List of EPF Investment Funds By CIMB Wealth Advisor

Posted by Kris | Saturday, July 23, 2011 | | 2 comments »

Here is the list of EPF approved funds under the CIMB Wealth Advisors. Since this is not a Public Mutual Fund, remember you can get very very low charges if you buy them under CIMBCLICKs thru CIMBCLICKEINVEST. Click on the link here to see the step by step to do this.

It is an easy and CHEAP way to buy mutual funds under CIMB and other funds besides Public Mutual. See here. Link.


1)      CIMB Islamic DALI Equity Growth Fund
2)      CIMB Islamic DALI Equity Theme Fund
3)      CIMB Islamic Small Cap Fund

1)      CIMB-Principal Equity Aggressive Fund 1
2)      CIMB-Principal Equity Aggressive Fund 3
3)      CIMB-Principal Equity Fund
4)      CIMB-Principal Equity Fund 2
5)      CIMB-Principal KLCI-Linked Fund*
6)      CIMB-Principal Small Cap Fund 

Mixed Assets
4)      CIMB Islamic Balanced Growth Fund
5)      CIMB Islamic Balanced Fund
7)      CIMB-Principal Income Plus Balanced Fund 
8)      CIMB-Principal Balanced Income Fund 

6)      CIMB Islamic Sukuk Fund
9)        CIMB-Principal Bond Fund
10)     CIMB-Principal Strategic Bond Fund

Money Market
7)      CIMB Islamic Money Market Fund
11)     CIMB-Principal Deposit Fund

**All funds with the word "Islamic" as part of their naming convention is Shariah compliant.


  1. ChampDog // 6:54 PM  

    Which CIMB fund is the most performing fund? :)

  2. Kris // 10:28 AM  

    I am not entirely sure from the list. But i think the Index linked funds should performed well seeing our KLCI index is breaking new highs.