INVESTMENT PRODUCTS

We offer a wide spectrum of investment products to meet your investment needs. No matter what your investment goal is, we can work with you to develop the best portfolio for you.
Products we offer:

Wholesale Funds

Our wholesale funds cover a wide range of asset classes. These funds are suitable for investors who want their money managed professionally by experienced investment managers.

Investment Objective

The fund seeks to provide investors with investment returns through active portfolio management based on fundamental and technical analysis. The Fund is managed with an absolute return objective and medium-term capital appreciation. At the same time, the Fund will strive for capital preservation under adverse market condition.

Risk Reward Profile

Investors with medium risk appetite looking for positive absolute return over a medium-term horizon.

Performance Benchmark

Hurdle Rate

Investment Strategy & Asset Allocation

Flexibility to switch between a diversified portfolio of securities and a more concentrated portfolio with single asset class. The tactical investment decision will be set by the Managers after reviewing the macro and micro considerations of the investment universe.

Potential Benefits

  • No upfront fee
  • Target consistent annual positive return
  • Diversified investment to reduce systematic risks
  • Stringent portfolio risk management

Disclaimer:

You are advised that the funds offered are solely on the basis of the information contained in the information memorandums and supplementary information memorandums and no other information outside the information memorandums and supplementary information memorandums. Any other material outside the designated area on the website for the information memorandums and supplementary information memorandums does not form part of the information memorandums and supplementary information memorandums.

Copies of the information memorandums and supplementary information memorandums which are featured on our website, have been lodged with the Securities Commission Malaysia, who takes no responsibility for their contents. The registration and lodgement do not amount to nor indicate that the Securities Commission Malaysia has recommended or endorsed the funds. These information memorandums and supplementary information memorandums can be obtained from our offices.

Customized 3rd party mandates (c3PM)

C3PM are customized investment portfolios that are tailored to meet each investor’s needs and financial interests. C3PM provide you with an alternative to the conventional investment products that are widely available in the market. We have an experienced and dedicated team focused on understanding your investment preference and designing a suitable investment solution to meet your investment needs.