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Public Islamic Global Balanced

Latest Price NAV

USD
0.06
as of
12/Sep/23

Objective

The fund aims to achieve capital growth over the long term through a balanced asset allocation approach. The fund will invest 40% to 60% of its NAV in Shariah-compliant shares or Shariah-compliant securities equivalent to shares; and 40% to 60% of its NAV in Sukuk, Islamic money market instruments and Islamic deposits. Up to 98% of NAV will be invested in Shariah-compliant foreign assets.

Key Facts

Launch Date :
3/Dec/19
Asset Type :
Base Currency :
Total Net Asset (USD M) :
10.99
Benchmark :
Index is not available on Lipper Database
Dividend Type :
Income
Income Distribution :
Paid
Total Expense Ratio % :
1.57
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-1.39

5 Yrs Performance

N.A

10 Yrs Performance

N.A

Top Holdings

1.
Intel Corporation
2.
Stmicroelectronics N.V.
3.
Alphabet Incorporated - Class A
4.
Apple Incorporated
5.
Microsoft Corporation

Portfolio Composition

1.
United States
33.6
%
2.
France
3.8
%
3.
Italy
3.1
%
4.
China
2.3
%
5.
United Kingdom
1.1
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1.65

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
5
Actual Charge :
N.A

Redemption Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
N.A

Contact

Company Name:
Public Mutual
Website :
https://www.publicmutual.com.my/