Dana Al-Istithmar

 

AIA Dana Al-Istithmar*... carefully structured for those who seek to invest in a portfolio of assets which comply strictly with Syariah principles.

Investment Objective ... AIA Dana Al-Istithmar* seeks to maximize medium to long term capital appreciation by investing in equity and equity-related securities listed on the Kuala Lumpur Stock Exchange and Islamic debt securities which comply strictly with Syariah principles. The target asset allocation is 80% in equities and 20% in Islamic debt securities. The fund management charge is 1.5% per annum.
 

Unparalleled financial expertise ... AIA Dana Al-Istithmar is structured, monitored and managed by a professional team of fund managers in Malaysia. The same team manages the assets of AIA and has achieved an outstanding track record of financial performance. They will also be assisted and advised by a team of experts from the American International Group (AIG) and the AIA Group of companies. These experts manage over US$99 billion of invested assets globally.

'AAA' the symbol of financial strength ... this international network of financial expertise provides AIA with unparalleled strength. A strength that has led AIA to be assigned a Triple A rating, the highest possible assessment of financial strength from Standard & Poor's - the world's leading credit rating agency.

Updates on your fund ... you are able to track the performances of your fund by checking the unit price published daily in major newspapers.

Need to know more?
For further information please feel free to call your AIA agent today.

Please Note

  • The investment performances of the AIA Investment Funds are not guaranteed.
     
  • You may switch your investment between AIA Investment Funds at any time. One free switch is available every year. Any subsequent switches will be charged a fee of RM25 per switch. Currently, there are 3 other funds available which are AIA Managed Fund, AIA Equity Fund and AIA Fixed Income Fund.
     
  • You may make withdrawals at any time subject to the stipulated minimum amount and minimum balance of your Account.
       * This fund is available to you through either our ExcelTrust or ExcelLink plans. Both these plans are conventional life insurancee that are not based on the concept of takaful insurance. For further information please refer to the respective brochures.

Important: This brochure is a brief description only. For exact details on terms and conditions, please refer to your policy contract. E.&O.E.