Company Profile

Pheim Unit Trusts Berhad (PUTB) started its operation in April 2001. We are a Unit Trust Management Company approved by the Securities Commission, and a wholly-owned subsidiary company of Pheim Asset Management Sdn Bhd (PAMSB). PAMSB was founded by Dr Tan Chong Koay and began its operation on 4 January 1994, is one of the maiden asset management companies in Malaysia when the asset management industry was first liberalised. PAMSB is licenced under the Capital Markets and Services Act, 2007 and its clientele comprises high net worth individuals, pension funds, corporate and government bodies.

The main activities of PUTB are to offer, manage and market unit trust funds. PUTB has launched 3 unit trust funds on 28 January 2002 and subsequently launched another 2 unit trust funds on 30 June 2006 and 1 November 2006, respectively.

As at 31 December 2018, PUTB manages five (5) unit trust funds amounting to approximately RM120 million.  The funds are:

  1. Pheim Emerging Companies Balanced Fund (balanced fund)
  2. Dana Makmur Pheim (balanced fund – Islamic/Shariah)
  3. Pheim Income Fund (bond fund)
  4. Pheim Asia Ex-Japan Fund (equity fund)
  5. Pheim Asia Ex-Japan Islamic Fund (equity fund – Islamic/Shariah)

(for information on funds performance, please click here)

Financial position for the past three (3) years:
Financial Year End
31/12/2016 RM(’000) 31/12/2017 RM(’000) 31/12/2018 RM(’000)
Paid-up share capital 12,000 12,000 12,000
Shareholder’s funds 11,757 11,917 12,157
Revenue 1,159 1,748 2,395
Profit before tax 147.5 246.5 290.1
Profit after tax 94.1 159.7 240.0

One of our flagship Islamic funds – Dana Makmur Pheim has won many awards since fund inception, thanks to our proven and time-tested Investment Philosophy – Never Fully Invest At All Times. We strongly believe that strategic asset allocation that takes advantage of major market trends, supported by good stock picks are the key to superior out-performance without taking on unduly high risks.

Dana Makmur Pheim won 5 awards in 2019 Lipper Fund Awards from Refinitiv, being the Best Mixed Asset MYR Balanced Islamic Fund for the periods ended December 2018 as below:

  • Malaysia Islamic, 5-Year (5th consecutive year)
  • Malaysia Islamic, 10-Year (4th consecutive year)
  • Global Islamic, 5-Year (4th consecutive year)
  • Global Islamic, 10-Year (4th consecutive year)
  • Malaysia Provident, 10-Year (2nd consecutive year)

As of to date, Dana Makmur Pheim has won 38 awards of which 23 awards from Lipper Fund Awards from Refinitiv (Malaysia Islamic) and 15 awards from Lipper Fund Awards from Refinitiv (Global Islamic).

As illustrated in the table below, Dana Makmur Pheim won the Best Mixed Asset MYR Balanced Islamic Fund category under the Lipper Fund Awards from Refinitiv, consecutively over the past 5 years.

At Pheim, we endeavour to provide the best services to you and we are committed in maximizing your investment returns while undertaking a reasonable level of risk. At Pheim, we always believe, Your Need is our Focus.