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BIMB i Growth

 

 
   

Fund Manager BIMB Investment Management Berhad
Fund Category/ Type Equity/ Aggressive Growth
Trustee Maybank Trustees Berhad
Investment Objective To provide a medium and long term return through capital appreciation and income distribution.

Note:
The capital appreciation is the primary objective while income distribution is the secondary objective of the Fund.

Any material change to the investment objective of the Fund would require Unit Holders’ approval.
Investment Policies & Strategy To meet the investment objective, the Fund will mainly focus on the equity investment (up to 98% of the Fund’s NAV) which will comprise a diversified portfolio of blue chip, high growth and dividend paying companies that are listed on BURSA Malaysia.
Asset Allocation
  • Equity : 70% - 98%;
  • Sukuk & cash: 2% - 30%.

The Manager may, in response to adverse market, economic, political and any other conditions, adopt a temporary defensive strategy by maintaining higher liquid asset/cash portions. When this happens, the asset allocation of the Fund will be altered accordingly.
 

Investor Profile Suitable for investors who:
  • Seek capital appreciation over the medium to long term period.
  • Have high risk tolerance.
  • Have long term investment horizon.
Date Launched 30 June 1994
Financial Year End 30 June
Investor Risk Profile High
Distribution Policy As income distribution is the secondary objective of the Fund, distribution of income (if any) is incidental.
Minimum Initial Investment RM500
Minimum Additional Investment RM100
Investment Options Lump Sum / Regular Savings
Cooling-off Period A Cooling-off period of six (6) Business Days from the date the Manager received the investment is accorded to an investor who is investing with BIMB Invest for the first time. During the Cooling-off Period, the investor, upon changing his mind about the unit trust investment that he has made, may proceed to exercise his Cooling-off Right by submitting a cooling-off request to BIMB Invest, at the nearest Bank Islam branches or from our authorized IUTAs/ UTCs.
Minimum Holdings 100 units
Fees
Sales Charge The sales charge are as follows:-
a. Direct investment with Manager

Up to 5% of the NAV per Unit

b. Via authorised UTCs
c. Via IUTA
Repurchase Charge Nil
Transfer Fee RM3 per transfer
Switching Charge
a. 1st Time

Nil

b. 2nd Time onwards RM25 per transaction (switching fee is exempted for investors having a total investment with BIMB Invest of RM100,000 and above)
Annual Management Fee 1.5% of the NAV of the Fund per annum.
Annual Trustee Fee 0.06% of the NAV of the Fund per annum, subject to a minimum fee of RM 18,000.

For more details, please visit our nearest Bank Islam branches or call our Call Centre at 03-26 900 900.

INVESTORS ARE ADVICE TO READ AND UNDERSTAND THE CONTENT OF THE MASTER PROSPECTUS THAT IS AVAILABLE AT BANK ISLAM BRANCHES. IF IN DOUBT, PLEASE CONSULT A PROFESSIONAL ADVISER.

 
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