Management Company's Profile,
Financial Position & Financial Highlights




Kenanga Investors Berhad ("KIB")

KIB is a wholly-owned subsidiary of Kenanga Investment Bank Berhad, an award-winning leading independent investment bank in the country with a continuous commitment towards driving collaboration, innovation, digitalisation and sustainability in the marketplace. KIB is licensed to perform regulated activities of fund management dealing in securities (restricted to unit trusts), investment advice, financial planning, and dealing in Private Retirement Schemes ("PRS") under the Capital Markets and Services Act ("CMSA") 2007. KIB provides investment solutions ranging from collective investment schemes, portfolio management services as well as segregated private mandates and alternative investments for retail, corporate, institutional clients and high net-worth individuals. KIB prides itself on its reputation for its consistent top performance.

The Morningstar Award 2025 has recognised the Kenanga Blue Chip Fund as Best Malaysia Large-Cap Equity Fund.

At the LSEG Lipper Fund Awards Malaysia 2025, KIB received awards for the Kenanga Malaysian Inc Fund under the Best Equity Malaysia Diversified – Malaysia Provident Fund over 10 Years, Kenanga DividendEXTRA Fund under the Best Equity Malaysia Diversified – Malaysia Fund over 3 Years, Kenanga Balanced Fund under the Best Mixed Asset MYR Balance-Malaysia – Malaysia Provident Fund over 10 Years, Kenanga Managed Growth Fund under the Best Mixed Asset MYR Flexible – Malaysia Provident Fund over 10 Years and Kenanga SyariahEXTRA Fund under the Best Mixed Asset MYR Balance - Malaysia – Malaysia Islamic Fund over 10 Years.

The Hong Kong-based Asia Asset Management’s 2025 Best of the Best Awards recognised KIB under the following categories, Malaysia Best Retail Asset Management Company, Best Impact Investing Manager in ASEAN, Malaysia Best Impact Investing Manager, Malaysia Best Equity Manager, Malaysia Best Alternatives Manager, Malaysia Best ESG Engagement Initiative, Malaysia Fund Launch of the Year, Malaysia CEO of the Year and Malaysia CIO of the Year.

We were also recognised at The BrandLaureate BestBrands Awards 2024 - Brand of the Year under the category Wealth Management & Investment Solutions.

The FSMOne Recommended Unit Trusts Awards 2024/2025 has awarded the Kenanga Growth Fund Series 2 with the "Sector Equity – Malaysia Focused" award for the third consecutive year since 2022.

For the eight consecutive year, KIB was affirmed an investment manager rating of IMR-2 by Malaysian Rating Corporation Berhad, since first rated in 2017. The rating considers KIB’s well-established investment processes and sound risk management practices. As at end-June 2024, most of KIB’s funds outperformed their benchmarks and were comparable to peers.

As of 28 February 2025, the firm manages 39 unit trust funds, 2 private retirement schemes (consisting of 6 core funds and 1 non-core fund), 2 exchange-traded funds (ETFs), 29 wholesale funds and other funds from government agencies, pension funds, insurance, corporate and individual clients with total assets under administration amounting to RM21.26 billion.

Financial Highlights

Kenanga Islamic Investors Berhad ("KIIB")

KIIB is a wholly-owned subsidiary of Kenanga Investors Berhad. In line with Kenanga Investors Group's business plans for an Islamic fund management arm, KIIB applied for and received its Islamic fund management license from the Securities Commission in April 2012. The company is licensed to perform regulated activities of fund management under the CMSA.

KIIB is focused on exclusively providing Shariah-compliant investment products to both domestic and regional markets. The company provides Islamic investment solutions in portfolio management services and is currently the appointed external fund manager for Kenanga Investors’ designated Islamic mandates.

KIIB was also affirmed an investment manager rating of IMR-2 by Malaysian Rating Corporation Berhad for the eighth year running. The rating reflects an assessment that mirrors KIB’s due to the significant integration between the two entities by way of shared resources and infrastructure.

As of 28 February 2025, the total assets under management of KIIB stand at approximately RM3.41 billion.

Eq8 Capital Sdn Bhd (“Eq8”)

Eq8 is a wholly-owned subsidiary of Kenanga Investors Berhad. It was incorporated on 25 October 2007. Eq8 hold a Capital Markets Services Licence (CMSL) for fund management in relation to portfolio management which was issued by the Securities Commission Malaysia under the Capital Markets and Services Act 2007. Its principal business activity is the provision of Shariah-compliant investment management services. As of 28 February 2025, Eq8 has a total number of 5 exchange-traded funds (ETFs) and the Assets Under Management (“AUM”) stand at RM350 million.

Kenanga Trustees Berhad (“Kenanga Trustees”)

Kenanga Trustees, a member of Kenanga Investors Group*, is a registered trust company under the Trust Companies Act 1949. The company specialises in a comprehensive range of trust services, including private trust solutions for individuals.

Kenanga Trustees’ tailored estate planning and strategic trust administration offerings serve the dual purpose of wealth preservation and growth across multiple generations, catering to the unique needs of its esteemed clientele.

In addition to private trusts, Kenanga Trustees also provides custodial and escrow agent services to corporate clients, making it the trusted partner for safeguarding and enhancing commercial interests.

*Comprising Kenanga Investors Berhad, Kenanga Islamic Investors Berhad and Eq8 Capital Sdn Bhd.