Invest Made Easy

Dana Makmur Pheim

Shane My
Publish date: Sun, 21 Feb 2016, 07:45 PM
Shane My
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Like many of us, we seek for financial security and ultimately financial freedom. This blog is intended to act as a journal of investment as I journey towards that dream. At the same time, I hope that the articles written here would also benefit many others who share the same vision as me.
Latest Research/Reports/Information
  • Coming soon

Fund Plus Points
  • 21 Feb 16 : Ranked 1st for 3 Yr and 5 Yr Annualised Return for Category Mix Asset (Balanced - Syariah) as of 31st Jan 2016
  • 21 Feb 16 : Ranked 2nd for 10 Yr Annualised Return for Category Mix Asset (Balanced - Syariah) as of 31st Jan 2016

Fund Information
Asset Class: Balanced
Fund Type: Income & Growth
Geography: Malaysia
Sector:
Inception Date: 28/01/2002
Inception Price: RM 1.000
Fund Currency: RM
Latest Fund Size (MIL): RM 13.1 @ Nov 30 2015
Online Tradeable: Yes

Fund Investment Strategy
Investment Objective :
DMP aims to provide its unit holders with steady income and some prospects for capital appreciation in the longer term. All investments will be made in accordance to Shariah requirements
Investment Policy :
Invest in a balanced portfolio of authorised Shariah - compliant equities and Islamic securities.

The Fund's Asset Allocation is
Shariah Compliant equities = Maximum 60%
Minimum 0%

Islamic Securities = Maximum 100%
Minimum 40%

Benchmark :
60% Kuala Lumpur Shariah Index and 40% Maybank 1-year GIA

Charges and Fees
List of charges and fees as listed below:

Fund Performance
Annual Returns
  • 2015 : +12.09%
  • 2014 : +  5.28%
  • 2013 : +26.48%
  • 2012 : +  5.88%
  • 2011 : +  1.70%
  • 2010 : +10.78%
  • 2009 : +35.07%

Awards & Credentials
Morningstar Fund Rating
  • 5 STAR as of 31 January 2016
Lipper Fund Awards
Morningstar Awards
  • None

Download Fund Factsheet/Annual Report/Interim Report


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Invest "AmIslamic Growth Fund" at only
1% Sales Charge through eUnittrust



Still not sure how to? 
Ask Invest Made Easy at shanesee03@gmail.com

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