Personal Banking

Financial Planning / Unit Trust
  • Investment planning is the strategy that outlines your investment goals and the suitability of an investment instrument to achieve those goals. It is your guide in deciding where to invest.  The amount to be invested also depends on available cash or asset, experience of an investor, risk tolerance and financial goals of each investor.
  • Only the best Islamic Funds in the market
  • Selection of investment based on risk tolerance of investor
  • FREE advisory services by our Financial Advisor Executive
  • Unit trust is a collective investment which allows individual investors to combine their monies into a single fund, thus spreading the risks across different investment instruments or sectors.
  • Unit trust investors also benefit from professional fund managers and reduced transaction costs.
  • Unit trust investment objective: investment to generate income or growth through big and small firms and in different geographical areas.
  • Unit trust is one form of investment on shares of companies, properties, commodity or other instruments. 
  • The price of unit trust is dependent on the base price of each unit trust and the performance of the instrument selected by the investors like shares/unit trust or others.
  • Equity – investment in share market.
  • Bond – investment in the bond market issued by Government/Private Companies.
  • Cash – one large sum or intervals with a fixed amount.
  • KWSP – periodic based on age and KWSP's terms and conditions
1.     AMINVEST
 

1.       Ambon Islam

2.       AmIttikal             

3.       AmIslamic Growth

4.       AmIslamic Balanced

5.       AmOasis Global Islamic Equity

6.       AmAl-Amin

Master Prospectus 

https://www.aminvest.com/OurFunds/UnitTrustFundsPDF/Prospectus_DisclosureDocument/ MasterProspectus10Sept2017.pdf

 

Annual Report                  

https://www.aminvest.com/OurFunds/UnitTrustFundsPDF/AnnualReport/ARAmIslamicMaster.pdf

 

Semi Annual Report

https://www.aminvest.com/OurFunds/UnitTrustFundsPDF/SemiAnnualReport/AmMutualMasterIslamic.pdf

 

7.       Precious Metals Securities

Master Prospectus 

https://www.aminvest.com/OurFunds/UnitTrustFundsPDF/Prospectus_DisclosureDocument/ MasterProspectus10Sept2017.pdf

 

Annual Report                  

https://www.aminvest.com/OurFunds/UnitTrustFundsPDF/AnnualReport/PreciousMetalsSecurities.pdf

 

Semi Annual Report

https://www.aminvest.com/OurFunds/UnitTrustFundsPDF/SemiAnnualReport/PreciousMetalsSecurities.pdf

 
2.     PRINCIPAL ASSET MANAGEMENT BERHAD
 

Master Prospectus

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_Master_Prospectus_Islamic_Funds.pdf
 

1.       CIMB Islamic Asia Pacific Equity Fund

Annual Report                  

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_Principal_Islamic_Asia_Pacific_Dynamic_Equity_Fund_AR.pdf

 

Interim Report

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_CIMB_Islamic_Asia_Pacific_Equity_Fund_IR.pdf

 

2.       CIMB Islamic Balanced Fund

Annual Report                  

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_CIMB_Islamic_Balanced_Fund_AR.pdf

 

Interim Report

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_Principal_Islamic_Lifetime_Balanced_Fund_IR.pdf

 

3.       CIMB Islamic Dali Asia Pasific Equity Growth Fund

Annual Report

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_CIMB_Islamic_DALI_Asia_Pacific_Equity_Growth_Fund_AR.pdf

                 

Interim Report

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_Principal_DALI_Asia_Pacific_Equity_Growth_Fund_IR.pdf

 

4.       CIMB Islamic Dali Equity Growth Fund

Annual Report                  

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_CIMB_Islamic_DALI_Equity_Growth_Fund_AR.pdf

 

Interim Report

https://www.principal.com.my/sites/default/files/fund-documents/Malaysia%20Site/en_CIMB_Islamic_Dali_Equity_Growth_Fund_IR.pdf

 
3.     EASTSPRING INVESTMENT BERHAD
 

1.       Eastspring Dana Al-Ilham

Annual Report      

https://www.eastspring.com/mydocs/ar/rtf_e005_ar_en.pdf

 

Interim Report

https://www.eastspring.com/mydocs/ir/rtf_e005_ir_en.pdf

 

2.       Eastspring Dana Al-Islah

Annual Report      

https://www.eastspring.com/mydocs/ar/rtf_e006_ar_en.pdf

 

Interim Report

https://www.eastspring.com/mydocs/ir/rtf_e006_ir_en.pdf

 

4.       Eastspring Islamic Income Fund

Annual Report      

https://www.eastspring.com/mydocs/ar/rtf_e026_ar_en.pdf

 

Interim Report

https://www.eastspring.com/mydocs/ir/rtf_e026_ir_en.pdf

3.       Eastspring Dana Dinamik

Annual Report      

https://www.eastspring.com/mydocs/ar/rtf_e010_ar_en.pdf

 

Interim Report

https://www.eastspring.com/mydocs/ir/rtf_e010_ir_en.pdf

 
4.     MAYBANK ASSET MANAGEMENT
 

Master Prospectus

https://www.maybank-am.com.my/documents/191091/548177/Master+Prospectus+Shariah.pdf/9d5c4449-9a38-41ce-b29e-3c278a5c0cd6
 

1.       Maybank Malaysia Growth-i Fund

Annual Report      

https://www.maybank-am.com.my/documents/191091/568216/MMG-IF+%28FKA+MDY%29+Annual+30042020+FINAL.pdf/a9cff58e-4c48-4ddf-9905-1a0c44b39fba

 

Interim Report

https://www.maybank-am.com.my/documents/191091/543787/MAYBANK+DANA+YAKIN+-+INTERIM+31102019.pdf/6798194c-35a0-4e1a-99ea-564a1826445d

 

2.       Maybank Malaysia Balance-i Fund

Annual Report      

https://www.maybank-am.com.my/documents/191091/548533/MAYBANK+DANA+IKHLAS+-+AR.pdf/298eb9f4-04ae-4963-8cb3-dd42d4a720b0

 

Interim Report

https://www.maybank-am.com.my/documents/191091/533341/MDI+-+Interim+31052019.pdf/6014fa0f-4d49-4a1f-84c2-f623b2741df6

 

3.       Maybank Income-i Fund

Annual Report      

https://www.maybank-am.com.my/documents/191091/533341/MDA+-+Annual+31052019.pdf/d14e7a31-f7f0-48da-8720-4d48f76b1539

 

Interim Report

https://www.maybank-am.com.my/documents/191091/548533/MAYBANK+DANA+ARIF+-+INTERIM.pdf/e3c957a3-6a7a-4d0a-8c85-11474d0c028b

 
 
 
The published rates, fees and charges are effective from 1st April 2019 following the implementation of 6% SST from 1st September 2018. Terms & conditions apply.

For any enquiries, please visit the nearest branch or call our Contact Centre tele-Rakyat at 1-300-80-5454.
*Terms and conditions apply.