Knowledge Centre

Sophisticated Investors

High Net-Worth Individuals

An individual whose total net personal assets, or total net joint assets with his or her spouse, exceeding RM3 million or its equivalent in foreign currencies, excluding the value of the individual’s primary residence; or
An individual who has a gross annual income exceeding RM300k or its equivalent in foreign currencies in the preceding twelve months; or
An individual who jointly with his or her spouse, has a gross annual income exceeding RM400k or its equivalent in foreign currencies in the preceding twelve months; or
An individual whose total net personal investment portfolio or total net joint investment portfolio with his or her spouse, in any capital market products exceeding RM1 million or its equivalent in foreign currencies.

High Net-Worth Entities

A company that is registered as a trust company under the Trust Companies Act 1949 and has assets under its management exceeding RM10 million or its equivalent in foreign currencies.
A corporation that is a public company under the Companies Act 2016 which is approved by the Securities Commission to be a trustee under the CMSA 2007 and has assets under its management, exceeding RM10 million or its equivalent in foreign currencies; or
A corporation that is carrying on the regulated activity of fund management solely for the benefit of its related corporations and has assets under its management exceeding RM10 million or its equivalent in foreign currencies.
A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts.
A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies.
A statutory body established under any laws unless otherwise determined by the Securities Commission Malaysia.
A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967.

Accredited Investors

A unit trust scheme, private retirement scheme or prescribed investment scheme.
Bank Negara Malaysia.
A licensed person or a registered person.
An exchange holding company, a stock exchange, a derivatives exchange, an approved clearing house, a central depository or a recognised market operator.
A corporation that is licensed, registered or approved to carry on any regulated activity or capital market services by an authority in Labuan or outside Malaysia which exercises functions corresponding to the functions of the Securities Commission Malaysia.
A bank licensee or an insurance licensee as defined under the Labuan Financial Services and Securities Act 2010.
An Islamic bank licensee or a takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010.
A chief executive officer or a director of any person referred to in points III to VII under the Accredited Investors category.
A closed-end fund approved by the Securities Commission Malaysia.

You are about to enter a third party website and Opus Asset Management Sdn Bhd’s privacy notice will cease to apply.

This link is provided for your convenience only and shall not considered or construed as an endorsement or verification of such linked website or its contents by Opus Asset Management Sdn Bhd.

Opus Asset Management Sdn Bhd makes no warranties as to the status of this link or information contained in the website you are about to access.

Do you wish to proceed to the following URL?
https://www.fimm.com.my/

Disclaimer

The unit trust funds and wholesale funds (collectively known as “Funds”) referred to Opus Asset Management Sdn Bhd’s website is not intended to and will not be issued and distributed in any country or jurisdiction other than Malaysia. The information contained on this website inclusive of the Prospectus and its Supplemental Prospectus (if any), Information Memorandum and its Supplemental Information Memorandum (if any) [collectively known as “Funds Documents”] is not intended to be an offer or invitation to subscribe or purchase of units.

The Funds Documents have been approved by, registered and/or lodged with, the Securities Commission Malaysia, who takes no responsibility for its contents.

Investors are advised to read and understand the contents of the Funds Documents before investing. Past performance of the Funds are not reflective of future performance of the Funds and income distribution (if any) is not guaranteed. Investors should consider the fees and charges involved and rely on their own evaluation to assess the merits and risks of the investment. If investors are unable to make their own evaluation, they are advised to consult professional advisers.

Investors are advised that the Funds offered are solely on the basis of information contained in the Funds Documents. Any other material outside the designated area of the Funds Documents do not form part of the Funds Documents. Any issue of units relates to the Funds will only be made on receipt of an application referred to and accompanying a copy of the relevant Funds Documents.

Please be informed that the Funds Documents are also available in hardcopy and can be obtained at our office. For the avoidance of doubt, the Marketing Department of Opus Asset Management Sdn Bhd is responsible for maintaining this website. If you need further information or clarification, please contact our Client Services at +603-2288 8833.

Acknowledgement

By clicking on “I Agree” below, you will be acknowledging and agreeing with Opus Asset Management that you have read, understood and agree to the above.

You are about to enter a third party website and Opus Asset Management Sdn Bhd’s privacy notice will cease to apply.

This link is provided for your convenience only and shall not considered or construed as an endorsement or verification of such linked website or its contents by Opus Asset Management Sdn Bhd.

Opus Asset Management Sdn Bhd makes no warranties as to the status of this link or information contained in the website you are about to access.

Do you wish to proceed to the following URL?
https://sidrec.com.my/

You are about to enter a third party website and Opus Asset Management Sdn Bhd’s privacy notice will cease to apply.

This link is provided for your convenience only and shall not considered or construed as an endorsement or verification of such linked website or its contents by Opus Asset Management Sdn Bhd.

Opus Asset Management Sdn Bhd makes no warranties as to the status of this link or information contained in the website you are about to access.

Do you wish to proceed to the following URL?
https://www.sc.com.my/

High Net-Worth Individual

An individual whose total net personal assets, or total net joint assets with his or her spouse, exceed RM3mil or its equivalent in foreign currencies, excluding the value of the individual’s primary residence;
An individual who has a gross annual income exceeding RM300k or its equivalent in foreign currencies per annum in the preceding twelve months; and/or
An individual who, jointly with his or her spouse, has a gross annual income exceeding RM400k or its equivalent in foreign currencies in the preceding twelve months.

High Net-Worth Entity

A corporation with total net assets exceeding RM10mil or its equivalent in foreign currencies based on the last audited accounts;
A partnership with total net assets exceeding RM10mil or its equivalent in foreign currencies;
A company that is registered as a trust company under the Trust Companies Act 1949 [Act 100] which has assets under management exceeding RM10mil or its equivalent in foreign currencies;
A corporation that is a public company under the Companies Act 1965 [Act 125] which is approved by the Commission to be a trustee under the Act and has assets under management exceeding RM10mil or its equivalent in foreign currencies;
A pension fund approved by the Director General of Inland Revenue under section 150 of the Income Tax Act 1967 [Act 53]; and/or
A statutory body established by an Act of Parliament or an enactment of any State.

Accredited Investor

A holder of a Capital Markets Services Licence;
A unit trust scheme or a prescribed investment scheme;
A closed-end fund;
A licensed institution;
An Islamic bank;
A bank licensee or insurance licensee as defined under the Labuan Financial Services and Securities Act 2010 [Act 704];
An Islamic bank licensee or takaful licensee as defined under the Labuan Islamic Financial Services and Securities Act 2010 [Act 705];
An insurance company licensed under the Insurance Act 1996 [Act 553];
A takaful operator registered under the Takaful Act 1984 [Act 312]; and/or
A private retirement scheme.

Fixed Income Post 2

Learning Centre Post 2

Weekly review Post 2

Weekly review Post 1

Fixed Income Post 1

Learning Centre Post 1

Sophisticated Investors

High Net-Worth Individuals

High Net-Worth Entities

Accredited Investors

Disclaimer