Corporate Profile 10.04.14

8/11/2019 Corporate Profile 10.04.14

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© PMB Investment Berhad

© PMB Investment Berhad. Strictly private and confidential.

CORPORATE PROFILE

APRIL 2014

1



© PMB Investment Berhad 2

CORPORATE STRUCTURE

(Ministry of Rural and Regional Development)

(100% owned by MARA)




CORPORATE BACKGROUND

Incorporated on 15 January 1993, PMB Investment Berhad (PMB Investment) is a

wholly-owned subsidiary of Pelaburan MARA Berhad (PMB), formerly known as

ASM Investment Services Berhad. PMB Investment has over three decades of

experience in managing unit trust funds and is a pioneer in the industry.

PMB Investment has a paid-up capital of RM5.0 million and as at 31 March 2014, its

shareholders’ funds stood at RM10.9 million.

PMB Investment is licensed by the Securities Commission Malaysia to offer funds

management services and also to be involved in regulated activities of unit trusts.

As at 31 March 2014, total funds under management stood at RM504 million,

comprising RM323 million unit trust funds and RM181 million portfolio mandates.




CORPORATE VISION

“To be a leading and preferred Shariah

compliant fund manager in Malaysia”




CORPORATE MISSION

Shareholder : Provides optimum return and value added services.

Stakeholder : A responsible and caring corporate citizen.

Investors : Provides returns that commensurate with the acceptable risk tolerance

levels.

Customers : Offers innovative products and services.

Staff : Be a conducive place for the development of expertise in Islamic Finance,

particularly in the area of investments.




BOARD / INVESTMENT COMMITTEE MEMBERS

BOARD OF DIRECTORS YBhg. Datuk (Dr) Zamani bin Md Noor - Chairman

YBhg. Dato’ Sri Haji Abd Rahim bin Haji Abdul

YBhg. Professor Dr. Faridah binti Haji Hassan

Tuan Haji Mansoor bin Ahmad

Encik Nik Mohamed Zaki bin Nik Yusoff

Encik Nazim Rahman

Encik Ameer Ali Mohamed

INVESTMENT COMMITTEE Tuan Haji Wan Abdul Rahman bin Wan Abu Samah - Chairman Tuan Haji Mansoor bin Ahmad

Tuan Haji Mustafa bin Mohd Nor

Encik Nik Mohamed Zaki bin Nik Yusoff

Encik Mohd Nazri Abu Samah


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SHARIAH ADVISOR AND TRUSTEES

SHARIAH ADVISOR BIMB Securities Sdn Bhd

32nd Floor, Menara Multi-Purpose, Capital Square

No 8, Jalan Munshi Abdullah

50100 Kuala Lumpur

TRUSTEES AmanahRaya Trustee Berhad (344986-V)

Tingkat 15, Wisma AmanahRaya

No. 2 Jalan Ampang

50450 Kuala Lumpur

CIMB Islamic Trustee Berhad (167913-M)

Level 21, Menara CIMB, Jalan Stesen Sentral 2

Kuala Lumpur Sentral

50470 Kuala Lumpur



MANAGEMENT TEAM

• Ameer Ali bin Mohamed - Chief Executive Officer / Chief Investment Officer

Encik Ameer Ali bin Mohamed joined PMB Investment Berhad as its Chief Executive / Chief InvestmentOfficer on 2 April 2012. He has more than 20 years of experience in the capital markets, having enteredinto the securities industry in December 1990 as an investment analyst. He had held positions in researchanalysis and portfolio management including as Fund Manager of then Arab-Malaysian Unit Trusts Berhad;Senior Manager of Affin Fund Management Sdn Bhd; Head of Investment – External Clients for MaybanInvestment Management Sdn Bhd before entrusted to establish and head its Business DevelopmentDepartment; Chief Executive Officer / Chief Investment Officer of OSK Asset Management Sdn Bhd andHead of Research of JF Apex Securities Bhd. Prior to joining PMB Investment, he was the Chief ExecutiveOfficer / Managing Director of Amanah Saham Kedah Bhd. Among others, he was the second-man in a

team that was involved in the development of Malaysia’s first privately managed Islamic equity unit trustfund that was launched in early 1993. En Ameer was the first batch graduate of BBA (Hons) degree fromthe International Islamic University Malaysia, where he completed in 1988 with second class upper honors.He started as a financial journalist with the Business Times before entering into the securities industry. Heis the holder of a Capital Market Services Representative Licence (fund management)

• Isnami bin Ahmad Mohtar – Head of EquityIsnami bin Ahmad Mohtar is the Head of Equity. He holds a Bachelor of Science in Business Administration(Finance) from University of North Carolina at Charlotte, USA. He has more than 15 years of workingexperience in the fund management industry. The experience started in 1996 when he was appointed a

Senior Investment Officer at ASM Mara Unit Trust Management Berhad to manage a small number ofBumiputera funds. He was appointed as the Portfolio Manager in 2000 and was given biggerresponsibilities to manage Syariah and conventional unit trusts and corporate funds. He was made theSenior Manager, Fund Management in 2003. He joined Inter-Pacific Asset Management in August 2007 as aFund Manager, managing all unit trust and corporate fund managed by the company. He obtained hisCMSRL from SC in 2001.



MANAGEMENT TEAM

• Marina binti Ghazali – Head of Marketing

Marina is the Head of Marketing. She holds a degree in Mass Communication, Universiti TeknologiMara (UITM). She has more than 25 years of experience in marketing communication includingpublic relations, advertising and promotion. Currently, Puan Marina manages the functions ofinvestor relation, agency management and development, advertising and promotion. Prior to joiningPMB Investment, she was attached to Pelaburan MARA Berhad as the Head of Human ResourceDevelopment and Corporate Communication. Puan Marina was also with Park May Berhad (1995 – 1997) and a government agency (1988 – 1994).

• Isnaliyah binti Sarwadi – Head of Portfolio Solutions

Isnaliyah binti Sarwadi is the Head of Portfolio Solutions. She assumed the current post in November2010. She has 10 years experience in the financial industry ranging from Market and FinancialResearch, Business Development, Corporate Client Sales & Marketing. She graduated fromUniversity of Essex, Colchester, United Kingdom with BSc (Hons) Information Management withAccounting. She has held a Capital Markets Services Representative License from the SC since 2008.



INVESTMENT SERVICES

1. Unit Trust Funds – we manage 14 Islamic unit trust funds (in-house). They

include equity, index, balanced, money market and capital protected funds.

2. Corporate Funds – we design custom made portfolios tailored to the

specific needs and risk appetite of investors.

3. Institutional Unit Trust Adviser (IUTA) – we are also the licensed distributor

for third party funds.



LIST OF UNIT TRUST FUNDS

No. Shariah Fund Launch / Re-Launch Date Approved Fund Size (Mil Units)

1. Dana Al-Aiman 9.4.68 / 19.5.97 350

2. Dana Bestari 17.7.75 / 3.10.02 250

3. ASM Dana Mutiara 2.2.70 / 5.8.04 100

4. ASM Shariah Aggressive Fund 5.5.72 / 21.11.05 20

5. ASM Shariah Dividend Fund 21.7.08 500

6. ASM Shariah Cash Management Fund 1.11.69 / 08.10.12 200

7. ASM Shariah Capital Protected Sector Linked Fund 29.11.11 500

8. ASM Shariah Premier Fund 14.8.72 / 12.6.95 / 4.2.13 350

9. ASM Shariah Balanced Fund 22.10.77 / 6.12.97 / 4.2.13 100

10. ASM Shariah Index Fund 19.2.69 / 25.3.02 / 4.2.13 250

11. ASM Shariah Growth Fund 28.12.72 / 4.2.13 20

12. ASM Shariah Tactical Fund 29.10.79 100

13 ASM Shariah Mid-Cap Fund 20.4.92 350

14 Amanah Shariah TNB Employee Fund 28.8.95 50

Total 3,140



Disclaimer

The material in this presentation has been prepared by PMB Investment Berhad (PMB Investment) and is

general background information about PMB Investment’s activities current as at the date of this presentation.

This information is given in summary form and does not purport to be complete. Information in this

presentation should not be considered as advice or a recommendation to investors or potential investors in

relation to holding, purchasing or selling securities or other financial products or instruments and does not take

into account your particular investment objectives, financial situation or needs. Before acting on any

information you should consider the appropriateness of the information having regard to these matters, any

relevant offer document and in particular, you should seek independent financial advice. All securities andfinancial product or instrument transactions involve risks, which include (among others) the risk of adverse or

unanticipated market, financial or political developments and, in international transactions, currency risk.

This presentation may contain forward looking statements including statements regarding our intent, belief or

current expectations with respect to PMB Investment’s businesses and operations, market conditions, results

of operation and financial condition, capital adequacy, specific provisions and risk management practices.

Readers are cautioned not to place undue reliance on these forward looking statements. PMB Investment doesnot undertake any obligation to publicly release the result of any revisions to these forward looking statements

to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events.

While due care has been used in the preparation of forecast information, actual results may vary in a materially

positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies

outside PMB Investment’s control. Past performance is not a reliable indication of future performance.



Disclaimer

• Before investing, the investors are advised to read and understand the contents of the prospectus dated28 April 2013 which has been registered with the Securities Commission Malaysia. Among other, theinvestors should consider the fees and charges involved.

• A copy of the prospectus can be obtained from our Head Office, regional offices and authorized unit trustagents. Issue of units to which the prospectus relates to will only be made upon the receipt of anapplication form referred to and accompanying a copy of the prospectus.

• The price of units and distribution payable may go down as well as up. Past performance of the fund doesnot indicate its future performance. Your investment in the fund may be subjected to the interest ratefluctuation risk and issuer/credit risk.

• The information contained herein is not for public distribution and is furnished to the recipient on aconfidential basis. No part of this document may be circulated or reproduced without prior permission ofPMB Investment Berhad (PMB Investment) and does not constitute an offer, invitation or solicitation toinvest in PMB Investment. Any investment product or service offered by PMB Investment is not anobligation of, deposit in or guaranteed by PMB Investment. If investors are in any doubt about any feature

or nature of the investment, they should consult PMB Investment to obtain further information beforeinvesting or seek other professional advice for their specific investment needs or financial situation. Theinformation contained herein is also subject to change without any notice.

Corporate Profile 10.04.14

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