Saturday, May 3, 2008
Latest top 10 ranking (Equity Malaysia) base 1 year total return (%) 30/03/07 - 31/03/08...
1) CIMB Islamic DALI Equity Growth - 16.02%
2) CIMB Islamic Equity - 14.58%
3) CIMB Islamic DALI Equity - 14.53%
4) ING Equity Islam - 11.89%
5) CIMB Islamic Enhanced Index - 11.61%
6) Alliance Dana Adib - 10.78%
7) MAAKL Al-Faid - 10.22%
8) RHB Islamic Growth - 10.11%
9) Public Islamic Equity - 10.09%
10) Public Islamic Dividen - 9.09%
10 Dana Unit Amanah Islamic Terbaik (3 years)
Latest top 10 ranking (Equity Malaysia) base 3 years total return (%) 31/03/05 - 31/03/08...
1) CMS Islamic - 82.52%
2) CIMB Islamic DALI Equity - 71.12% ***
3) ING Equity Islam - 68.92% ***
4) CIMB Islamic Equity - 64.91% ***
5) MAAKL Al-Faid - 63.27% ***
6) MAAKL Syariah Index - 62.40%
7) CIMB Islamic DALI Equity Growth - 59.84
8) Alliance Dana Adib - 59.42% ***
9) Public Ittikal - 56.77%
10) Public Islamic Equity - 56.70% ***
***Not available for 5 years return.
Source from Personal Money issue #81 (May 2008)
Monday, April 28, 2008
Malaysia Islamic Equities: Three-Year Performance
In addition, Principal Global Investor also won an award for the Global Equities Category: Five Year Risk-Adjusted Performance.
Tuesday, April 22, 2008
Announcement of New Fund
Introducing the brand new Fund which capitalizes on commodities, CIMB Islamic Commodities Structured Fund 1 & CIMB Islamic Commodities Structured Fund 2.
CIMB Islamic Commodities Structured Fund 1 was close-ended fund which would invest at least 95 percent of its net asset value (NAV) in a three-year Islamic Dynamic Best of Commodity Structured Product to be issued by CIMB Investment Bank and up to five percent of its NAV in liquid assets.
CIMB Islamic Commodities Structured Fund 2 is similar in structure, but invests in a five-year Islamic Dynamic Best of Commodity Structured Product making it ideal for investors who desire stable investment returns via potential annual distributions over the fund's tenure.
Minimum initial investment amount is RM10,000. The Offer Period for these Funds is until 4 June 2008 (45 days after the launch date).
The initial offer price per unit plus application fee is 50 sen and the approved fund size is 600 million units for each fund.
Wednesday, February 20, 2008
ANNOUNCEMENT OF NEW FUND
We are pleased to announce to you the new fund – CIMB Islamic DALI Equity Theme Fund, which will be launched on 28 February 2008. The Initial Offer Period (IOP) for this fund is until 19 March 2008.The Fund aims to provide investors with medium to long term capital appreciation through investments in securities of Malaysian companies that will benefit from prevailing investment themes and that conform with Shariah principles.
Please take note that CIMB Islamic DALI Equity Theme Fund is open for CASH & KWSP investment.
Asalnya nak launch 18hb, tapi lewat sikit dapat approval...so jangan lepaskan peluang ini untuk maximumkan return KWSP anda ketika hari tua....
Wednesday, February 13, 2008
Dividen LTAT 16 peratus
KUALA LUMPUR 13 Feb. - Datuk Seri Najib Tun Razak hari ini mengumumkan dividen Lembaga Tabung Angkatan Tentera (LTAT) sebanyak 16 peratus, iaitu yang tertinggi sejak 10 tahun lalu.
Menurut Timbalan Perdana Menteri, sebanyak 120,000 pencarum akan menikmati dividen bagi tahun 2007 itu yang melibatkan pembayaran RM552.2 juta.
Dividen LTAT bagi 2006 ialah sebanyak 15 peratus.
p/s : Dividen LTAT boleh lebih dari 15%...tapi ASB kurang dari 10%...??? Why...??? Kenapa...??? Mengapa...???
Wednesday, February 6, 2008
Tabung Haji umum Dividen 2007
Dividen tujuh peratus -- * Tertinggi sejak 2001 * Bayaran terbesar Tabung Haji
PUTRAJAYA 5 Feb. – Tabung Haji hari ini mengumumkan pemberian dividen sebanyak tujuh peratus kepada kira-kira 4.2 juta pendeposit aktifnya bagi tahun 2007, iaitu dividen yang tertinggi sejak tujuh tahun lalu.
Menteri di Jabatan Perdana Menteri (JPM), Datuk Dr. Abdullah Md. Zin berkata, kadar dividen itu meliputi lima peratus dividen tahunan dan dua peratus lagi dividen khas yang pertama kali diberikan kepada pendeposit Tabung Haji.
Menurutnya, kadar dividen tujuh peratus itu membabitkan pembayaran keseluruhan sebanyak RM1.05 bilion kepada pendeposit Tabung Haji iaitu pembayaran terbesar sejak penubuhan Tabung Haji pada 1963.
Katanya, pembayaran dividen itu akan dikreditkan ke dalam akaun pendeposit pada 10 Februari ini.
‘‘Sejak lima tahun lalu, Tabung Haji telah dapat memberikan dividen kepada para pendepositnya dengan kadar yang amat kompetitif dan munasabah berbanding pelaburan dalam sektor perbankan Islam,’’ kata Abdullah pada sidang akhbar mengumumkan kadar dividen tersebut di sini.
Monday, February 4, 2008
Latest Islamic Fund Ranking Year 2007
Latest top 10 ranking (Equity Malaysia) base 1 year total return (%) 29/11/06 - 31/12/07...
1) CMS Islamic - 78.97%
2) ING Equity Islam - 61.01%
3) CIMB Islamic Equity Aggressive - 51.65%
4) CIMB Islamic DALI Equity - 50.11%
5) CIMB Islamic DALI Equity Growth - 49.52%
6) CIMB Islamic Equity - 48.59%
7) RHB Islamic Growth - 48.12%
8) Alliance Dana Adib - 44.07%
9) PB Islamic Equity - 46.58%
10 PRUdana al-ilham - 46.14%
10 Dana Unit Amanah Islamic Terbaik (3 years)
Latest top 10 ranking (Equity Malaysia) base 3 years total return (%) 31/12/04 - 31/12/07...
1) CMS Islamic - 123.64%
2) ING Equity Islam - 97.16% ***
3) CIMB Islamic DALI Equity - 86.81% ***
4) MAAKL Al-Faid - 83.41% ***
5) Public Ittikal - 81.65%
6) CIMB Islamic Equity - 80.31% ***
7) MAAKL Syariah Index - 79.89%
8) Public Islamic Equity - 77.48% ***
9) Kenanga Syariah Growth - 75.28%
10) Alliance Dana Adib - 74.66% ***
***Not available for 5 years return.
Source by Personal Money issue #78 (February 2008)
Friday, February 1, 2008
New : CIMB Islamic DALI Equity Theme Fund
CIMB Islamic DALI Equity Theme Fund (Local)
Fund benefits
- Identifies future emerging investment theme
- Invest in stocks in the most promising sectors based on sustainable investment themes
- Take advantage of investment themes early on to capitalise on its opportunities
- Invest in Malaysian companies benefiting from global & domestic investment themes
- Shariah compliant - Investments in an ethical way, approved by experienced Shariah advisors
- Eligible for EPF Members Investment Scheme
- No foreign exchange rate risk - Pure domestic play
Investment Strategy
- Up to 98% of NAV in Shariah-compliant Malaysian equity securities
- At least 2% of NAV in Shariah-compliant liquid assets
Sector outlook on key investment themes
- Oil & Gas
- Plantation
- Retail
- Construction
Annual Management Fee Up to 1.50%
Trustee Fee 0.08%*
Application Fee Up to 6.5%
Application Fee (EPF)Up to 3%
Withdrawal Fee Up to 1.0%**
*subject to minimum of RM18,000 p.a.
**chargeable within 3 months from the commencement date
Lagi satu new fund CIMB Principal MENA Equity Fund...invest kat Middle East and North Africa Region (Oil)...memandangkan conventional...maka tak payah ler cite banyak-banyak...
Saturday, January 26, 2008
EPF to start ’em young on investments
This is under the EPF's new “Beyond Savings” scheme where members can withdraw a portion of their savings from their Account One that is in excess of a “basic savings,” which varies according to age.
This basic amount increases according to the age of the contributor and would ensure that he had at least RM120,000 by age 55, said EPF organisational development division head Hizwani Hassan.
Under the new scheme, contributors can withdraw at least RM1,000 and up to 20% of the excess amount once every three months.
For example, the basic savings amount for a contributor aged 25 is RM9,000 while a person aged 35 must have at least RM29,000 before he can make a withdrawal.
Currently, members can invest 20% of the excess of RM55,000 in Account 1. This scheme will be scrapped on Feb 1.
“The amount of savings put aside in Account 1 progressively at various pre-determined age levels is to enable members to accumulate the minimum savings that will enable them to reap RM500 a month for 20 years (after retirement),” said Hizwani.
For an employee to achieve the RM120,000 basic savings, it is estimated that an 18-year-old, at current contribution rates, will have to earn at least RM444 a month with a 3% yearly increment and at 4% annual EPF dividend, he said.
By Feb 1, 1.76 million contributors will be eligible to invest RM23bil from Account 1, compared to 850,000 people who are eligible to invest RM96bil currently.
Meanwhile, from Feb 1, about 150,000 employees aged between 55 and 75 will have to make mandatory EPF contributions.
EPF deputy CEO Ibrahim Taib said that the new ruling was introduced in view of Malaysians living longer and to encourage those above 55 to continue working.
Under the scheme, employees will contribute 5.5% and employers 6%, he said at the EPF headquarters here yesterday, adding that employees can also opt to contribute more.
Currently, contributions from those aged 55 and above are voluntary, and the amount is agreed upon between employers and employees.
Those who fail to contribute will be liable to three years' jail and can be fined up to RM10,000 or both under the EPF Act, Ibrahim said.
For non-citizens aged 55 to 75 who chose to contribute after Aug 1, 1998, the rate is 5.5%, while employers pay RM5 a month.
As of Dec 31 last year, there were 5.57 million EPF contributors and 144,467 were between 55 and 75 years old, said Ibrahim.
Tuesday, January 22, 2008
KWSP Isytihar Dividen 5.8 Peratus Bagi 2007
Katanya, dividen lebih tinggi itu dibantu oleh pasaran saham yang lebih kukuh dan juga kecekapan KWSP dalam mengurus dananya yang berkembang.
"Ia adalah peningkatan yang besar. Pasaran saham baik dan KWSP berkesan dan cekap dalam mengurus dana yang besar dan berkembang," kata Nor Mohamed kepada pemberita selepas melawat ibu pejabat KWSP di sini.
"Kita mampu mengisytiharkan dividen yang semakin tinggi sepanjang beberapa tahun. Saya anggapnya sebagai pulangan yang menarik pada 5.8 peratus," katanya.
KWSP ialah dana keenam terbesar di Asia dengan jumlah peruntukan aset sebanyak RM312 bilion.
-- BERNAMA
