Versa Moderate-i is a Shariah-compliant income and balanced fund managed by AHAM Capital, designed to beat the market with a combination of passive and active funds. Its underlying fund is the AHAM Aiiman Balanced Fund with a fund size of RM16.2 million.
Versa Moderate-i is suitable for retail investors who seek moderate growth and have a medium to long-term investment horizon. The majority of the fund is invested in Malaysian sukuk and equities such as YTL Power, Tenaga Nasional, Top Glove and several other publicly listed companies in Malaysia.
If you are someone who has a moderate risk profile with a longer time horizon, this fund is for you!
To summarise, Versa Moderate-i is:
- Shariah-Compliant fund.
- Moderate Growth focused.
- Medium to Long-term time horizon.
- Actively managed.
- 1.50% annual management fee.
- RM100 minimum investment.
Have any questions?
Ask here!