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HomeUnited-i ESG Srs-Conservative Inc MYR I

United-i ESG Srs-Conservative Inc MYR I

Latest Price NAV

USD
0.22
as of
13/Sep/23

Objective

The Fund seeks to provide income by investing in Sukuk, Islamic money market instruments and Islamic Deposits. The Fund seeks to achieve its investment objective by investing at least 70% of the Fund’s NAV in Sukuk issued or guaranteed by the Government of Malaysia, Islamic money market instruments and Islamic Deposits. The Fund may also invest up to 30% of the Fund’s NAV in cash. The Fund’s investment policy and strategy adopts sustainability considerations whereby we employ Shariah screening for Shariah compliance and ESG analysis.

Key Facts

Launch Date :
3/Mar/20
Asset Type :
Base Currency :
Total Net Asset (USD M) :
29.00
Benchmark :
Maybank 1 Month Islamic Fixed Deposit-i
Dividend Type :
Income
Income Distribution :
Paid
Total Expense Ratio % :
0.37
Geographical Focus :
Malaysia
Shariah Compliant
Shariah
ESG
Yes
Responsible Investment
Yes

Performance

3 Yrs Performance

-1.53

5 Yrs Performance

N.A

10 Yrs Performance

N.A

Top Holdings

1.
Sarawakhidro Imtn 4.600% 18.08.2028
7.62
%
2.
GII Murabahah 1/2022 4.193% 07.10.2032
7.48
%
3.
PASB IMTN (GG) 4.560% 06.06.2025 Issue No. 35
7.37
%
4.
PTPTN IMTN 4.290% 17.08.2023
7.35
%
5.
GII MURABAHAH 2/2020 3.465% 15.10.2030
7.11
%

Portfolio Composition

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
0.8

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
3
Actual Charge :
N.A

Redemption Charges

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

Contact

Company Name:
UOB Ast Mgmt MY
Website :
http://www.uobam.com.my/