PMB Investment Berhad PMB Investment Berhad. Strictly private and confidential.

CORPORATE PROFILE



APRIL 2014
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PMB Investment Berhad
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CORPORATE STRUCTURE
(Ministry of Rural and Regional Development)
(100% owned by MARA)
PMB Investment Berhad
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CORPORATE BACKGROUND

Incorporated on 15 January 1993, PMB Investment Berhad (PMB Investment) is a
wholly-owned subsidiary of Pelaburan MARA Berhad (PMB), formerly known as
ASM Investment Services Berhad. PMB Investment has over three decades of
experience in managing unit trust funds and is a pioneer in the industry.

PMB Investment has a paid-up capital of RM5.0 million and as at 31 March 2014, its
shareholders funds stood at RM10.9 million.

PMB Investment is licensed by the Securities Commission Malaysia to offer funds
management services and also to be involved in regulated activities of unit trusts.

As at 31 March 2014, total funds under management stood at RM504 million,
comprising RM323 million unit trust funds and RM181 million portfolio mandates.

PMB Investment Berhad
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CORPORATE VISION


To be a leading and preferred Shariah
compliant fund manager in Malaysia





PMB Investment Berhad
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CORPORATE MISSION

Shareholder : Provides optimum return and value added services.

Stakeholder : A responsible and caring corporate citizen.

Investors : Provides returns that commensurate with the acceptable risk tolerance
levels.

Customers : Offers innovative products and services.

Staff : Be a conducive place for the development of expertise in Islamic Finance,
particularly in the area of investments.


PMB Investment Berhad
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BOARD / INVESTMENT COMMITTEE MEMBERS

BOARD OF DIRECTORS

YBhg. Datuk (Dr) Zamani bin Md Noor - Chairman
YBhg. Dato Sri Haji Abd Rahim bin Haji Abdul
YBhg. Professor Dr. Faridah binti Haji Hassan
Tuan Haji Mansoor bin Ahmad
Encik Nik Mohamed Zaki bin Nik Yusoff
Encik Nazim Rahman
Encik Ameer Ali Mohamed


INVESTMENT COMMITTEE

Tuan Haji Wan Abdul Rahman bin Wan Abu Samah - Chairman
Tuan Haji Mansoor bin Ahmad
Tuan Haji Mustafa bin Mohd Nor
Encik Nik Mohamed Zaki bin Nik Yusoff
Encik Mohd Nazri Abu Samah

PMB Investment Berhad
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SHARIAH ADVISOR AND TRUSTEES
SHARIAH ADVISOR BIMB Securities Sdn Bhd
32
nd
Floor, Menara Multi-Purpose, Capital Square
No 8, Jalan Munshi Abdullah
50100 Kuala Lumpur
TRUSTEES AmanahRaya Trustee Berhad (344986-V)
Tingkat 15, Wisma AmanahRaya
No. 2 Jalan Ampang
50450 Kuala Lumpur

CIMB Islamic Trustee Berhad (167913-M)
Level 21, Menara CIMB, Jalan Stesen Sentral 2
Kuala Lumpur Sentral
50470 Kuala Lumpur

PMB Investment Berhad
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MANAGEMENT TEAM
Ameer Ali bin Mohamed - Chief Executive Officer / Chief Investment Officer
Encik Ameer Ali bin Mohamed joined PMB Investment Berhad as its Chief Executive / Chief Investment
Officer on 2 April 2012. He has more than 20 years of experience in the capital markets, having entered
into the securities industry in December 1990 as an investment analyst. He had held positions in research
analysis and portfolio management including as Fund Manager of then Arab-Malaysian Unit Trusts Berhad;
Senior Manager of Affin Fund Management Sdn Bhd; Head of Investment External Clients for Mayban
Investment Management Sdn Bhd before entrusted to establish and head its Business Development
Department; Chief Executive Officer / Chief Investment Officer of OSK Asset Management Sdn Bhd and
Head of Research of JF Apex Securities Bhd. Prior to joining PMB Investment, he was the Chief Executive
Officer / Managing Director of Amanah Saham Kedah Bhd. Among others, he was the second-man in a
team that was involved in the development of Malaysias first privately managed Islamic equity unit trust
fund that was launched in early 1993. En Ameer was the first batch graduate of BBA (Hons) degree from
the International Islamic University Malaysia, where he completed in 1988 with second class upper honors.
He started as a financial journalist with the Business Times before entering into the securities industry. He
is the holder of a Capital Market Services Representative Licence (fund management)

Isnami bin Ahmad Mohtar Head of Equity
Isnami bin Ahmad Mohtar is the Head of Equity. He holds a Bachelor of Science in Business Administration
(Finance) from University of North Carolina at Charlotte, USA. He has more than 15 years of working
experience in the fund management industry. The experience started in 1996 when he was appointed a
Senior Investment Officer at ASM Mara Unit Trust Management Berhad to manage a small number of
Bumiputera funds. He was appointed as the Portfolio Manager in 2000 and was given bigger
responsibilities to manage Syariah and conventional unit trusts and corporate funds. He was made the
Senior Manager, Fund Management in 2003. He joined Inter-Pacific Asset Management in August 2007 as a
Fund Manager, managing all unit trust and corporate fund managed by the company. He obtained his
CMSRL from SC in 2001.

PMB Investment Berhad
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MANAGEMENT TEAM

Marina binti Ghazali Head of Marketing
Marina is the Head of Marketing. She holds a degree in Mass Communication, Universiti Teknologi
Mara (UITM). She has more than 25 years of experience in marketing communication including
public relations, advertising and promotion. Currently, Puan Marina manages the functions of
investor relation, agency management and development, advertising and promotion. Prior to joining
PMB Investment, she was attached to Pelaburan MARA Berhad as the Head of Human Resource
Development and Corporate Communication. Puan Marina was also with Park May Berhad (1995
1997) and a government agency (1988 1994).

Isnaliyah binti Sarwadi Head of Portfolio Solutions
Isnaliyah binti Sarwadi is the Head of Portfolio Solutions. She assumed the current post in November
2010. She has 10 years experience in the financial industry ranging from Market and Financial
Research, Business Development, Corporate Client Sales & Marketing. She graduated from
University of Essex, Colchester, United Kingdom with BSc (Hons) Information Management with
Accounting. She has held a Capital Markets Services Representative License from the SC since 2008.


PMB Investment Berhad
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INVESTMENT SERVICES

1. Unit Trust Funds we manage 14 Islamic unit trust funds (in-house). They
include equity, index, balanced, money market and capital protected funds.

2. Corporate Funds we design custom made portfolios tailored to the
specific needs and risk appetite of investors.

3. Institutional Unit Trust Adviser (IUTA) we are also the licensed distributor
for third party funds.

PMB Investment Berhad
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LIST OF UNIT TRUST FUNDS
No. Shariah Fund Launch / Re-Launch Date Approved Fund Size (Mil Units)
1. Dana Al-Aiman 9.4.68 / 19.5.97 350
2. Dana Bestari 17.7.75 / 3.10.02 250
3. ASM Dana Mutiara 2.2.70 / 5.8.04 100
4. ASM Shariah Aggressive Fund 5.5.72 / 21.11.05 20
5. ASM Shariah Dividend Fund 21.7.08 500
6. ASM Shariah Cash Management Fund 1.11.69 / 08.10.12 200
7. ASM Shariah Capital Protected Sector Linked Fund 29.11.11 500
8. ASM Shariah Premier Fund 14.8.72 / 12.6.95 / 4.2.13 350
9. ASM Shariah Balanced Fund 22.10.77 / 6.12.97 / 4.2.13 100
10. ASM Shariah Index Fund 19.2.69 / 25.3.02 / 4.2.13 250
11. ASM Shariah Growth Fund 28.12.72 / 4.2.13 20
12. ASM Shariah Tactical Fund 29.10.79 100
13 ASM Shariah Mid-Cap Fund 20.4.92 350
14 Amanah Shariah TNB Employee Fund 28.8.95 50
Total 3,140
PMB Investment Berhad
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Disclaimer
The material in this presentation has been prepared by PMB Investment Berhad (PMB Investment) and is
general background information about PMB Investments activities current as at the date of this presentation.
This information is given in summary form and does not purport to be complete. Information in this
presentation should not be considered as advice or a recommendation to investors or potential investors in
relation to holding, purchasing or selling securities or other financial products or instruments and does not take
into account your particular investment objectives, financial situation or needs. Before acting on any
information you should consider the appropriateness of the information having regard to these matters, any
relevant offer document and in particular, you should seek independent financial advice. All securities and
financial product or instrument transactions involve risks, which include (among others) the risk of adverse or
unanticipated market, financial or political developments and, in international transactions, currency risk.

This presentation may contain forward looking statements including statements regarding our intent, belief or
current expectations with respect to PMB Investments businesses and operations, market conditions, results
of operation and financial condition, capital adequacy, specific provisions and risk management practices.
Readers are cautioned not to place undue reliance on these forward looking statements. PMB Investment does
not undertake any obligation to publicly release the result of any revisions to these forward looking statements
to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events.
While due care has been used in the preparation of forecast information, actual results may vary in a materially
positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies
outside PMB Investments control. Past performance is not a reliable indication of future performance.
PMB Investment Berhad
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Disclaimer
Before investing, the investors are advised to read and understand the contents of the prospectus dated
28 April 2013 which has been registered with the Securities Commission Malaysia. Among other, the
investors should consider the fees and charges involved.

A copy of the prospectus can be obtained from our Head Office, regional offices and authorized unit trust
agents. Issue of units to which the prospectus relates to will only be made upon the receipt of an
application form referred to and accompanying a copy of the prospectus.

The price of units and distribution payable may go down as well as up. Past performance of the fund does
not indicate its future performance. Your investment in the fund may be subjected to the interest rate
fluctuation risk and issuer/credit risk.

The information contained herein is not for public distribution and is furnished to the recipient on a
confidential basis. No part of this document may be circulated or reproduced without prior permission of
PMB Investment Berhad (PMB Investment) and does not constitute an offer, invitation or solicitation to
invest in PMB Investment. Any investment product or service offered by PMB Investment is not an
obligation of, deposit in or guaranteed by PMB Investment. If investors are in any doubt about any feature
or nature of the investment, they should consult PMB Investment to obtain further information before
investing or seek other professional advice for their specific investment needs or financial situation. The
information contained herein is also subject to change without any notice.