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MY

Signature Dynamic Income Focus-i (SDIFi) Fund

Earn a total return up to 7% p.a.*

including potential 

monthly income

Introducing our latest Signature Series, the  Signature Dynamic Income Focus-i (SDIFi) Fund, a guiding light for your investment journey. This Shariah-compliant investment fund designed to complement your existing savings or investments as part of your long-term wealth journey, available exclusively to CIMB customers with a minimum investment of RM100. 

Why invest in SDIFi Fund? 

First Shariah-compliant Fund in the Signature Series

Exclusively for CIMB clients,  the SDIFi Fund is designed for income-focused investors seeking a Shariah compliant investment approach.

Targeting a total return up to 7% p.a.*, including potential monthly income up to 5.5% p.a.*

The Fund aims to provide potential monthly income and a target total return of up to 7% p.a.* (Potential monthly income up to 5.5% p.a.* with up to 1.5% p.a. capital growth) by investing in a diversified portfolio of global Sukuk and Shariah compliant equities. Designed to complement your existing  savings and investments while supporting your long-term financial goals.

*Distributions and returns are not guaranteed and may vary.

Diversified globally to help manage market ups and downs

The Fund invests across global markets and assets types, with a focus on Shariah compliant investment-grade assets, such as Sukuk, to help reduce volatility and provide more consistent income over time.

CIMB CIO insights with Principal’s investment expertise

Benefit from Principal’s global investment expertise, guided by the market insights and investment views of CIMB’s Chief Investment Office (CIO).

Here's how you can access MyWealth via

CIMB Clicks or CIMB OCTO App! 

If you are new to investment: 

 

 

STEP 1:

Log in to CIMB Clicks Web browser/CIMB OCTO App

 

STEP 2:

- Go to MyWealth when you log in to CIMB Clicks

- Go to ‘Apply’ > ‘Unit Trust’ when you log in to CIMB OCTO App

 

STEP 3:

Select ‘Get started’ to start your MyWealth journey by answering risk profiling questions

 

 

 

 

 

If you are existing investment users:

 

STEP 1:

Log in to CIMB Clicks Web browser/CIMB OCTO App

 

STEP 2:

Go to “Account” tab select “MyWealth”

 

STEP 3:

Select “Unit Trust Dashboard” to check existing holding or “Browse More Funds"

 

STEP 4:

- Click on fund name to expand and view fund holdings details.

- Input purchase amount and click “Purchase Now”

 

Important Notes

1. *The payout will begin to be distributed six to nine months after the commencement date** (22 October 2024), and it is not guaranteed.

2. **Commencement date refers to the next Business Day immediately following the end of the initial offer period.

UNIT TRUST/SHARIAH-COMPLIANT UNIT TRUST DISCLAIMER

DISCLAIMER

THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES.  IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE.  THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION.  NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN. EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE.  INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED OR PROTECTED BY CIMB BANK BERHAD/ CIMB ISLAMIC BANK BERHAD (“CIMB”) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.  INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS / INFORMATION MEMORANDUM AND ITS SUPPLEMENTAL MASTER PROSPECTUS / INFORMATION MEMORANDUM FOR UNIT TRUSTS WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING.  FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS / INFORMATION MEMORANDUM, VISIT US AT OUR NEAREST BRANCH.  UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL.  INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING.  UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN.  PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED.  INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT.  INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY.  UNIT TRUSTS ARE NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA.  INVESTORS SHOULD NOT MAKE PAYMENT IN CASH TO A UNIT TRUST CONSULTANT OR ISSUE A CHEQUE IN THE NAME OF A UNIT TRUST.

 

UNIT TRUST/SHARIAH-COMPLIANT UNIT TRUST IS NOT PROTECTED BY PIDM.

THIS MATERIAL HAS NOT BEEN REVIEWED BY THE SECURITIES COMMISSION MALAYSIA (“SC”).

MEMBER OF PIDM