The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to...

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PUBLIC MUTUAL BERHAD INVESTMENT PROPOSAL PREPARED BY: Ida Azerin Razali 012 321 51 90 SPECIALLY FOR: En. Jais Harris

Transcript of The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to...

Page 1: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

PUBLIC MUTUAL BERHAD INVESTMENT PROPOSAL

PREPARED BY: Ida Azerin Razali

012 321 51 90

SPECIALLY FOR:

En. Jais Harris

Page 2: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

The proposal is for investment into our Public China

Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period by investing in a portfolio of

Shariah-Compliantinvestments in the greater China region and

the balancein the domestic market

Thank you for your kind attention and interest in our Company

Page 3: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Abundance of Potential.Grab it, or you will regret it once more !

Page 4: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Unit trust overlook since last year

As we already know, unit trust is an investment vehicle that diversify its pool of money to variety of assets classes. Since November 2007 until November 2008, the world stock market is on its all time bottom averaging for the last 10 years. At that point, it is really really good to invest especially in unit trust because we buy at the lowest price ever.

Since last 8 months, our Public Mutual Funds perform very well, ranging from 15% to 100% of returns. Although the stock market still not recovered yet, but our funds always outperformed the stock market, its benchmark. What a performance from Public Mutual Berhad !.

So, this time around, I would not want you to “miss the opportunity” again. Here I enclosed some of the performance of the funds ranging from last 8 months ago.

Page 5: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Performance of Funds and Benchmarks From 01/01/2009 To 30/09/2009Fund Name Total Return (%)

PIF 33.6008PITTIKAL 33.4967

PIEF 30.4945PFSF 33.6759PIOF 46.1456PFES 50.3608PIDF 29.9320PAIF 42.3362

PFEDF 40.2545PCIF 39.2710

PFECTF 58.3333PCTF 40.8822

PIOGF 29.4301PFETIF 42.6062PISEF 26.7103

Page 6: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Public China Ittikal Since Inception December 2007

Page 7: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Public China Ittikal Nov 07 – Nov 08

Page 8: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

In 12 months, 55.07%!

Page 9: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

PCIF SnapshotsFinancial Year End : 30 NovemberLaunch Date : 20/11/2007Approved Fund Size : 7.5 Billion UnitsCurrent Fund Size

NAV : RM1,220.07 MillionUnits : 6,051.65 Million

Asset Allocation by Country:1. China 47.54%2. Taiwan 30.06%3. Malaysia 10.35%4. Hong Kong 7.05%

Page 10: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

PCIF Snapshots cont.Top 5 Sectors:

1. Industrial 21.22%2. Communications 18.01%3. Energy 13.49%4. Technology 13.30%5. Consumer 11.11%

Top 5 Companies:1. China Mobile Limited 7.59%2. Taiwan Semiconductor Manufacturing

Company Limited 4.76%3. Hon Hai Precision Industry Company Limited

4.43%4. PetroChina Company Limited 3.84%5. CNOOC Limited 3.73%

Page 11: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

PCIF Snapshots cont.It was launched in November 2007, with

initial NAV = 25 cent.As of 29 December, 2009, the NAV is 0.2076

cent, which is – 16.8% Total Return for the past 2 years. It was badly hit due to Global Financial Crisis in 2008.

From November 2007 to November 2008, the fund has lost 43.6% due to the Global Financial Crisis.

However, it bounced back strongly from November 2008 until November 2009, it has registered more than 55% gained!

Page 12: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Do you feel regret?!Upset because of the opportunity lost, during that point of time?

Page 13: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Opportunities AheadAs at today, our Kuala Lumpur Composite Index is

at 1260 points. And for the foreign index, the Dow Jones (US) is at 10,545 points and Shanghai (China) is at 3233 points.

This figure is a positive numbers to us. Normally, after a recession or market correction, the index will bounce back higher than it previous performance. And as you know, Unit trust is always outperformed the benchmark index.1260 to 1500 = 20%KLCI

10,545 to 14000 = 33%Dow Jones

3233 to 6000 = 86%Shanghai

Page 14: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Bursa Malaysia.

1260 to 1500 = 20%

Page 15: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Dow Jones Index.

10,545 to 14000 = 33%

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Shanghai Stock Exchange.

3233 to 6000 = 86%

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So, this is the time to “take action” and start investing in Public Mutual. Don’t miss the boat of opportunities again, or else we need to wait for another cycle of 10 years to get into it.

TIME IS MONEY, SPEED IS PROFIT !

Conclusion

Page 18: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Privileged Health Packages You get to enjoy up to 50% savings on health screening packages at the Pantai Group of Hospitals.

Free Insurance Coverage  Enjoy free Group Personal Accident with Permanent Disability Insurance coverage of RM1.00 for every 1 Qualifying Point subject to a maximum coverage of RM750,000. This coverage ceases in the event that your Qualifying Points drop below 100,000 at any one time.

Privileged Benefits with Public Bank  Get a Free-for-life Platinum Credit Card* from Public Bank for as long as you maintain your Mutual Gold Elite status.  Free Will Writing and Trust Nomination Services  Get your Will written now. PB Trustee and Amanah Raya Berhad can help, and the Will Writing* is free without having to appoint them as Executor.

Free Switching You get to enjoy up to 20 free switching a year.

Red Carpet Banking Privileges  You also get a dose of Red Carpet Banking privileges, offered by Public Bank to their value customers. All that is required of you is to maintain a minimum of RM50,000 in savings, current and unit trust accounts with Public Bank.

Exclusive Mutual Gold Centre  Enjoy a drink and relax in the comfort and ambience of our Mutual Gold Centre while we attend to you.

Mutual Gold Elite Privileges and Benefits

Page 19: The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period.

Thank You