM100 (subsequent)

Investment objective

To provide investors with a steady income and some prospects for capital appreciation in the longer term through Shariah-compliant investments

Investor profile

Conservative equity investors who are looking for steady income and some prospects for capital appreciation while taking moderate risks, and who prefer investments in accordance to Shariah principles

Investment strategy

The fund will invest up to 60% of its NAV in equities that comply with Shariah principles, and at least 40% on fixed income instruments and liquid assets that comply with Shariah principles. The investment or asset allocation strategy may vary from time to time to reflect changing economic circumstances or market conditions.

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