MEDIA STATEMENT

PMB Investment Announces Performance Returns of Four Funds

Kuala Lumpur, [Insert Date] – PMB Investment today announced the performance returns of four (4) funds under its management. All four funds recorded outstanding performance across various Lipper Investment Management categories, namely Equity, Equity Malaysia Income, Equity Malaysia Small & Mid Capital, and Mixed Asset, for the one-year, three-year, and five-year periods ended 28 February 2023.

The PMB Shariah Equity Fund (PMB SEF) continues to demonstrate consistent excellence, remaining among the top positions in the Lipper List since 2018. The fund delivered an impressive 111% return over five years in the Equity Malaysia Income category. Its three-year and one-year returns were even stronger at 130% and 29% respectively.

Following closely is the PMB Dana Bestari Fund (PMB DEF), which ranked second out of 30 funds in the Equity Malaysia Income category for its one-year performance with an 18% return. PMB DEF also posted returns of 67% over three years and 57% over five years, ending 28 February 2023.

PMB-An-Nur Waqf Income (PMB-ANWI), Malaysia’s first waqf-based fund launched in 2021, delivered a commendable one-year return of 17% as of 28 February 2023.

Another fund under PMB Investment, the PMB Shariah Tactical Fund (PMB STF), under the Malaysia Mixed Asset category, posted returns of 10% (one-year), 46% (three-year), and 27% (five-year) over the same period.

PMB Investment also manages funds invested in global markets, regional markets, and Greater China, offering investors a diversified and effective approach to international investment opportunities.

Group Chief Executive Officer of Pelaburan MARA, Mahdzir Othman, also announced that PMB Investment recently won two prestigious awards: the Refinitiv Lipper Malaysia Awards 2023 and the Morningstar Malaysia Awards 2023.

At the Refinitiv Lipper Malaysia Awards 2023, PMB Investment secured:

• Best Equity Group – Malaysia Provident Funds

• Mixed Asset MYR Flexible Best Fund for PMB Tactical Fund (PMB STF) over a five-year period

• Equity Malaysia Diversified Best Fund for PMB Shariah Equity Fund (PMB SEF) over three and five years
  (All based on performance ending 31 December 2022)

At the Morningstar Malaysia Awards 2023, PMB STF also won Best Malaysia Large-Cap Equity (Shariah) Fund.

Mahdzir noted,

“These achievements are the result of excellent teamwork, especially from our investment team whose collaboration and commitment remain exceptional. Throughout this challenging year, we emphasised stock selection to deliver superior performance.”

Looking ahead, PMB Investment Chief Executive Officer Mahani Ibrahim shared that the company is planning to introduce an ESG-based fund in Q3 this year, in response to growing investor interest in environmental, social, and governance factors.

She explained,

“There is increasing investor interest in ESG factors, which reflects the belief that ESG considerations can impact the long-term performance of listed companies. Therefore, they should be a key part of investment decision-making.”

“ESG analysis is becoming increasingly important in the investment process. Professional investors are now incorporating these non-financial factors as part of their risk and opportunity assessment. We believe that higher ESG scores will attract more investor interest and will be reflected in the fund’s valuation. Directly or indirectly, ESG factors will affect future fund performance.”

In addition to retail investors, PMB Investment will also increase its focus on corporate clients, with plans to launch funds tailored to the risk appetite of corporate investors by the end of the year.

PMB Investment, a wholly owned subsidiary of Pelaburan MARA Berhad, is an Islamic Fund Management Company (IFMC) managing 19 unit trust funds, one wholesale fund, and several portfolio mandates with investments across equities, mixed assets, and sukuk.

For further information, please contact:

Marina Ghazali
Head of Marketing Communications
Pelaburan MARA Berhad
Level 2, Wisma PMB
No. 1A Jalan Lumut,
50400 Kuala Lumpur
T: 03 - 4145 3800
F: 03 - 4145 3801
M: 019 - 232 7423
E: marina@pelaburanmara.com.my