"Retire with more confidence"

It's your goal to live comfortably to and through retirement. Save a little each month and increase it over time - your workplace may offer a plan to help.

"Invest when you're ready."

Build on the security you've made for yourself. Dedicate part of each paycheck to big goals, such as retirement or college, in accounts that earn different than regular savings.

"Insure what you have."

Protect your life and wages so that when you hit a setback, the people you love keep moving forward.

Mutual Funds

Registered Agent _ Wakil Insurans (22)

Helping you get one step closer to your financial goals. 

Looking to build your retirement strategy? Need help managing your investments? Whatever life stage or industry you’re in, you’ll find the right products for your unique needs and long-term goals.

For Individuals

Save for retirement, grow your investments, and protect—and enjoy—the life you’ve worked so hard to build.

  • Products to help you Save, Invest & Retire
  • Estate Planning & Personal Trusts
  • Income Protection

For Employers

Set yourself, your employees, and your business up for success. Explore employee benefits and a range of business owner and executive solutions.

  • Employee Retirement Plans
  • Business Planning & Protection Solutions
  • Owner & Key Employee Benefits

For Institutional clients

Develop a portfolio for your goals. Learn more about our specialized investment management groups and customizable strategies, as well as:

  • Asset Classes we invest in
  • Funds we offer
  • Our Boutiques
 
Regular Savings Plan 

Regular Savings Plan allows you to make regular monthly investments of RM200 or more directly from your account held with a bank approved by Principal Asset Management Berhad or Approved Distributor with minimum initial investment of RM500.

However, the minimum initial investment for the Regular Savings Plan for CIMB-Principal Bond Fund, CIMB-Principal Strategic Bond Fund, CIMB Islamic Enhanced Sukuk Fund, CIMB Islamic Fund is RM2,000 and the minimum initial investment for the Regular Savings Plan for CIMB-Principal Deposit Fund and CIMB Islamic Deposit Fund is RM10,000,000.

The Regular Savings Plan does not apply to all close-ended funds and the following funds:

  1. CIMB Islamic Money Market Fund
  2. CIMB-Principal Money Market Income Fund
 

How can an investor make regular investments into Regular Savings Plan?

Monthly investments made via the Regular Savings Plan will be processed when the application or monthly investment cheque is received by the Manager. Monthly investment can be made by arranging a standing instruction with the Approved Distributors to credit a pre-determined amount to the Fund each month. You can cancel your Regular Savings Plan at any time by providing written instructions to the relevant Approved Distributors to cancel your standing instruction.

Is there an exit fee when an investor withdraws his/her units?

No, there is no withdrawal fee charge.

Investments provided under Principal:

  • KWSP / EPF
  • Private Retirement Scheme (PRS)
  • Regular Savings / Savings