Recommended Portfolio
 
Recommended Portfolios

There are a total 3 recommended portfolios for shariah-compliant investors. These portfolio recommendations are meant to serve as possible guidelines and do not take into account of the financial situation, time horizon, existing portfolio and risk profile of an individual investor. It is the investor's responsibility and discretion to decide if these funds and allocations are suitable for him or her. If in doubt, please seek professional advice, or kindly contact our client investment specialist team.

For investors who are looking at the conventional portfolio, they can refer to our Managed Portfolio's monthly factsheet.

Fundsupermart account holders who wish to mirror this 'Moderately Aggressive (Islamic)' portfolio allocation and be alerted to changes that are made to it, can register  
To find out which portfolio is more suitable, you may conduct the investor risk profiling questionnaire.

Moderately Aggressive (Islamic)

Portfolio Initial Investment RM 10,000.00
Profit and Loss Since Inception 15.11%
Fund Name Initial Allocation Current Allocation Market Value
Fixed Income
AMB Dana Arif Class A-MYR 10.0%15.0%RM 1,723.59
Pacific Dana Murni10.0%5.2%RM 597.74
Equity
Aberdeen Islamic World Equity Fund - Class A 22.0%23.8%RM 2,734.30
CIMB Islamic Asia Pacific Equity Fund - MYR 20.0%21.3%RM 2,448.98
Eastspring Investments Dana Al-Ilham 18.0%18.4%RM 2,123.27
Eastspring Investments Dinasti Equity Fund8.0%10.6%RM 1,218.05
Pheim Asia Ex-Japan Islamic Fund 12.0%5.8%RM 665.23
Total 100% 100% RM 11,511.17

The above figures do not take into account of sales charge, and are cumulative with dividends reinvested.

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Portfolio Objective
This higher risk portfolio aims to achieve long term capital appreciation by investing 30% into fixed income and 70% into equities. The portfolio allows up to +/-20% adjustment to the asset allocation under different market environments.

Suitable For:

This portfolio is suitable for aggressive investors who are able to handle risk and who understand the fluctuations in markets. Also suitable for investors who have a long-term horizon and who can bear temporary market setbacks. Specific examples include singles with no near term commitments and couples saving for long term retirement.

Portfolio Strategy
The portfolio could be invested into global equity, regional, single country and sector funds.

Ongoing strategy

We would rebalance the portfolio when the asset allocation within equities and bonds move significantly away from our initial target allocation.

Start with RM10,000

New investors should focus on the percentage allocation to various funds within the portfolio rather than the absolute sums invested. In fact, by following the target allocation in the portfolio factsheets, investor can start with as little as RM10,000.

Actions Performed on this Portfolio
Action Date
Portfolio Update for November 2017 [Click here for details] December 7, 2017
Portfolio Update for October 2017 [Click here for details] November 13, 2017
Portfolio Update for September 2017 [Click here for details] October 3, 2017
Portfolio Update for August 2017 [Click here for details] September 8, 2017
Portfolio Update for July 2017 [Click here for details] August 15, 2017
Portfolio Update for June 2017 [Click here for details] July 11, 2017
Portfolio Update for May 2017 [Click here for details] June 9, 2017
Portfolio Update for April 2017 [Click here for details] May 11, 2017
Portfolio Update for March 2017 [Click here for details] April 12, 2017
Portfolio Update for February 2017 [Click here for details] March 8, 2017
Portfolio Update for January 2017 [Click here for details] February 13, 2017
Portfolio Update For December 2016 [Click here for details] January 5, 2017
Portfolio Update for End November 2016 [Click here for details] December 7, 2016
Portfolio Update for End October 2016 [Click here for details] November 7, 2016
Portfolio Update for End September 2016 [Click here for details] October 10, 2016
Portfolio Update for End August 2016 [Click here for details] October 6, 2016
Portfolio Update for End July 2016 [Click here for details] August 2, 2016
Portfolio Update for End June 2016 [Click here for details] July 1, 2016
Portfolio Update For End May 2016 [Click here for details] June 8, 2016
Portfolio Update for End April 2016 [Click here for details] May 4, 2016
Portfolio Update for End March 2016 [Click here for details] April 8, 2016
Portfolio Update for End February 2016 [Click here for details] March 3, 2016
Portfolio Update for End January 2016 [Click here for details] February 16, 2016
Portfolio Update for End December 2015 [Click here for details] January 21, 2016
Portfolio Update for End November 2015 [Click here for details] December 21, 2015
Portfolio Update for End October 2015 [Click here for details] December 21, 2015
Portfolio Update for End September 2015 [Click here for details] December 21, 2015
Portfolio Update for End August 2015 [Click here for details] September 1, 2015
Portfolio Update for End July 2015 [Click here for details] September 1, 2015
Portfolio Update for End June 2015 [Click here for details] September 1, 2015
Portfolio Update for End May 2015 [Click here for details] June 2, 2015
Portfolio Update for End April 2015 [Click here for details] May 5, 2015
Portfolio Update for End March 2015 [Click here for details] April 15, 2015
Portfolio Update for End February 2015 [Click here for details] March 9, 2015
Portfolio Update for End January 2015 [Click here for details] February 9, 2015
Portfolio Update for End December 2014 [Click here for details] January 5, 2015
Portfolio Update for End November 2014 [Click here for details] December 9, 2014
Portfolio Update for End October 2014 [Click here for details] November 11, 2014
Portfolio Update for End September 2014 [Click here for details] October 9, 2014
Portfolio Update for End August 2014 [Click here for details] September 5, 2014
Portfolio Update for End July 2014 [Click here for details] August 7, 2014
Portfolio Initiated [Click here for details] July 16, 2014