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Takafulink Funds Performance and Information

Keep yourself updated so you can make the most of your investment link plan through our financial and funds reports
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Takafulink Funds Annual Report

2023

 

Local and Foreign Funds

Takafulink Dana Ekuiti Plus

Investment Objective

Takafulink Dana Ekuiti Plus aims to maximise long-term returns through investing into a portfolio of domestic and foreign assets including Shariah-compliant equities and Shariah-compliant equity related securities, Islamic deposits, or any other Islamic financial instruments directly, and/or indirectly through the use of any Islamic funds such as investment-linked funds set up by us, Islamic collective investment schemes and/or exchange traded funds.

a. Master Fund Fact Sheet

Takafulink Dana Ekuiti Plus

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana Asia

Investment Objective

Takafulink Dana Asia aims to provide capital appreciation by investing in Shariah-compliant securities in the Asia Pacific ex-Japan region including Malaysia.

a. Master Fund Fact Sheet

Takafulink Dana Asia 

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Local

Takafulink Dana Ekuiti Income

Investment Objective

Takafulink Dana Ekuiti Income aims to provide a stable income stream with medium to long-term capital growth.

a. Master Fund Fact Sheet

Takafulink Dana Ekuiti Income

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana Ekuiti

Investment Objective

Takafulink Dana Ekuiti aims to maximise medium-to-long term returns by investing in selected Shariah-compliant securities listed on Bursa Malaysia.

a. Master Fund Fact Sheet

Takafulink Dana Ekuiti

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana Sukuk

Investment Objective

Takafulink Dana Sukuk aims to provide medium to long-term accumulation of capital by investing in selected sukuk and Islamic money market instruments.

a. Master Fund Fact Sheet

Takafulink Dana Sukuk

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana Urus

Investment Objective

Takafulink Dana Urus seeks to maximise medium-to-long term returns by investing in Shariah-compliant equities, sukuk and Islamic money market instruments through Takafulink Dana Ekuiti and Takafulink Dana Sukuk, and in any other Takafulink Funds that may become available in the future.

a. Master Fund Fact Sheet

Takafulink Dana Urus

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana Dinamik

Investment Objective

Takafulink Dana Dinamik aims to provide capital appreciation by actively investing in Shariah-compliant equities and Shariah-compliant equity-related securities. For defensive considerations, The Fund may invest in Islamic debentures and Islamic money market instruments.

a. Master Fund Fact Sheet

Takafulink Dana Dinamik

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana Aktif

Investment Objective

Takafulink Dana Aktif aims to provide capital appreciation by investing in small market capitalisation Shariah-compliant securities of companies with growth potential.

a. Master Fund Fact Sheet

Takafulink Dana Aktif

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana Simpanan

Investment Objective

Takafulink Dana Simpanan (The Fund) aims to provide steady income stream through investments in Shariah-compliant deposits/money market instruments.

a. Master Fund Fact Sheet

Takafulink Dana Simpanan

Foreign

Takafulink Dana Ekuiti Dinasti

Investment Objective

Takafulink Dana Ekuiti Dinasti aims to provide long-term capital appreciation by investing in Shariah-compliant investments with exposure to the Greater China region.

a. Master Fund Fact Sheet

Takafulink Dana Ekuiti Dinasti

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

 

Takafulink Dana Ekuiti Global

Investment Objective

Takafulink Dana Ekuiti Global aims to provide capital appreciation by investing in Shariah-compliant investments with exposure to the global equity markets.

a. Master Fund Fact Sheet

Takafulink Dana Ekuiti Global

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

 

Takafulink Dana ESG Global

Investment Objective

Takafulink Dana ESG Global aims to maximise returns over long term by investing in a qualified Sustainable and Responsible Investment (SRI) Fund.

a. Master Fund Fact Sheet

Takafulink Dana ESG Global

b. Monthly Fund Fact Sheet

October 2024

September 2024

August 2024

July 2024

Appendix 1 - Risk Factors & Risk Management Strategies