MANULIFE SHARIAH PRS - GROWTH FUND

Investment Objective

  • The Fund aims to facilitate accumulation of retirement savings* by providing capital growth over the long term.

    *Please note that this Fund is neither a capital guaranteed fund nor a capital protected fund, therefore, a Member’s capital is neither guaranteed nor protected.

Member profile

The Fund is suitable for Members who:

  • have a moderate to high risk appetite;
  • seek capital appreciation on their contributions;
  • seek an additional retirement savings* scheme other than EPF;
  • are not statutorily obliged to contribute to EPF;
  • are employers who wish to contribute on behalf of their employees having the aforesaid characteristics; and/or
  • seek to invest in a shariah-compliant investment.

    *Please note that this Fund is neither capital guaranteed nor capital protected, therefore, a Member’s capital is neither guaranteed nor protected.

 

Performance Benchmark

60% FTSE Bursa Malaysia EMAS Shariah Index + 40% Maybank 12-month Islamic Fixed deposit-i rate.

Investment Strategy

To achieve the objective of the Fund, the Provider will at all times invest a minimum of 30% up to a maximum of 70% of the Fund’s NAV in Shariah-compliant equities and/or equity-related securities.

That part of the Fund’s NAV not invested in Shariah-compliant equities and/or equity-related securities.

Further, the Fund may invest up to 30% of the Fund’s NAV in foreign Shariah-compliant equities of companies which are domiciled in /listed in/ or have significant operations* in the Asia-Pacific markets, which include, but not limited to Australia, China, Hong Kong, India, Indonesia, Japan, New Zealand, the Philippines, Singapore, South Korea, Thailand, Taiwan, and Vietnam.

*Significant operations means the revenue, earnings, production facilities, assets and/or investments of a company are based in/ derived from the Asia Pacific region. The level of significance will be determined by the Fund Manager on a case-by-case basis based on his/ her research and judgement.

For the allocation of sukuk, the Fund may, for a period of 5 years from 23 July 2018 or until all three (3) core Funds reach RM25 million respectively (whichever is earlier), invest in Shariah-compliant Sukuk CISs managed by the Provider up to 70% of the Fund’s NAV in a single Shariah-compliant sukuk CIS.

Asset Allocation

The Provider will invest a minimum of 30% and a maximum of 70% of the Fund’s NAV in Shariah-compliant equities and/or equity-related securities; the remainder of the Fund’s NAV will be invested in sukuk, Islamic money market instruments and Islamic deposits with financial institutions.

    
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