Discretionary Mandates

Discretionary Mandate

Our Discretionary Mandate Portfolio solution offers a tailor-made investment portfolio structured to your requirements.

Discretionary mandate portfolios are:

  • Structured to meet your investment objective and risk profile.
  • Professionally managed by our experienced fund managers.
  • Customisable to your reporting needs, with a wealth of analytics available for your portfolio.

Our discretionary offerings include:

Portfolio Information
Investment Objective The investment objective for fixed income portfolios is aimed to achieve higher returns compared to conventional fixed deposits over a medium to long-term period, while providing stability in capital value by investing mainly in fixed income securities.
Investment Scope Includes all fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors’ Profile Best suited for investors:

  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than conventional fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000
Portfolio Information
Investment Objective The investment objective for fixed income portfolios is aimed to achieve higher returns compared to Islamic fixed deposits over a medium to long-term period, while providing stability in capital value by investing mainly in shariah-compliant fixed income securities.
Investment Scope Includes all Shariah-compliant fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors’ Profile Best suited for investors:

  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than Islamic fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Islamic Fixed Deposit
Minimum Initial Investment RM2,000,000
Portfolio Information
Investment Objective To achieve higher returns than the benchmark over the medium to long term period while preserving capital by investing in debt securities issued and guaranteed by the Malaysian Government, Bank Negara Malaysia, any other Government Related Bodies and Quasi-Federal Government Related Bodies.
Investment Scope
  • Debt Securities issued or guaranteed by the Malaysian Government, Bank Negara Malaysia, any other Government Related Bodies and Quasi-Federal Government Related Bodies as well as AAA Papers or P1 Papers.
  • Debt Securities issued by Multilateral Development Banks and classified as Low Risk Assets by Bank Negara Malaysia.
Investors’ Profile Best suited for investors:

  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than conventional fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000
Portfolio Information
Investment Objective Aimed to achieve higher returns compared to conventional fixed deposits over medium to long-term period, while providing stability in capital value by investing mainly in fixed income securities.
Investment Scope
  • Includes all fixed income instruments, including government securities, commercial papers and corporate bonds.
  • No gaming, tobacco, alcohol sectors are allowed.
Investors’ Profile Best suited for investors:

  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than conventional fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000
Portfolio Information
Investment Objective The investment objective for global fixed income portfolio is aimed to achieve higher returns compared to conventional fixed deposits over a medium to long-term period from investment in a diversified portfolio of fixed income securities of mainly local & foreign debt securities.
Investment Scope Includes all local and foreign fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors’ Profile Best suited for investors:

  • Who have medium to long term investment horizon.
  • Want to diversify their overall investment portfolio by including exposure to foreign debts securities.
  • Who have medium risk tolerance.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000
Portfolio Information
Investment Objective To achieve higher returns compared to benchmark over a medium to long term period from investment in a diversified portfolio of foreign fixed income securities.
Investment Scope Includes all foreign fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors’ Profile Best suited for investors:

  • Who have medium to long term investment horizon.
  • Is seeking greater diversification in their fixed income securities investment holdings through exposure in foreign markets.
  • Who have medium risk tolerance.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000