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MY

Unit Trust ESG

ESG footprint: One step closer to a sustainable future


As Malaysians, we are witnessing the impacts of environmental challenges on our social development, highlighting the urgent need for sustainable practices that will pave the way for a resilient future for generations to come.

Source:

 

1Climate Risk Country Profile: Malaysia, 2021, The World Bank Group and the Asian Development Bank.

2The Edge, 2024, Floods the main environmental risk in Malaysia, says Zurich

3Business Times, 2024, Poverty after Retirement?

Curious about sustainability funds?
Here are the investment options available for you:

 

 

AHAM AIIMAN ESG INCOME PLUS FUND

                                                                                                                                                   I care about Shariah & ESG
What is the fund strategy? The Shariah-compliant investment strategy for local Sukuk focuses on long-term profit rates. It follows ESG principles by avoiding sectors that don’t meet these standards and uses ESG factors to make strong investment choices.
What does the fund invest into? • The Fund aims to pay out consistent income distribution by diversifying its investment across a multitude of quality Malaysian-issued Sukuk.
• As a Sustainable and Responsible Investment (“SRI”) strategy, the Fund includes ESG factors in the investment decision making process and portfolio construction process.

Click here to find out more about this fund.

PRINCIPAL GLOBAL SUSTAINABLE GROWTH FUND

                                                                                                                                                    I care about Long-Term Sustainability
What is the fund strategy?

The Fund offers investors the opportunity to invest in a selection of top global companies that are expected to grow sustainably over the long-term through ESG integration in accordance with the UNPRI.

“UNPRI” refers to “United Nations-sponsored Principles for Responsible Investment”

What does the fund invest into? This Fund is a qualified Sustainable and Responsible Investment (SRI) fund.
• The Fund will invest at least 96% of its net asset value (“NAV”) in the
Target Fund, where at least 70% of the Target Fund’s NAV will be invested
in investments which are aligned with environmental and/or social
characteristics.
• At least 50% of its NAV will be invested in sustainable investments at all times.
• The Target Fund generally aims to maintain a higher overall sustainability
score than the MSCI AC World (Net TR) Index.

Click here to find out more about this fund.

PRINCIPAL ASIA PACIFIC RENEWABLES FUND

                                                                                                                                               I care about Green Future with Renewables
What is the fund strategy? The Fund focuses on companies in the Asia Pacific ex-Japan region which are
beneficiaries of the fight against climate change, with bottom-up stock picking
in the universe of renewable energy (solar, wind, nuclear), alternative fuels,
energy-efficient technologies, energy infrastructure, pollution control, and
related areas such as the commodities required for the energy transition.
What does the fund invest into? This Fund is a qualified SRI fund.
• The Fund will invest at least 70% of its total assets in equity securities of renewable energy companies.
• The remaining 30% may be invested in the financial instruments of
companies and issuers in any sector of the economy, except companies
with more than 50% of assets in coal, crude oil production, and thermal
power generation.

Click here to find out more about this fund.

AHAM AIIMAN GLOBAL MULTI THEMATIC FUND^

                                                                                                                                                     I care about Better Future
What is the fund strategy? The Fund picks investments based on themes it believes will grow more than
what the market currently expects. It only invests in countries that meet its eligibility criteria.
What does the fund invest into? The Fund is a Shariah-compliant global equity strategy.
• It applies a Shariah lens to invest in quality and innovative companies
globally by focusing on three core megatrends: Innovative Transformation,
Environment & Sustainability, and Millennials & Lifestyle.

Click here to find out more about this fund.

^This Fund is not a Socially Responsible Investment (SRI)/Article 8 fund, but it employs Shariah screening and ESG integration into its investment process.

RHB GLOBAL ARTIFICIAL INTELLIGENCE FUND^^

                                                                                                                                                 I care about Sustainability in AI-companies
What is the fund strategy? The Fund aims to invest in artificial intelligence and follow the KPI Strategy (Relative). It wants to achieve a better sustainability score than its benchmark to reach its investment goals.
What does the fund invest into? The investment objective of the Target Fund is to provide long-term capital growth by investing in the global equity markets with a focus on the evolution of artificial intelligence in accordance with the Sustainability Key Performance Indicator Strategy (Relative) (“KPI Strategy (Relative)”).

Click here to find out more about this fund.

^^This fund invests in a target fund that promotes ESG characteristics in alignment with the EU Sustainable Finance Disclosure Regulation (SFDR).

Alternatively, visit your nearest CIMB Branch to enquire more.

DISCLAIMER

 

 

THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES. IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE. THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION. NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN. EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE. INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED OR PROTECTED BY CIMB BANK BERHAD / CIMB ISLAMIC BANK BERHAD (“CIMB”) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS / INFORMATION MEMORANDUM AND ITS SUPPLEMENTAL MASTER PROSPECTUS / INFORMATION MEMORANDUM FOR UNIT TRUSTS WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING. FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS / INFORMATION MEMORANDUM, VISIT US AT OUR NEAREST BRANCH. UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL. INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING. UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN. PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED. INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT. INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY. UNIT TRUSTS ARE NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA. INVESTORS SHOULD NOT MAKE PAYMENT IN CASH TO A UNIT TRUST CONSULTANT OR ISSUE A CHEQUE IN THE NAME OF A UNIT TRUST.

Terms and Conditions apply.


Unit Trust/Shariah-Compliant Unit Trust is not protected by PIDM.


This material has not been reviewed by the Securities Commission Malaysia (“SC”).

 

Member of PIDM