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INVESTMENT PLANNING

OPTIMIZE YOUR CAPITAL TO MAXIMIZE POTENTIAL RETURNS

A single premium investment-linked plan that offers superior financial advantages to maximize the potential return on your capital. This plan does not charge anything upfront on your single premium; it helps ensure that all of your money is working for you from the onset of your investment.

Option of 12 funds to suit your need:

AIA Equity Fund

Strategic asset allocation in equity and equity-related securities listed on Bursa Malaysia in order to maximize medium to long-term capital appreciation.

 

AIA Fixed Income Fund

Strategic asset allocation in fixed income securities and money market instruments in order to provide a safe and steady income and medium to long-term capital appreciation.

 

AIA Managed Fund

Strategic asset allocation in equity and equity-related securities listed on Bursa Malaysia, fixed income securities and money market instruments in order to maximize medium to long-term capital appreciation. The target asset allocation is 80% in equities and 20% in fixed income securities.

 

AIA Dana Progresif

Strategic asset allocation in Syariah-approved securities listed on Bursa Malaysia and Islamic dept securities in order to maximize medium to long-term capital appreciation. The target asset allocation is 80% in equities and 20% in Islamic dept securities.

 

AIA Medium Cap Fund

Asset allocation up to 95% in small to medium capitalization equity and equity related securities listed on Bursa Malaysia in order to maximize medium to long-term capital appreciation.

 

AIA Aggressive Fund

Asset allocation up to 95% in equity and equity related securities listed on Bursa Malaysia in order to maximize to long-term capital appreciation. The equities selected are skewed towards stocks that are traded below their Initial Public Offer (IPO) price.

 

AIA Dana Dinamik

Asset allocation up to 95% in Syariah-approved securities listed on Bursa Malaysia in order to maximize medium to long-term appreciation.

 

AIA New Horizon Fund

Seeks to provide medium to long-term capital growth by investing in equity and equity-related securities of companies in both local and global markets permissible by prevailing regulations.

 

AIA Asia Platinum Fund

Seeks to provide long-term capital growth by investing in equity and equity-related securities of companies in 3 regional markets i.e. Greater China, India and Japan.

 

AIA Eleven Plus Fund

This fund objective is to deliver competitive total returns by investing in a mix of small and large-capitalization equity, and fixed income funds offered by AIG. This fund invest U.S., Europe, Japan, Asia Pacific and emerging markets which include but are not limited to Central & Eastern Europe, South East Asia, Latin America and Africa, with the flexibility to continue investing in newer funds as may be launched in the future.

 

International Small Cap Fund

This fund objective is to provide long-term capital growth by investing in equity and equity-related investments in small to medium sized companies whose assets, products or operations are in Europe, Southeast Asia and Japan.

 

AIA Dana Bond Fund

This fund objective is to provide medium to long-term capital appreciation by investing in selected sukuks (Islamic equivalent of bonds) and Islamic money market instruments in Malaysia.