DANA ISLAMIAH AFFIN
FUND INFORMATION
|
Name of Fund |
Dana Islamiah Affin (DIA) |
|
Category of Fund |
Islamic Balanced |
|
Type of Fund |
Income and Growth |
|
Fund Objective |
To achieve steady capital growth at a rate better than the average deposit rates over a long-term period by investing in a wide portfolio of authorized securities and other investments. |
|
Investor Profile |
The Fund is suitable for investors who seek a portfolio of investments that complies with Shariah requirements and willing to accept moderate risk. |
FEES & CHARGES
|
Service Charge |
Direct Investment via AFMB : Up to 7% IUTA : Up to 7% |
|
Repurchase Charge |
Nil |
|
Switching Fee |
Nil. However, since switching is treated as withdrawal from one fund and an investment into another fund, the Unit Holders will have to pay the difference (if any) between the sales charge of these two funds. |
|
Transfer Fee |
Nil |
|
Annual Management Fee |
Up to 1.5% of NAV* |
|
Annual Trustee Fee |
Up to 0.08% of NAV* |
FUND DETAILS
|
Minimum Initial Investment |
RM200 |
|
Minimum Additional Investment |
RM100 |
|
Minimum Repurchase / Redemption |
200 units |
|
Minimum Holding |
200 units |
|
Cooling-Off Period |
Qualified first time investors may exercise cooling-off right within six (6) Business Days from the date of the acceptance of the application and receive a full refund of the investment within ten (10) days of the receipt of the application for cooling-off by Affin Fund Management Berhad. |
|
Distribution Policy |
Incidental |
|
Approved Fund Size |
600 million units |
|
Financial Year End |
30 June |
|
Launch Date |
11 November 2001 |
INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF THE INVESTMENT. IN CONSIDERING THE INVESTMENT, INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY.
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Unit Trust Products
- Affin Equity Fund
- Affin Capital Fund
- Dana Islamiah Affin
- Affin Islamic Equity Fund
- Affin Money Market Fund
- Affin Islamic Money Market Fund
- Affin Select Growth Fund
Asset Management
