Investment Objective

  • 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 capital protected fund.

Member profile

The Fund is suitable for Members who:

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


Performance Benchmark

60% FBM KLCI Index and 40% Maybank 12-month fixed deposit 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 equities and/or equity-related securities.

That part of the Fund’s NAV not invested in equities and/or equity-related securities will be invested in Sukuk and Islamic commercial papers.

Further, the Fund may invest up to 30% of the Fund’s NAV in foreign 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.

Asset Allocation

The proviser will invest a minimum of 30% and a maximum of 70% of the Fund’s NAV in equities and/or equity-related securities;

The remainder of the Fund’s NAV will be invested in fixed income instruments including but not limited to money market instruments and deposits with financial institutions.

Fund Fact Sheet
Product Highlights Sheet
Disclosure Document
Annual Report
Interim Report

Related Links
Fund Price
Fund Performance
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