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Fund Information
High Risk
Medium Risk
Low Risk
Cash/Money
Market
100% Shariah-compliant equities and equity related securities.
Fund objective
Achieve long term capital appreciation through investment in an international portfolio of Shariah-compliant equities and equity related securities.
Investor’s risk profile : HIGH
Equity
Maximum 100%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money Market
100% Shariah-compliant equities and equity related securities.
Fund objective
Achieve medium to long term capital appreciation through investments primarily in Asia Pacific ex Japan region.
Investor’s risk profile : HIGH
Equity
Maximum 98% Asia Pacific (ex Japan) equities
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money Market
Minimum of 50% up to a maximum of 98% in collective investment schemes with exposures in US, Europe and Japan; and up to 50% in Malaysian securities
Fund objective
Maximise long-term capital growth through global equities exposure.
Investor’s risk profile : HIGH
Equity
Minimum of 50% up to a maximum of 98% in collective investment schemes with exposure in US, Europe and Japan; and up to 50% in Malaysian securities
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money Market
98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Fund objective
Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Investor’s risk profile : HIGH
Equity
Maximum 98%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money Market
98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Fund objective
Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Investor’s risk profile : HIGH
Equity
Maximum 98%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money Market
98% Malaysian shares
Fund objective
Maximise capital growth over the medium to long term through the stock market.
Investor’s risk profile : HIGH
Equity
Maximum 98% listed Malaysian shares
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money Market
98% Asian (ex Japan) equities and/or fixed income securities.
Fund objective
Provide stable income through dividend yielding stocks and fixed income securities.
Investor’s risk profile : HIGH
Equity
Maximum 98% Asian (ex Japan) equities and/or fixed income securities.
Cash/Money market
Minimum 2% of fund's NAV
Investment horizon
5-10 years
Maximum 5%
Cash/Money Market
Minimum 95% Equity Fund
Fund objective
To provide capital appreciation through investments in one collective investment scheme that invests primarily in a diversified portfolio of technology related companies.
Investor’s risk profile : HIGH
Equity
Minimum 95%
Cash/Money market
Maximum 5%
Investment horizon
5-10 years
Maximum 15%
Cash/Money Market
Minimum 85% Equity Fund
Fund objective
Achieve long-term capital growth through investment in a relatively concentrated, actively managed portfolio of global equity securities issued by companies with a high overall positive impact on society.
Investor’s risk profile : HIGH
Equity
Minimum 85%
Cash/Money market
Maximum 15%
Investment horizon
5-10 years
25%
Sun Life Malaysia
Conservative
75% Sun Life Malaysia Growth
Fund objective
Provide a mix of exposure into equities and bonds, with higher allocation in equities.
Investor’s risk profile : HIGH
Equity
75%
Fixed income
25%
Investment horizon
5-10 years
Maximum 15%
Cash/Money Market
Minimum 85% Equity Fund
Fund objective
To provide capital appreciation and regular income over the medium to long term period through investments in a collective investment scheme that invests globally.
Investor’s risk profile : HIGH
Equity
Minimum 85%
Cash/Money market
Maximum 15%
Investment horizon
5-10 years
50%
Sun Life Malaysia
Conservative
50% Sun Life Malaysia Growth
Fund objective
Provide a balance of exposure into equities and bonds.
Investor’s risk profile : MEDIUM
Equity
50%
Fixed income
50%
Investment horizon
5-10 years
75%
Sun Life Malaysia
Conservative
25% Sun Life Malaysia Growth
Fund objective
Provide a mix of exposure into equities and bonds, with higher allocation in bonds.
Investor’s risk profile : LOW
Equity
25%
Fixed income
75%
Investment horizon
5-10 years
2%
Cash/Money market
98% Malaysian Bonds
Fund objective
Achieve medium to long term capital appreciation through investments primarily in Malaysian bonds.
Investor’s risk profile : LOW
Fixed income
Maximum 98% Malaysian bonds
Cash/Money market
Balance of fund
Investment horizon
5-10 years
100%
Bonds
Fund objective
Provide a steady income stream over the medium to long-term period through investments primarily in bonds and other fixed income securities.
Investor’s risk profile : LOW
Fixed income
Minimum 70% up to a maximum of 100% bonds
Cash/Money market
Balance of fund
Investment horizon
5-10 years
High Risk
Medium Risk
Low Risk
Cash/Money
Market
100% Shariah-compliant equities and equity related securities.
Fund objective
Achieve long term capital appreciation through investment in an international portfolio of Shariah-compliant equities and equity related securities.
Investor’s risk profile : HIGH
Equity
Maximum 100%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money
Market
98% Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Fund objective
Achieve long term capital appreciation and income through Shariah-compliant investment in the emerging and developed markets of Asia Pacific ex Japan region.
Investor’s risk profile : HIGH
Equity
Maximum 98%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
2%
Cash/Money
Market
98% Shariah-compliant equities.
Fund objective
To provide capital growth over medium to long-term mainly through various growth-oriented Shariah-compliant equities.
Investor’s risk profile : HIGH
Equity
Maximum 98%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
60%
Cash/Money
Market
40% Shariah-compliant equities.
Fund objective
Provide regular income stream through Shariah-compliant investments
Investor’s risk profile : MEDIUM
Equity
Maximum 40%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
Fund objective
Provide income and capital appreciation over the medium to long-term by investing in Shariah-compliant equities and Sukuk globally.
Investor’s risk profile : Medium
Asset allocation
40% to 60% Shariah-compliant equities
40% to 60% Sukuk, Islamic money market instruments or placement of Islamic Deposit with financial institutions;
Up to 20% Unrated Sukuk
Investment horizon
5-10 years
Maximum 30%
Cash/Money
Market
Minimum 70% Shariah-compliant equities and Shariah-compliant equity-related securities
Fund objective
Achieve long-term capital growth.
Investor’s risk profile : MEDIUM
Equity
Minimum 70%
Cash/Money market
Maximum 30%
Investment horizon
5-10 years
Fund objective
Provide capital growth through investments in one Islamic collective investment scheme, which invests in a diversified portfolio of global assets.
Investor’s risk profile : MEDIUM
Asset Allocation
At least 85% in master fund; up to 15% in Islamic Liquid Assets.
Investment horizon
Medium to long term
20%
Cash/Money Market
80% Fixed income securities
Fund objective
To provide returns mainly through Malaysian Shariah-compliant bonds and other Shariah-compliant fixed income securities.
Investor’s risk profile : LOW
Fixed income
Minimum 80%
Cash/Money market
Balance of fund
Investment horizon
5-10 years
Fund objective
Provide investors with liquidity and regular income, whilst maintaining capital stability by investing primarily in deposits that comply with the Shariah principles.
Investor’s risk profile : LOW
Asset Allocation
At least 95% in Islamic Deposits; up to 5% in Cash.
Investment horizon
Short term