Fund Manager:
SBB Mutual Bhd. (formerly known as BHLB Pacific Trust)

Fund Name:
SBB Dana Al-Mizan (balanced, formerly known as BHLB Pacific Dana Al-Mizan)

Launch Date:
Mar-01

Screening (except economy):
Islamic Syariah fund

KEY Characteristics:
This is an Islamic growth and income fund that allows you to achieve medium to long term growth in both capital and income by investing in permissible Syariah investments. The strategy of the fund will be to invest up to a maximum of 60% in equities and the remaining in fixed income securities and liquid assets.

This fund is suitable for investors who look for a balance of capital appreciation and regular distributions, have long term goals of retirement or financing a child’s college education, and expect to receive distributions on a regular basis on condition that the realized income is attained.

Being a balanced fund, Dana al-Mizan provides Syariah-adherent Muslim investors, as well as all other investors, with a different type of Islamic fund to invest in as most of the existing Islamic funds in Malaysia belong to the growth category.

Additional information:
http://www.eonbank.com.my/Individual_Banking/Unit-Trust/dana-al-mizan.htm