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.
Fund Type : Growth
Fund Category : Equity (Shariah)
InterPac Dana Safi (“Fund”) is an actively managed Islamic equity fund to achieve its goal of maximising capital gains by investing in Shariah-compliant securities listed on Bursa Malaysia. In seeking to achieve its investment objective, between 70% to 95% of the Fund’s NAV may be invested in shares that conform to the principles of Shariah. It also has a flexible asset allocation and may also invest in sukuk to help generate returns where yields are attractive, and interest rates trends are favourable.
Investment portfolio of the Fund comprises instruments which have been classified as Shariah compliant by the Shariah Advisory Council (SAC) of the SC or the SAC of Bank Negara Malaysia (BNM). For instruments that are not classified as Shariah-compliant by the SAC of the SC or the SAC of BNM, the status of the instruments has been determined in accordance with the ruling issued by the Shariah adviser.
Fund Type : Growth
Fund Category : Equity
InterPac Dynamic Equity Fund (“Fund”) is actively managed to achieve its goal of maximising capital gain by investing in stocks listed in Bursa Malaysia. In seeking to achieve its investment objective, between 70% to 95% of the Fund’s NAV may be invested in shares. It has a flexible asset allocation and may also invest in fixed income securities to help generate returns where yields are attractive, and interest rates trends are favourable.
The allocations to fixed income securities are raised when weaknesses in the equity market is anticipated and conversely, when equity markets are expected to perform well, the funds are reallocated from fixed income securities to equities.
Fund Type : Growth
Fund Category : Mixed Asset (Shariah)
InterPac Dana Abadi (“Fund”) seeks to achieve its objective by investing in a diversified portfolio of Shariah-compliant securities primarily in the US market which relies on fundamental and technical research. The investments would range from Shariah-compliant equities, Shariah-compliant equity-related securities such as Shariah-compliant warrants and right issues, sukuk, Islamic money market instruments and placement of Islamic deposits. The Fund may also invest up to 20% of its NAV in Islamic collective investment schemes. For Islamic money market instruments and placement of Islamic deposits, investment allocation may be made in Malaysia market.
The Fund may invest between 75% to 100% of its NAV in the US market. The Fund may participate in Islamic derivatives, when appropriate, to hedge the Fund’s portfolio from any unexpected movement in interest rate and/or foreign currency. The Fund’s exposure to Islamic derivatives for hedging will not exceed 100% of its NAV.
