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Public Islamic Growth Balanced

Latest Price NAV

USD
0.07
as of
12/Sep/23

Objective

The fund aims to achieve capital growth over the medium to long-term period through a balanced asset allocation approach. The fund will invest 40% to 60% of NAV in Shariah-compliant shares or Shariah-compliant securities equivalent to shares and 40% to 60% of NAV in Sukuk, Islamic money market instruments and Islamic deposits. Up to 25% of NAV may be invested in Shariah-compliant foreign assets.

Key Facts

Launch Date :
7/Oct/15
Asset Type :
Base Currency :
Total Net Asset (USD M) :
62.27
Benchmark :
Blend FTSEBMHijrahShariah/3mIslamicIMM(60:40)
Dividend Type :
Income
Income Distribution :
Paid
Total Expense Ratio % :
1.4
Geographical Focus :
Malaysia
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-3.87

5 Yrs Performance

2.04

10 Yrs Performance

N.A

Top Holdings

1.
Tenaga Nasional Berhad
2.
Frontken Corporation Berhad
3.
Telekom Malaysia Berhad
4.
QL Resources Berhad
5.
TIME dotCom Berhad

Portfolio Composition

1.
United States
6
%
2.
China
1.9
%
3.
Korea
0.2
%
4.
Taiwan
0.04
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1.5

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/