CIMB-Principal terima pengiktirafan

22 Februari 2012 

CIMB-Principal Asset Management Bhd terima pengiktirafan

CIMB-Principal Asset Management Bhd (CIMB-Principal) mengukuhkan lagi kedudukannya sebagai penyedia dana terulung, apabila menerima Anugerah Kumpulan Dana Terbaik Keseluruhan di The Edge-Lipper Malaysia Fun Award 2012, baru-baru ini.

Ketua Pegawai Eksekutif­nya, Campbell Tupling berkata, pihaknya berbesar hati dengan anugerah yang diterima kerana ia bukan sahaja sebuah pengiktirafan, tetapi mengesahkan prestasi konsisten dana CIMB-Principalnya.

“Selari visi untuk menjadi pengurus pelaburan paling baik di Asean dalam menawarkan penyelesaian pengurusan aset keseluruhan, kami akan terus membangunkan produk dan kepakaran serta mengukuhkan pertumbuhan institusi perniagaan runcit bukan sahaja di empat pasaran utama malah merentasi Asean,” katanya dalam satu kenyataan.

Sehingga kini, CIMB-Principal menjalankan perniagaan di Malaysia, Indonesia, Singapura dan Thailand de­ngan kehadiran kukuh bagi memenuhi permintaan pasaran yang semakin meningkat.

Sumber: Sinarharian

CIMB-Principal Wins Best Overall Fund Group Award

20 February 2012
Kuala Lumpur: CIMB-Principal Asset Management Berhad (“CIMB-Principal”) today won the Best Overall Fund Group Award at the prestigious industry wide event, The Edge-Lipper Malaysia Fund Award 2012, thanks to the consistent out-performance of its funds. This win cements CIMB-Principal’s position as the premier fund provider.    “We are proud to be accorded this award that recognises, as well as validates our funds’ consistent performance. We, at CIMB-Principal are focused on harnessing top-billing performance to provide utmost value to our investors, supported by good portfolio risk management practices and continuous diligent risk oversight by our Investment Committee,” said Campbell Tupling, Chief Executive Officer, CIMB-Principal at the awards ceremony.     CIMB-Principal Asset Management Bhd won the Best Overall Fund Group award at The Edge-Lipper Malaysia. Elaborating on the company’s strategic plans for Malaysia and its regional franchise, Tupling said, “In line with our vision to be ASEAN’s most valued investment manager offering total asset management solutions, we will continue to develop products and expertise as a regional house, strengthening our retail and institutional business growth not just in our four core markets, but across ASEAN.” CIMB-Principal currently has presence in Malaysia, Indonesia, Singapore and Thailand, with strong on-ground presence to meet individual markets’ rising demand and maturity.  In addition to the Best Overall Fund Group Award, CIMB-Principal also swept additional awards at the ceremony. The awards are as below:  Fund Category  CIMB-Principal Equity Fund Equity Malaysia, 3 years  CIMB-Principal Equity Fund Equity Malaysia, 10 years  CIMB Islamic Equity Fund Equity Asia Pacific Ex-Japan, 3 years  CIMB Islamic Equity Fund Equity Asia Pacific Ex-Japan (Islamic), 3 years  CIMB Islamic Balanced Growth Fund Mixed Asset MYR Balance – Malaysia (Islamic), 3 years  CIMB Islamic Balanced Fund Mixed Asset MYR Balance – Malaysia (Islamic), 10 years For more information on Lipper Awards please visit: http://excellence.thomsonreuters.com/awards/lipper As of 31 December 2011, CIMB-Principal’s total assets under management (AUM) stood at RM28.3 billion. It has a total of 54 unit trust funds (21 are Shariah-compliant), 6 wholesale funds and 2 Exchange-Traded Funds (ETFs). CIMB-Principal is also one of the largest institutional money managers in Malaysia.

How to calculate EPF eligibility

CIMB-Principal Asset Management Berhad being an institution under the EPF Members' Investment Scheme enables you to invest part of your EPF Savings into its full range of unit trust funds.

Under this scheme, members can invest not more than 20% of their credit in excess of Basic Savings in Account 1. The minimum amount of savings that can be withdrawn is RM 1,000 and can be made at intervals of three months from the date of the last transfer, subject to the availability of the Basic Savings required in Account 1.

 

You may visit this link for self checked. EPF-MIS Calculator

 

Any enquiries or information regarding Unit Trust, you may call/sms REHAN 0122450405 and book your appointment. 

Statistik pelaburan unit amanah

Statistik pelaburan unit amanah

Statistik tekini pelaburan unit amanah iaitu dari tahun 2011 hingga 2012 menunjukkan kenaikan dari Jan 2011 hingga Nov 2012. Nilai purata dana meningkat dari 10 Billion kepada 24 Billion dimana kenaikan meningkat sebanyak 42%. Jumlah NAV (Total Net Asset Value) bagi Dana Islamik meningkat sebanyak 24.140 Billion kepada 34.010 Billion dengan kenaikan melebihi 10 BILLION.

Pertambahan NAV menunujukkan kesedaran orang ramai tentang pelaburan Dana Islamik yang menjadi pelaburan alternatif menggantikan pelaburan konvensional atau pelaburan sedia ada yang mungkin bercampur campur antara halal dan haram. Malah, dengan pertambahan ini masyarakat sedar akan kepentingan dana Islamik serta dividen yang diperolehi. Dividen unit amanah yang kompetetif dan memberi pulangan yang tinggi turut menjadi salah satu faktor, mengapa pelaburan unit amanah menjadi pilihan pelaburan bijak bagi pelabur-pelabur Malaysia. 

Islamic Funds

Dana Islamik (Islamic Fund)
>
>Equity

1. Local

CIMB Islamic DALI Equity Growth Fund
(formerly known as SBB Dana Al-Ihsan)

CIMB Islamic Enhanced Index Fund
(formerly known as SBB Dana Al-Hikmah)

CIMB Islamic Micro Cap Fund
(formerly known as SBB Dana Al-Faiz)

CIMB Islamic Small Cap Fund
(formerly known as SBB Dana Al-Azam) 

2. Hybrid
 
CIMB Islamic DALI Equity Fund
(formerly known as SBB Dana Al-Ihsan 2)

CIMB Islamic Equity Fund
(formerly known as SBB Dana Al-Ikhlas)

Fixed Income 

CIMB Islamic Sukuk Fund
(formerly known as SBB Dana Al-Hafiz)

Mixed Asset 

1. Local
 
CIMB Islamic Balanced Income Fund
(formerly known as SBB Dana Al-I'tidal) 

2. Hybrid 

CIMB Islamic Balanced Fund
(formerly known as SBB Dana Al-Mizan)

.