Ride on the Success of Founder-led Shariah-Compliant Companies with Public e-Islamic Pioneer Entrepreneur 40 Fund

Public Bank’s wholly-owned subsidiary, Public Mutual, is launching a new fund named Public e-Islamic Pioneer Entrepreneur 40 Fund (PeIPE40F) on 21 April 2021.

PeIPE40F aims to ride on the success of founder-led companies and will invest up to a maximum of 40 Shariah-compliant stocks primarily focused on pioneer entrepreneur stocks, which refer to stocks of companies whereby the founder of the company is part of the company’s management team and/or sits on the company’s board of directors at the point of purchase.

Some of the world’s most innovative and successful companies have one thing in common – they are run by their founders, who usually have a clear vision for the company’s future and the desire to build a successful company that lasts. PeIPE40F will invest primarily in these companies, as they tend to benefit from better innovation, greater adaptability and long-term sustainability.

As PeIPE40F focuses its investments in a portfolio of up to 40 stocks, it enables the Fund to take concentrated positions in selected key stocks with good fundamentals and strong earnings growth potential. In order to achieve long-term capital growth, the Fund will invest 75% to 98% of its net asset value (NAV) in Shariah-compliant equities globally, with the balance invested in sukuk and Islamic liquid assets.

The Fund is available exclusively online via our Public Mutual Online (PMO) platform with a minimum initial and additional investment amount of RM100 and a sales charge of as low as 3.75%. The initial issue price for PeIPE40F is RM0.2500 per unit during the 21-day initial offer period from 21 April to 11 May 2021.

In addition, the first 100 new investors¹ who enrol via the New Investor Enrolment on Public Mutual’s website and invest at least RM3,000 per transaction into PeIPE40F through online investment during the campaign period will receive an additional 300 units of PeIPE40F. All qualified investors will also receive one lucky draw entry and stand a chance to win up to 10,000 additional units of the Fund. Interested investors may find out more about the campaign at www.publicmutual.com.my. Terms and conditions apply.

All statements of transactions, investments and reports regarding PeIPE40F will be made available online to unit holders. For more details of the Fund, please get in touch with Public Mutual’s unit trust consultants (UTCs) or visit any Public Mutual or Public Bank branch nationwide.

Public Mutual is Malaysia's largest private unit trust company with more than 160 funds under its management. It is also an approved Private Retirement Scheme (PRS) provider, managing nine PRS funds. It has a total of 31 branches/customer service centres nationwide. As at end-February 2021, the fund size managed by the Company was more than RM100 billion^{^}.

¹A new investor is defined as an investor who has never invested with Public Mutual before.

^{^}Source: As listed in Lipper, March 2021 and inclusive of our wholesale funds.

Investors are advised to read and understand the contents of the Prospectus of Public e-Islamic Pioneer Entrepreneur 40 Fund dated 21 April 2021 and the Fund’s Product Highlights Sheet (PHS) before investing. Investors should understand the risks of the Fund and compare and consider the fees, charges and costs involved in investing in the Fund. A copy of the Prospectus and PHS can be viewed at our website www.publicmutual.com.my. Investors should make their own assessment of the merits and risks of the investment. If in doubt, investors should seek professional advice. Please refer to www.publicmutual.com.my for our investment disclaimer.