Funds DetailPortofolio ExposureAsset Management Wakalah Charge
Takafulink Dana Aktif (TDA)1Local Funds1.50%
Takafulink Dana Asia (TDAS)2Local and Foreign Funds1.50%
Takafulink Dana Dinamik (TDK)Local Funds1.25%
Takafulink Dana Ekuiti (TDE)3Local Funds1.50%
Takafulink Dana Ekuiti 2 (TDE2)Local and Foreign Funds1.50%
Takafulink Dana Ekuiti Dinasti (TDED)Foreign Funds1.50%
Takafulink Dana Ekuiti Global (TDEG)Foreign Funds1.50%
Takafulink Dana Ekuiti Income (TDEI)4Local Funds1.50%
Takafulink Dana Ekuiti Plus (TDEP)4Local and Foreign Funds1.50%
Takafulink Dana Impak Global (TDIG)5Foreign Funds1.50%
Takafulink Dana Simpanan (TDS)6Local FundsN/A
Takafulink Dana Sukuk (TDB)Local Funds0.50%
Takafulink Dana Urus (TDU)Local Funds1.30%


Notes:
    1 - Not applicable to UOB products
    2 - Not applicable to UOB & BSN products
    3 - No longer available for new Conribution from 15 Nov 2026 onwards
    4 - Not applicable to UOB & SCB products
    5 - Applicable to Agency products only
    6 - Not applicable to all on-shelf products

 

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.

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.

Investment Objective

Takafulink Dana Ekuiti 2 aims to maximise long-term returns through investing into a portfolio of domestic and global 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 Islamic exchange traded funds.

Master Fund Fact Sheet

Monthly Fund Fact Sheet

Investment Objective

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

Investment Objective

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

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.

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.

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.

Investment Objective

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

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.

Master Fund Fact Sheet

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.

Investment Objective

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

Investment Objective

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