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Start your wealth journey with our recommended funds

Our recommended funds are generally diversified in terms of countries and sector exposures, hence the risk is better spread out for more consistent performance as it is devoted to provide consistent returns. 

Asset Class

Name

Fund Risk Category

Fixed Income

Principal Islamic Lifetime Sukuk

Defensive

Global Equity

abrdn Standard Islamic World Equity Fund

Growth

Local Equity

Principal Islamic Lifetime Balanced

Balanced

Regional Equity

Principal Islamic Asia Pacific Dynamic Equity

Growth

Alternative

Affin Hwang Shariah Gold Tracker MYR

Aggressive

Selection of Shariah Compliant Unit Trust funds are based on both quantitative (e.g performance consistency, risk adjusted return) and qualitative (e.g interview with fund managers) measures.

What is your risk appetite? 

 

Discover your risk appetite today, to bring you a step closer in achieving your investment goals. 

 

 

Watch this video to understand your investment risk profile.

Shariah compliant unit trust risk profile

Easy steps to start investing in Shariah Compliant Unit Trust via CIMB Clicks!

Alternatively you can download the detailed steps to begin your Unit Trust investment via CIMB Clicks now.

 

 

New to CIMB Islamic Bank? Apply for a CIMB Savings Account-i here.

 

 

 

Existing CIMB Islamic Bank customer & have not registered at CIMB Clicks yet? 

 

Important Notes

For more information, please consult a Relationship Manager / Sales Personnel at your nearest branch to access the latest disclosure documents.

The Unit Trust Funds (UTF) offering on Clicks is not exhaustive. For the complete UTF list, customer may reach out to Relationship Manager or Branch for details

 

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.

Unit Trust is not protected by PIDM. 

 

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

 

Member of PIDM.