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Friday, September 12, 2014

CIMB Principal Asset Management - South East Asia's Premier Asset Manager

CIMB Principal Asset Management - South East Asia's Premier Asset Manager. Leading the way in unit trust and retirement solutions.


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To invest in the best ISLAMIC unit trusts especially managed by CIMB Principal, please WhatsApp/SMS/Call: +60192348786 (Sanusi CWA KL) or +60193849330 (Rozanna CWA KL). Enriching you the Halal way..

Award-winning funds that deliver, time and time again

Funds managed by CIMB Principal regularly win awards for best performance...




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To invest in the best ISLAMIC unit trusts especially managed by CIMB Principal, please WhatsApp/SMS/Call: +60192348786 (Sanusi CWA KL) or +60193849330 (Rozanna CWA KL). Enriching you the Halal way..

Thursday, September 11, 2014

Table: Basic Savings for EPF Member Investment Scheme (EPF-MIS)

Table: Basic Savings for EPF Member Investment Scheme (EPF-MIS) effective from 1 January 2014.





Invest in Unit Trusts under EPF Member Investment Scheme (EPF-MIS)

You can also invest in Unit Trusts under EPF-MIS every 3 months.

How does it work?

Example:

Investor A
Age: 30
Total amount in EPF Account 1: RM80,000

Amount of maximum investment based on the above data:

RM10,600

How to get the figure?

Please refer the table below, and pay attention to the Age & Basic Savings.



Age 30, basic saving required = RM27,000

The formula to get maximum investment amount under the EPF Member Investment Scheme. 

20% x (Account 1 EPF Balance - Basic savings)

= 20% x (RM80,000 - RM27,000)

= RM10,600

3 months later we can do same calculation to determine the eligible amount for EPF-MIS for the same investor.

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To invest in the best ISLAMIC unit trusts esp. managed by CIMB Principal, please WhatsApp/SMS/Call: +60192348786 (Sanusi CWA KL) or +60193849330 (Rozanna CWA KL)

CIMB Principal Asset Management - Best Asset Manager in South East Asia (2010-2013)


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To invest in the best ISLAMIC unit trusts especially managed by CIMB Principal, please WhatsApp/SMS/Call: +60192348786 (Sanusi CWA KL) or +60193849330 (Rozanna CWA KL)

Wednesday, September 10, 2014

RM354.7 billion under unit trust management in Malaysia as at July 2014

The Securities Commission (SC) said the country's unit trust industry has a net asset value (NAV) worth RM354.73 billion under their management as of July 31, 2014.
The amount is a 7.8% increase compared to the RM328.95 NAV the industry posted a year ago in July 2013.
The latest figure represents a 19.89% in NAV of the market capitalisation of Bursa Malaysia Bhd.
About 87.2% or RM309.35 billion of the total industry NAV are conventional funds and the balance Islamic-based.
As at Jan 31, there were 37 approved fund managers. The number of approved funds were 612, which included funds that were approved but not yet launched, with 426 of these funds conventional while the others were Islamic.
For the seven months of 2014, 600 funds were launched with 407.37 billion units in circulation.
Meanwhile, SC said wholesale funds up to July 31, 2014 had a NAV of RM64.3 billion, representing 3.6% of the market capitalisation of Bursa Malaysia.
The amount 40 approved managed by unit trust management companies (UTMC) in July 2013 was RM58.2 billion.
Up to July 31, 2014, there were 237 approved funds where 166 were conventional and 71 were Islamic-based.
The amount managed by conventional unit trusts was RM46.77 billion while another RM17.52 billion was managed by Islamic unit trusts.

Summary - Islamic unit trust (mutual funds) investment

Type of investment: Islamic unit trust funds (more than 20 Islamic funds)

Unit trusts marketed by : CWA (CIMB Wealth Advisors)

Asset management company: CIMB-Principal Asset Management

Syariah consultant: CIMB Islamic Syariah Advisory Committee

Estimated average returns (capital gain + dividend): 15-25% p.a … based on past years performance (insyaAllah)

Methods of investment:
i) CASH investment
ii) Monthly or regular investment
iii) Withdrawal from EPF (KWSP) - account 1

Minimum investment: RM500 (It's advisable to invest in at least 3 funds: therefore the recommended minimum amount is: RM500 x 3 = RM1,500)

Maximum: (n/a)

Withdrawal/Redemption: at any time (5 days notice)

Who can invest?
i) Individuals or corporations
ii) Residents or non-residents of Malaysia

CWA is a top unit trusts marketing company, a marketing arm to CIMB Principal Asset Management which is a subsidiary of CIMB Group...the second most valuable listed company in Malaysia (market capitalization of more than RM80 billion).

For further info please contact your professional Islamic investment and financial consultant based in Kuala Lumpur or fill up the info request form below.
► www.islamic-invest-malaysia.com/p/info-request-form.html

or contact your professional investment and financial consultant:
Mr. Ahmad Sanusi at 6-0192348786/Mdm. Rozanna at 6-0193849330 (Kuala Lumpur, Malaysia)
E-mail: sanusi.my@gmail.com

For information on unit amanah Islam/Islamic unit trusts (in Bahasa Melayu), please visit:

The web site for CWA ► www.cwealthadvisors.com.my