B E R J A Y A M U T U A L

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Berjaya Mutual Berhad ("Berjaya Mutual") is a subsidiary of Berjaya Capital Berhad. Berjaya Mutual was incorporated in Malaysia on 24 September 1990 under the Companies Act, 1965. The principal business of Berjaya Mutual encompasses the management of unit trust funds and portfolio management.

Products & Services

Performance

Performance Return as of 31st December 2024
Name 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year 10 Year Since Inception
InterPac Dana Safi 1.81 -3.68 -8.37 4.70 -30.32 54.64 80.90 156.52
Benchmark: 6% per annum 0.49 1.49 2.97 6.00 19.10 33.82 79.08 221.99
Source : Lipper As Of 31/12/2024


Disclaimer:
Past performance is not an indicative of future performance. Investors are advised to read and understand the contents of the fund’s Prospectus (and its supplementals) and Product Highlights Sheet, understand the risks involved in relation to the products or services, compare and consider the fees, charges and costs involved, and make their own risk assessment and seek professional advice, where necessary before making any investment decision. Unit prices and income distributions, if any, may fall or rise. You can obtain copies of the Prospectus and Product Highlights Sheet from the office of Berjaya Mutual Berhad (formerly known as Inter-Pacific Asset Management Sdn Bhd), our website at www.berjayamutual.com.my or from any of our approved distributors.

Performance Return as of 31st December 2024
Name 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year 10 Year Since Inspection
InterPac Dynamic Equity 1.64 -1.56 -3.16 -8.25 -13.18 57.39 70.08 130.36
Benchmark: 6% per annum 0.49 1.48 2.97 6.00 19.10 33.82 79.08 221.99
Source : Lipper As Of 31/12/2024


Disclaimer:

Past performance is not an indicative of future performance. Investors are advised to read and understand the contents of the fund’s Prospectus (and its supplementals) and Product Highlights Sheet, understand the risks involved in relation to the products or services, compare and consider the fees, charges and costs involved, and make their own risk assessment and seek professional advice, where necessary before making any investment decision. Unit prices and income distributions, if any, may fall or rise. You can obtain copies of the Prospectus and Product Highlights Sheet from the office of Berjaya Mutual Berhad (formerly known as Inter-Pacific Asset Management Sdn Bhd), our website at www.berjayamutual.com.my or from any of our approved distributors.

Performance Return as of 31st December 2024
Name 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year 10 Year Since Inception
Interpac Dana Abadi 0.56 7.89 -12.61 1.39 7.61 - - 9.01
Benchmark: 4% Per Annum 0.33 0.99 1.99 4.00 12.49 21.67 48.02 119.70
Source : Lipper As Of 31/12/2024


Disclaimer:

Past performance is not an indicative of future performance. Investors are advised to read and understand the contents of the fund’s Prospectus (and its supplementals) and Product Highlights Sheet, understand the risks involved in relation to the products or services, compare and consider the fees, charges and costs involved, and make their own risk assessment and seek professional advice, where necessary before making any investment decision. Unit prices and income distributions, if any, may fall or rise. You can obtain copies of the Prospectus and Product Highlights Sheet from the office of Berjaya Mutual Berhad (formerly known as Inter-Pacific Asset Management Sdn Bhd), our website at www.berjayamutual.com.my or from any of our approved distributors.

Performance Return as of 31st December 2024
Name 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year 10 Year Since Inception
Interpac Dana Ghani -10.85 2.33 -19.39 10.65 -23.79 - - -21.32
Benchmark: 4% Per Annum 0.33 0.99 1.99 4.00 12.49 21.67 48.02 119.70
Source : Lipper As Of 31/12/2024


Disclaimer:

Past performance is not an indicative of future performance. Investors are advised to read and understand the contents of the fund’s Information Memorandum (and its supplementals) and Product Highlights Sheet, understand the risks involved in relation to the products or services, compare and consider the fees, charges and costs involved, and make their own risk assessment and seek professional advice, where necessary before making any investment decision. Unit prices and income distributions, if any, may fall or rise. Please note that this fund only offered for Sophisticated Investors as defined in the respective regulations outlined by the Securities Commission Malaysia. You can obtain copies of the Information Memorandum and Product Highlights Sheet from the office of Berjaya Mutual Berhad (formerly known as Inter-Pacific Asset Management Sdn Bhd), our website at www.berjayamutual.com.my or from any of our approved distributors.

Performance Return as of 31st December 2024
Name 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year 10 Year Since Inception
Berjaya Mutual Wholesale Cash 0.31 0.86 9.19 - - - - 4.73
Benchmark: Maybank 1-Month Fixed Deposit Rate 0.20 0.61 1.22 2.48 7.17 10.92 29.22 98.04
Source : Lipper As Of 31/12/2024


Disclaimer:

Past performance is not an indicative of future performance. Investors are advised to read and understand the contents of the fund’s Information Memorandum (and its supplementals) and Product Highlights Sheet, understand the risks involved in relation to the products or services, compare and consider the fees, charges and costs involved, and make their own risk assessment and seek professional advice, where necessary before making any investment decision. Unit prices and income distributions, if any, may fall or rise. Please note that this fund only offered for Sophisticated Investors as defined in the respective regulations outlined by the Securities Commission Malaysia. You can obtain copies of the Information Memorandum and Product Highlights Sheet from the office of Berjaya Mutual Berhad (formerly known as Inter-Pacific Asset Management Sdn Bhd), our website at www.berjayamutual.com.my or from any of our approved distributors.

US Equity Private Mandate Cumulative Performance as of 31st December 2024