Customised Mandate | Principal Asset Management

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We currently manage over 90 unit trust funds / mutual funds regionally and over 100 corporate and institutional accounts. Our capabilities encompass both actively and passively managed portfolios

We are a fundamental based house with a regionally integrated fixed income team of 17 investment professionals of Portfolio Managers and Credit Analysts in Kuala Lumpur, Singapore, Jakarta & Bangkok.

With years of credit experience and a proven track record, we combine our market insights, investment ideas and rigorous methodology to deliver consistent fixed income performance to our valued clients. Our stringent credit selection is not only based on standard ratings but we ensure that we exercise further credit refinement, internally.

Geographically, our fixed income breadth & depth covers:

Asia-Pacific ex-Japan
ASEAN
Single Country: Malaysia, Indonesia, Singapore & Thailand
ASEAN Sukuk, Asian Sukuk & Global Sukuk

Our investment management capabilities to manage your mandates based on our fixed income approach and methodology include:

Conventional / Shariah-compliant / Ethical
Income Repatriation according to client’s requirements
Other considerations depending on nature of client’s business and goals

Our process is focused on the early identification of fundamental change

We believe alpha is generated from disciplined portfolio construction with superior stocks with the following characteristics:

Improving and sustainable business fundamentals
Attractive relative valuations
Increasing investor expectations

We make country, sector & tactical cash-equity calls.

Investment Methodology

MUTUAL FUND CONTAINS RISK. A PROSPECTIVE INVESTOR MUST READ AND UNDERSTAND THE PROSPECTUS PRIOR TO INVEST IN MUTUAL FUND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE.

PT Principal Asset Management adalah Manajer Investasi yang terdaftar dan diawasi oleh Otoritas Jasa Keuangan (OJK)