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MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
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MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL

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PREPARED BY: …

PREPARED BY:
AZZAM FADHLI ROSLAN
SERVICE CONSULTANT
FAHMI GEMILANG CONSULTANCY
MAA TAKAFUL BERHAD

Published in: Economy & Finance, Business
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  • 1. MAA TAKAFUL SINGLE INVEST (MTS) PROPOSAL
  • 2. <ul><li>Company Background (MAA Takaful) </li></ul><ul><li>Company Background (CIMB-Fund Manager) </li></ul><ul><li>Takafulink Single-Invest </li></ul><ul><li>Performance Review </li></ul>AGENDA Contents
  • 3. MAA TAKAFUL BERHAD A joint venture between MAA Holdings Berhad and Bahrain’s Solidarity Co. Incorporated on 2 nd May 2006 (4 Rabiulawal 1427) Company Registration no 731996-H A Composite Takaful Operator More than 10,000 Agents More than 30 branches &amp; Servicing Branches nationwide Paid up Capital of RM100 Million
  • 4. LEADERSHIP AWARDS… 2 nd Malaysia Business Leadership Awards 2010 “ MAA Takaful – Islamic Financial Services Sector’’ (CEO – En. Salim Majid Zain)
  • 5. PRODUCT AWARDS… WINNER FOR 2009 &amp; 2010 MOST OUTSTANDING TAKAFUL PRODUCT “ MAA TAKAFULINK”
  • 6. AGENCY PORTAL AWARDS… WINNER FOR 2011 THE MOST INNOVATIVE AGENCY PORTAL “ INNOVATIVE CONSULTANT MANAGEMENT (iCMS)”
  • 7. COMPANY BACKGROUND Shareholding Structure of CIMB-Principal Asset Management Berhad Principal Financial Group, Inc., USA A Leading Fortune 500 Diversified Global Financial Services Group 40.0% CIMB GROUP Sdn Bhd South East Asia’s Largest Investment Bank 60.0% CIMB-Principal Asset Management Berhad CIMB-Principal (Singapore) Pte Ltd CIMB Wealth Advisors Berhad PT CIMB-Principal Asset Management Malaysia Singapore Indonesia <ul><li>Headquarted in Kuala Lumpur with presence in Singapore, Jakarta &amp; Bangkok. </li></ul><ul><li>Strong Asian investment capabilities with sound track record. </li></ul><ul><li>Serving institutional (government &amp; pension funds) and retail investors since 1995 </li></ul><ul><li>Manages RM26.48 billion (USD8.36 billion) in assets as at 31 August 2010 </li></ul>CIMB-Principal Asset Management Co Ltd Thailand
  • 8. AWARDS &amp; RECOGNITIONS <ul><li>2010 - Best Equity Malaysia Islamic Fund (3 Years): CIMB Islamic DALI Equity Growth Fund </li></ul><ul><li>2010 - Best Equity Malaysia Islamic Fund (5 Years): CIMB Islamic DALI Equity Fund </li></ul><ul><li>2008 - Best Mixed Assets Group Award (3 Years) </li></ul><ul><li>2006 - Best Fund Group: Mixed Assets (3 Years) </li></ul><ul><li>2010 - Best Institutional House </li></ul><ul><li>2010 - CEO of the Year: J. Campbell Tupling </li></ul><ul><li>2009 - Most Innovative Award for Investor Education </li></ul><ul><li>2007 - CEO of the Year: Datuk Noripah Kamso </li></ul><ul><li>2005 &amp; 2006 - Most Improved Fund House in Malaysia </li></ul><ul><li>2005 &amp; 2006 - Marketing Personality of the Year: Datuk Noripah Kamso </li></ul><ul><li>2005 &amp; 2006 - Most Innovative Product in Malaysia </li></ul><ul><li>2006 - Best Offshore Fund: CIMB-Principal Global Asset Spectra Fund </li></ul><ul><li>2005 - Regional Merit Award for Best Client Service (Runner-Up) </li></ul><ul><li>2008 - Malaysia Islamic Equity (3 Yrs): CIMB Islamic DALI Equity Growth Fund </li></ul><ul><li>2005 &amp; 2006 - Malaysia Fund House of the Year </li></ul><ul><li>2010 - Best Malaysian Equity Fund (1-Year): CIMB Islamic Equity Aggressive Fund </li></ul><ul><li>2010 - Best Malaysian Equity Fund (5-Year): CIMB Islamic Equity Fund </li></ul><ul><li>2010 - Best Asian Equity Fund (1-Year): CIMB Islamic Asia Pacific Equity Fund </li></ul><ul><li>2009 - Best Malaysian Equity Fund (3 Years): CIMB Islamic DALI Equity Growth Fund </li></ul><ul><li>2009 - Best Islamic Fund: CIMB Islamic DALI Equity Growth Fund </li></ul><ul><li>2010 - Best Islamic Balanced Fund: CIMB Islamic Balanced Fund </li></ul><ul><li>2010 - Best Asset Manager in Southeast Asia </li></ul>
  • 9. 2010 Review: Recent Industry Recognition CIMB-Principal AWARDS &amp; RECOGNITIONS 2010 Best Equity Malaysia Islamic Fund (3 Years): CIMB Islamic DALI Equity Growth Fund 2010 Best Equity Malaysia Islamic Fund (5 Years): CIMB Islamic DALI Equity Fund 2010 Best Asset Manager in Southeast Asia 2010 Best Institutional House 2010 CEO of the Year: J. Campbell Tupling 2010 Best Malaysian Equity Fund (1-Year): CIMB Islamic Equity Aggressive Fund 2010 Best Malaysian Equity Fund (5-Year): CIMB Islamic Equity Fund 2010 Best Asian Equity Fund (1-Year): CIMB Islamic Asia Pacific Equity Fund 2010 Best Islamic Balanced Fund: CIMB Islamic Balanced Fund
  • 10. 2010 Review: Recent Industry Recognition CIMB-Principal COMPANY BACKGROUND 2010 Best Asset Management Company 2010 Most Outstanding Islamic Fund Manager 2010 Best Asset Management House for the Asia Region
  • 11. 130% Takaful Coverage Example: Initial Contribution = RM5,000,000 Benefit #1 TAKAFULINK SINGLE-INVEST Year 5 4 3 2 1 Initial (RM) RM6,500,000 130% Death &amp; TPD Benefit 5,070,000 5,001,800 5,101,000 5,118,400 6,516,079 5,130,000 5,115,500 RM5,000,000 6,750,000 5,240,490 5,527,504
  • 12. Benefit #2 Higher Potential Return than Fixed Deposit FD rates decreasing every year 3-Year FD rate currently at 2.30% pa Rates TAKAFULINK SINGLE-INVEST
  • 13. Liquidity of the Fund Benefit #3 TAKAFULINK SINGLE-INVEST Minimum Initial Investment : RM5,000 Additional Minimum RM500 Withdrawal Minimum RM500 Minimum Balance RM5,000 Fee: RM50 per withdrawal
  • 14. Benefit #4 Total Flexibility a. FUND SWITCHING c. DECREASE Takaful Coverage/ Contribution b. INCREASE Takaful Coverage/ Contribution Shariah Flexi Fund TAKAFULINK SINGLE-INVEST Shariah Growth Fund Shariah Income Fund Shariah Balanced Fund
  • 15. Benefit #5 Wide Range of the Funds TAKAFULINK SINGLE-INVEST MAAT SHARIAH IF MAAT SHARIAH BF MAAT SHARIAH FF MAAT SHARIAH GF Category Bond Balanced Growth Growth Type Income Income + Growth Capital + Growth Capital + Growth Equity Range 0%-30% 10%-70% 10%-90% 30%-95% Benchmarks Absolute Target Return: 5% p.a. Absolute Target Return: 7% p.a. 9% on 3-year rolling basis Relative Return of FBM Shariah Index
  • 16. PERFORMANCE REVIEW… Note: Ranked #1 in all sectors
  • 17. PERFORMANCE REVIEW… TOTAL PERFORMANCE FROM JULY 2008 – AUGUST 2011 (GROWTH FUND)
  • 18. PERFORMANCE REVIEW… TOTAL PERFORMANCE FROM JULY 2008 – AUGUST 2011 (BALANCED FUND)
  • 19. PERFORMANCE REVIEW… TOTAL PERFORMANCE FROM JULY 2008 – AUGUST 2011 (INCOME FUND)
  • 20. PERFORMANCE REVIEW… TOTAL PERFORMANCE FROM SEPT 2010 – AUGUST 2011 (FLEXI FUND)
  • 21. PERFORMANCE REVIEW… TOTAL PERFORMANCE FROM OUR INV. LINKED FUNDS NAV PER UNIT SINCE INCEPTION YTD 2009 YTD 2010 DATE 26/9/07 % Change % Change % Change Growth Fund RM0.500 9.16% 36.41% 21.82% Balanced Fund RM0.500 7.32% 19.46% 16.69% Income Fund RM0.500 7.96% 6.19% 5.44% Flexi Fund RM0.500 (Since 7/10/10) 9.20% as at 18/1/11 Nil 5.77%
  • 22. PERFORMANCE REVIEW… OUR NEW INV. LINKED FUNDS FOR 2010 – FLEXI FUND ‘ Right Timing and Active’ Strategy ‘ Bearish Market’ ‘ Bullish Market’ Fixed Income Securities (10% - 90%) 90% Equities &amp; equity-related securities (10% - 90%) 90%
  • 23. <ul><li>This presentation is prepared by MAAT on a strictly confidential basis and solely for general information, without taking into account any specific investment objectives, financial situation or needs of any particular category of investors, and should not be construed as a recommendation, offer, invitation or solicitation to subscribe for, buy or sell the securities mentioned herein. </li></ul><ul><li>The opinions, statements and information contained in this presentation are based on available data believed to be reliable and related to the terms and conditions of a financial transaction. MAAT does not warrant the accuracy, completeness or fairness of such opinions, statements and information and no reliance thereon by any person shall give rise to any claim whatsoever against MAAT. </li></ul>DISCLAIMER Thank You &amp; Wassalam

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