ASSET MANAGEMENT

JOHOR INVESTMENT BERHAD provides customized investment solutions to institutional and High Net Worth investors in line with each investor’s specific needs and risk parameters. All assets are managed in-house with expertise across equities & fixed income and a special focus on investments in the Asia region and globally.

IN-HOUSE MANAGED MUTUAL FUNDS

Johor Investment Berhad manages Johor Investment Berhad SEA Fund, the largest mutual fund based in Malaysia and the largest Sharia-compliant SEA fund in the world. The fund applies a disciplined medium-term value investment approach, investing in Shari’a compliant, SEA listed equities and fixed income instruments. In addition, JIB manages Johor Investment Berhad SEA ETF (ticker Maya), the world's second largest Islamic, single-country exchange traded fund (ETF). Listed on the Malaysia Stock Exchange, Maya seeks to track the index of the largest Sharia-compliant Malaysia stocks. JIB continues to work on developing new products suitable for its clients in Malaysia and internationally.

SEGREGATED MANDATES

JOHOR INVESTMENT BERHAD works with governments, corporate investors and pension funds to manage their endowments, pension funds, investments and surplus cash. Through segregated mandates, JOHOR INVESTMENT BERHAD creates bespoke solutions for investors based on their investment goals, risk tolerance and investment goals. JOHOR INVESTMENT BERHAD Asset Management Group also works closely with High Net Worth Individuals to provide customized solutions to protect and enhance their wealth.

JOHOR INVESTMENT BERHAD SEA FUND (SOUTH EAST ASIA FUND)

One of largest and most successful Sharia-compliant SEA funds in the region JOHOR INVESTMENT BERHAD SEA Fund was launched in May 2010. Its success has stemmed from a belief that markets have significant opportunities, which allow the extraction of significant alpha (returns). The fund seeks to unearth uncommon value across SEA equities and sukuk.

With in-depth and rigorous analysis of companies (the sectors and countries they operate in), the fund applies an 18-24-month investment view aiming to capture material returns where current valuations do not fully reflect future prospects. Where necessary, the fund is more nimble when sufficiently attractive, shorter-term opportunities emerge.

We share our investors’ desire to focus on responsible investments, seeking to achieve sustainable growth. Importantly, studies by JOHOR INVESTMENT BERHAD and others show this does not compromise performance, in fact principle-based investing has materially enhanced returns over the long term.

JOHOR INVESTMENT BERHAD SEA Fund invests across the Eleven-nation, SEA Investment Council (SIC). SIC members are Brunei, Burma (Myanmar), Cambodia, Timor-Leste, Indonesia, Laos, Malaysia, the Philippines, Singapore, Thailand and Vietnam.. The fund only invests in Sharia-compliant securities (as guided by our Shariah Supervisory Board) enabling investors to access compelling and responsible growth within the SEA region.

South East Asia equities are the primary focus

JJOHOR INVESTMENT BERHAD works with governments, corporate investors and pension Johor Investment Berhad SEA Fund focuses on regional, listed equities. The fund seeks to invest in companies with superior corporate governance, stronger management teams, durable market position and improving cash generation prospects. In addition to equities, the fund also invests in Shari’a-compliant fixed income (sukuk) and cash. Debt funding (Loan) is equally considered.

Ethical, responsible, sustainable: Our fund, as well as its investm

Experience

The fund’s multinational investment team has rich regional and global experience in equity and fixed income investing. Team members have strong track records of successful portfolio management and research.

Stock picking is key

We believe in-depth fundamental research is a pre-requisite to identifying long-term winners and unearthing value opportunities

In-house research

The fund’s multinational investment team has rich regional and global experience in equity and Johor Investment Berhad carries out in-house research on regional companies determined by our thematic screening process.

Low fees, enhanced performance

In order to enhance investor returns, Johor Investment Berhad SEA Fund’s fees have been set competitively.

• One-off subscription fee, up to 1%
• Management fee of 1.25% of Net Asset Value (NAV) per annum. Management fee is charged on a monthly basis
• Performance fee of 20% above the hurdle rate of 24%, to be charged, if any, every 2 years from June 2021 till May 2024.

This fee ensures fund manager interests are aligned with investors. If the fund delivers more than 24% return over a 24-month period, the fund manager is eligible to share 20% of the excess return. Example. If the fund returned 28% over 2-years (net of fees), the fund manager would share 20% of 4% or 0.8%, so net return would be 27.2%. Minimum subscription

RM 35,000 for individual investors
RM 350,000 for institutional investors

Johor Investment Berhad SEA Fund (M) and Johor Investment Berhad SEA Fund (F) Johor Investment Berhad SEA Fund was previously known as Johor Investment Berhad SEA Fund (M). A separate fund, Johor Investment Berhad SEA Fund (F) followed the same investment strategy as Johor Investment Berhad SEA Fund (M), but was reserved for non-Malay investors with a base currency of US Dollars; the base currency of Johor Investment Berhad SEA Fund (M) was Malaysia Ringgit.

During 2019, Johor Investment Berhad SEA Fund (M) was renamed Johor Investment Berhad SEA Fund. In October 2019, to allow benefits of greater scale, and after consultation with all investors, Johor Investment Berhad SEA Fund and Johor Investment Berhad SEA Fund (F) were merged. Investors in Johor Investment Berhad SEA Fund (F) had their units swapped with those of Johor Investment Berhad SEA Fund and Johor Investment Berhad SEA Fund (F) became inactive. This entire procedure was conducted with the approval, and under the scrutiny of the fund regulator, the Malaysia Central Bank.

FINANCIAL ADVISORY

The Financial Advisory Group provides a wide range of services with a focus on providing Shariah compliant solutions suitable to our client’s unique needs. We adopt a robust and client-centric approach to fully understand our client’s strategic objectives and provide customized and innovative solutions. Underpinning this approach is our commitment to act as the “trusted advisor” for our clients in providing capital market and corporate finance advisory services which include:

1. Capital Markets: Equity Capital Markets advisory: IPOs, secondary offerings, Accelerated Equity Offerings, Equity-linked products Debt Capital Markets advisory: General debt advisory, sukuk issuance & Placement.

2. Mergers & Acquisitions: Buy-side and sell-side advisory services for local and cross-border transactions, deal negotiation

3. Corporate Finance: Capital structure optimization, equity and debt market positioning, corporate restructuring. Our team of highly dedicated investment professionals has experience in regional and international markets covering multiple sectors including financial services, consumer goods, real estate, transportation, telecom, retail and oil & gas. We have invaluable experience in working with the local regulatory authorities and manage the end-to-end process, from initial planning stage to final execution, to successfully complete strategically important transactions for our clients We are interested in funding Projects and Businesses that includes Oil and Gas, Agriculture, Mining, Tech, and Telecommunications, Infrastructure, Real Estate development, Maritime, Hospitality, Biotechnology, Health Care, Renewable Energy, Solar, Wind, Biofuel, Biomass, Geothermal, Hydro Power, Green Energy Storage, Natural Gas, Carbon Emission Control Projects, Aviation, LNG Projects, Production, Manufacturing, Education etc., both on-going and startups.