AmIslamic Funds Management Sdn Bhd

Growing Your Investments in a Changing World
AmIslamic Funds Management Sdn Bhd

AmIslamic Funds Management Sdn Bhd (“AIFM”) –Registration No. 200801029135 (830464-T) was established on 25 August 2008 to be a dedicated Islamic investment solutions provider, which offers a comprehensive and innovative range of Shariah-compliant funds and provides investment management services on all Shariah-compliant assets. AmInvest is the brand name for AIFM.

AmFunds Management Berhad has appointed AIFM, a licensed fund manager approved by the Securities Commission Malaysia (“SC”) on 12 January 2009, to implement its Shariah-compliant funds’ investment strategies to achieve the objectives of its funds.

AIFM is a holder of Capital Markets and Services Licence for the regulated activities of fund management issued under the Capital Markets and Services Act 2007.

As at Financial Year End 2023 (31 March 2023), AIFM is not involved in any material litigation and arbitration, including those pending or threatened, and any facts likely to give rise to any proceedings which might materially affect the business or financial position of AIFM.

Registered Office:
22nd Floor, Bangunan Ambank Group,
55, Jalan Raja Chulan, 50200 Kuala Lumpur
Tel: (03) 2036 2633
Email: enquiries@aminvest.com
Website Address: www.aminvest.com

Business Office:
9th & 10th Floor, Bangunan AmBank Group,
55, Jalan Raja Chulan, 50200 Kuala Lumpur
Tel: (03) 2032 2888
Email: enquiries@aminvest.com
Website Address: www.aminvest.com


More information on AIFM

a) Financial Position

 

b) Assets under Management

As at Financial Year End 2023 (31 March 2023), the total value of assets under management (“AUM”) is RM8.5 billion (i.e 19 funds and 4 private retirement schemes)*.

*Includes the AUM and funds delegated by AFM.

c) Cross Trade

The Manager may conduct cross trades between funds and private mandates it currently manages provided that all criteria imposed by the regulators are met.

Notwithstanding, cross trades between the personal account of an employee of the Manager and the fund's account are strictly prohibited. The execution of cross trade (if any) will be reported to the Investment Committee and disclosed in the fund's report accordingly.


Key Personnel

Diverse and Dedicated Team of Funds Management Specialists

Experienced multidisciplinary specialists that bring the best practices of funds management.

Kevin Wong Weng Tuck
Principal Officer & Chief Investment Officer
Loh Sook Kuan
Compliance Officer

The Board of Directors

The Board of Directors are as follows:​

Ms Chee Li Har (Chairman, Independent)

Ms Chee Li Har (Chairman, Independent) was appointed to the Board of AmIslamic Funds Management Sdn Bhd on 1 April 2019 as Independent Non-Executive Chairman. She is currently an Independent Non-Executive Director of AmInvestment Bank Berhad. Ms Chee holds a Bachelor of Arts-Economics from University of Malaya and Persatuan Kewangan Malaysia Certification (PKMC). In 2013, she returned to Malaysia under TalentCorp Malaysia Returning Expert Program where she set up a new ‘central treasury’ type function for Hong Leong Bank (M) Berhad named Group Asset and Liabilities. In that role, Ms Chee is responsible for driving and supporting the trajectory growth in the regional business and optimising returns/costs of the bank’s balance sheet. She played the key role in making both structural and tactical balance sheet decisions, particularly in the areas of economic profit, liquidity & interest risk management and regulatory compliance. Prior to her promotion to COO/Head, Group Asset and Liability (GALCO) in Hong Leong Bank, Ms Chee was the Regional Head of Asset and Liabilities Management for South East Asia at Standard Chartered Bank, Singapore. In this role, she led multicultural teams in South East Asia and traded in most interest rate products and derivatives. Ms Chee was well recognised for her leadership abilities and sent for leadership programs at INSEAD, Asia Campus and the SAID Business School at University of Oxford. She believes in sharing expertise and was actively engaged in masterclass training and many speaking engagements in South East Asia, including one for Asian Development Bank. Collaboration, drive, integrity and diversity are values that are of utmost importance to her. In living her values, she is a strong proponent of empowering women and amongst a few initiatives that she is currently engaged in, she sits on the committees of International Women’s Federation of Commerce and Industry Malaysia (IWFCI) and a social enterprise for women in Beladin, East Malaysia. Ms Chee is multi-talented. She is an avid artist and creator of wearable art accessories called GoCHeeKS. She has held 3 art exhibitions in Singapore and Malaysia (in part to raise funds for charities and create awareness for hunger).

En Zainal Abidin Bin Mohd Kassim (Independent)
Pn Azian Binti Kassim (Independent)
Ms Goh Wee Peng (Non-Independent)

Ms Goh Wee Peng (Non-Independent) is the Chief Executive of AmInvest, the brand for the funds management business of AmFunds Management Berhad and AmIslamic Funds Management Sdn Bhd. Both companies are wholly-owned subsidiaries of AmInvestment Bank Berhad. Ms. Goh has more than 20 years of experience in the financial industry, over 16 years’ experience are in funds management. Prior to her appointment as CEO in August 2018, she held various senior management roles within AmInvest comprising Acting CEO, Deputy CEO and Chief Investment Officer of Fixed Income. Her financial expertise and experience span money broking, bond trading and funds management. She started her career as a money market broker, then fixed income dealer before joining AmInvest as a credit analyst in 2002. Ms. Goh graduated with a degree in Bachelor of Business (Economics and Finance) from RMIT University, Melbourne, Australia. She holds a Capital Markets Services Representative’s License, Persatuan Forex License, Dealer’s Representative License and is a member of the Federation of Investment Managers Malaysia (FIMM) and Malaysian Association of Asset Managers (MAAM).

Mr Kevin Wong Weng Tuck (Non-Independent)

The Investment Committee

The Investment Committee meets at least five (5) times a year to review the Fund’s investment objectives and guidelines, and to ensure that the Fund is invested appropriately.

The Investment Committee members are:

Mr Arnold Lim Boon Lay (Chairman)

Mr Arnold Lim Boon Lay was appointed to the Board of AmFunds Management Berhad on 15 December 2023 as an Independent Non-Executive Director. Mr Arnold Lim is also the Chairman of the Investment Committee of AmFunds Management Berhad and AmIslamic Funds Management Sdn Bhd. He holds a degree in Applied Science from Universiti Sains Malaysia and Master of Business Administration from the HAAS School of Business, University of California at Berkeley. He has substantial investment management experience having spent approximately 30 years in the industry. Throughout Mr Lim’s career, he has held various positions at asset management companies, including Pacific Mutual Fund Berhad, SBB Asset Management Sdn Bhd and CIMB-Principal Asset Management. While at CIMB-Principal Asset Management, initially as Head of Retail Equities and later as Chief Investment Officer, the company was awarded best Fund House by Edge-Lipper for 2012.

Ms Tracy Chen Wee Keng
Ms Goh Wee Peng

Designated Fund Manager

Kevin Wong Weng Tuck, the Principal Officer and CIO of AIFM, is the designated fund manager for all Islamic funds under AIFM’s management.

Please refer to his credentials above for more information.

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