To achieve reasonable returns in both income and capital growth over a medium to long term period by investing in a wide portfolio of authorised securities and other investments which complies with Shariah principles.
Islamic Balanced EPF-MIS
11 November 2001
This Fund is suitable for you if you:-
seek a portfolio of investments that complies with Shariah requirements;
are willing to accept moderate risk.
The Fund seeks to maximise total returns by providing a combination of income, if any, and capital appreciation, if any, by investing in Shariah-compliant equities, Shariah-compliant equity linked instruments, Sukuk and Islamic money market instruments.
The Manager may invest in Shariah-compliant collective investment schemes that hold similar investment objectives to the Fund’s investment objective.
To meet its objective, the Fund will also look at investing into Shariah-compliant equity linked instruments such as rights and Shariah-compliant warrants, as well as unlisted securities. The Fund may invest up to 20% of its NAV in countries where the regulatory authorities are the ordinary or associate members of the International Organisation of Securities Commission (IOSCO).