Dear Business Partners and Investors,

We have the greatest pleasure to inform you that two of our Unit Trust Funds, DANA MAKMUR PHEIM and PHEIM INCOME FUND, are once again eligible for the EPF-MIS.

This scheme is available with effect from 2nd September 2013 to eligible investors.

Please do not hesitate to contact any of our Customer Care personnel on 03-2142 8888 or email us at support@pheimunittrusts.com should you require any further information or clarification.

We look forward to serving you better in the future.

Two of our Funds are on the Recommended Unit Trusts Awards 2013/14. There are the Pheim Emerging Companies Balanced Fund and Pheim Asia Ex-Japan Islamic Fund.

Mr. Ong Kheng Liat, CEO of Pheim Unit Trusts Bhd (right) receiving the Awards from Mr. Dennis Tan, Managing Director of Fundsupermart.com , Malaysia

From left to right, Mr. Ong Kheng Liat, CEO, Pheim Unit Trusts Bhd, Dr. Tan Chong Koay, Chief Strategist, Pheim Asset Management Sdn Bhd, Mr. James Lau, Director of Portfolio Investment Pheim Asset Management Sdn Bhd.

From left to right, Mr Dennis Tan, Managing Director Fundsupermart.com Malaysia, Mr. Ong Kheng Liat, CEO, Pheim Unit Trusts Bhd, Dr. Tan Chong Koay, Chief Strategist Pheim Asset Management Sdn Bhd. Mr. James Lau, Director of Portfolio Investment, Pheim Asset Management Sdn Bhd, Ms. Demi Chan, Assistant Director, Fundsupermart.com.

Wednesday, June 5th, 2013

“Dr Tan Chong Koay has to be one of the most senior fund managers in the country. With 37 years of investing experience under his belt and a string of awards and recognitions (including one by Morningstar, which ranked his Asean Emerging Companies Growth Fund number one in terms of total return in US dollars for one-to 15 year periods ended December 2010 for it Morningstar Category ASEAN Equity Funds) he has seen both the highs and the lows of the industry…” – Jacobs, J. (2013, June). Keep Calm and Invest Wisely. Personal Money, 10-12.

For his take on the markets, he was quoted as saying that currently Malaysia has become attractive because its stock market has lagged its Asean peers due to concerns about the general election.

For a full transcript of Dr Tan’s investment philosophy and his view on the markets, please refer to the article titled as above on page 10-12 of the Personal Money June 2013 issue. It also can be found on https://pheimunittrusts.com/keep-calm-and-invest-wisely/.

Pheim Asset Managements’s Chief Strategist (Manager for Dana Makmur Pheim) was recently featured in the Edge Malaysia and these are some of the highlights:

Dana Makmur amassed a cumulative return of 137.38% for the past decade, making an average return of 13.76 per annum.For the 10 Year period, Dana Makmur Pheim competes with 30 other Funds. The average return for this category for this duration was 114.29%. We have been able to weather several crises well, such as the Severe Acute Respiratory Syndrome(SARS) in 2203 and the 2008 Global Financial Crises.

Pheim’s  disciplined and effective investment philosophy of not fully investing at all times has enabled the Fund to pick up several awards throughout its 10 year existence. Dana Makmur Pheim, previously won the The Mixed Asset Islamic/Syariah Funds award over a 1 year period at the Edge-Lipper Malaysia Unit trusts Fund Awards 2003 and 2004. It also picked up the Best Mixed Asset MYR Balanced-Islamic Fund Award for the 5 year Period ended Dec 2007.

25th February 2013- DANA MAKMUR PHEIM has won the Best Fund 10 Years in the Mixed Asset MYR Balance, Malaysia. Receiving the award is Dr. Tan Chong Koay, Founder of Pheim Asset Management from Datuk Ranjit Singh, Chairman of the Securities Commission.

It is our greatest pleasure to inform you that our Dana Makmur Pheim has won The Edge Lipper Fund Awards 2013 as the BEST FUND 10 YEARS in the Mixed Asset MYR Balanced Malaysia Category. This was a very competitive pool of 31 FUNDS! For the 10 year Period, Dana Makmur Pheim  made a total return of 137.58% vs Benchmark of 97.98%  a outperformance of 39.6%. To break this down succinctly Dana Makmur Pheim made a simple average return of 13.76% per Annum.

Dana Makmur  Pheim is a  Balanced portfolio of Shariah Compliant equities and Sukuk with a maximum equity of 60% in Malaysia. This is the 5^th Award since it’s inception in 2002. The 1^st and 2^nd Award was in 2003 and 2004 when it won The Edge Lipper Malaysia Fund Awards in the ONE year Mixed Asset Islamic/ Shariah Funds. In 2003 the return was 34% vs benchmark 13.38% and 2004 the return was 12.31% vs Benchmark of 7.03%. The 3^rd Award was in 2005 in which the Fund was Ranked No 1 By The Edge Lipper  in Terms of Total return for 3 Year Period ending 2005.The return was 25.15% vs benchmark of 11.4%. The 4^th award was in 2008 when it won the Best Fund in the Mixed Asset MYR Balanced Islamic Fund for 5 Year Period. The return was 102.1% vs Benchmark of 74.1%. Please note that Dana Makmur Pheim has weathered through a series of extremely serious crisis notably the SARS in 2003 and 2204 and the Global Financial crisis in 2008.

Below is the  DANA MAKMUR PHEIM 10 Year Performance and Distribution History:

Based on our past 10 years’ cumulative return of 137.58%, Dana Makmur Pheim simple average yearly return was 13.76%. We hope to achieve a similar performance going forward in long run. It should be noted, however, that past return may not be indicative of future performance.

Based on the table above, Dana Makmur Pheim has consistently paid good dividends every year. We hope to maintain a reasonably good dividend payout.