In tandem with the completion of our merger with SBB Asset Management, we will be implementing a new name
convention across all our Funds for ease of communication with our investors.
The new name convention carries through CIMB Group’s new brand identity and is an extension of the rebranding
of CIMB in 2006 in line with its transformation into a universal banking group.
This is part of our ongoing efforts to provide ease of identification and convenience to our investors. The
designated names are standardized to describe the asset classes of all the funds under our stable. All our Islamic funds will
be streamlined with names to be preceded with the prefix “CIMB Islamic” while names of conventional funds are designated with
the prefix “CIMB-Principal” for ease of identification.
Investors will find that the new fund names offer an instant description of the fund's attributes, while
ensuring consistency across all funds.
Conventional Funds
| Category |
Existing Fund Name |
New Name |
| Balanced |
Balanced Returns Fund |
CIMB-Principal Balanced Fund |
| Income Plus Fund |
CIMB-Principal Income Plus Balanced Fund |
| SBB Global Balanced Fund |
CIMB-Principal Global Balanced Fund |
| SBB Retirement Balanced Fund |
CIMB-Principal Balanced Growth Fund |
| SBB Savings Fund |
CIMB-Principal Balanced Income Fund |
| Bond |
Institutional Bond Fund |
CIMB-Principal Institutional Bond Fund |
| Institutional Bond Fund 2 |
CIMB-Principal Institutional Bond Fund 2 |
| Lifetime Bond Fund |
CIMB-Principal Bond Fund |
| Multi-Maturity Income Fund 1 |
CIMB-Principal Multi-Maturity Income Fund 1 |
| SBB Bond Fund |
CIMB-Principal Bond Fund 2 |
| SBB Returns Guaranteed Fund Series 1 |
CIMB-Principal Returns Guaranteed Fund Series 1 |
| Strategic Bond Fund |
CIMB-Principal Strategic Bond Fund |
| Xcess Income Fund |
CIMB-Principal Xcess Income Fund |
| Emerging Asia Fund |
CIMB-Principal Emerging Asia Fund |
| Future Goals Fund |
CIMB-Principal Equity Aggressive Fund 3 |
| Equity |
Global Titans Fund |
CIMB-Principal Global Titans Fund |
| Hidden Treasures Fund |
CIMB-Principal Small Cap Fund |
| SBB Asian Equity Fund |
CIMB-Principal Asian Equity Fund |
| SBB Composite Index Fund |
CIMB-Principal KLCI-Linked Fund 2 |
| SBB Crystal Equity Fund |
CIMB-Principal Equity Growth Fund |
| SBB Double Growth Fund |
CIMB-Principal Equity Growth & Income Fund |
| SBB Emerging Companies Growth Fund |
CIMB-Principal Small Cap Fund 2 |
| SBB Equity Income Fund |
CIMB-Principal Equity Income Fund |
| SBB Global Growth Fund |
CIMB-Principal Global Growth Fund |
| SBB HGF Sequel Fund |
CIMB-Principal Equity Fund 4 |
| SBB High Growth Fund |
CIMB-Principal Equity Fund 2 |
| SBB Index-Linked Fund |
CIMB-Principal KLCI-Linked Fund |
| SBB Premium Capital Fund |
CIMB-Principal Equity Fund |
| SBB Sector Rotation Fund |
CIMB-Principal Equity Aggressive Fund 2 |
| SBB Strategic Equity Fund |
CIMB-Principal Equity Aggressive Fund 1 |
| SBB Value Fund |
CIMB-Principal Equity Fund 3 |
| Mixed Asset |
Global Asset Spectra Fund |
CIMB-Principal Global Asset Spectra Fund |
| Money Market |
SBB Money Market Fund |
CIMB-Principal Money Market Fund |
| Xcess Cash Fund |
CIMB-Principal Xcess Cash Fund |
| Structured Product |
Global Income Fund |
CIMB-Principal Global Income Fund |
Islamic Funds
| Category |
Existing Fund Name |
New Name |
| Balanced |
Lifetime Dana Barakah |
CIMB Islamic Balanced Growth Fund |
| SBB Dana Al-I’tidal |
CIMB Islamic Balanced Income Fund |
| SBB Dana Al-Mizan |
CIMB Islamic Balanced Fund |
| Bond |
Lifetime Dana Fayyad |
CIMB Islamic Short Term Sukuk Fund |
| Lifetime Dana Wafiq |
CIMB Islamic Enhanced Sukuk Fund |
| SBB Dana Al-Hafiz |
CIMB Islamic Sukuk Fund |
| Equity |
Asia Pacific Adil Fund |
CIMB Islamic Asia Pacific Equity Fund |
| Lifetime Dana Mubarak |
CIMB Islamic Equity Aggressive Fund |
| SBB Dana Al-Azam |
CIMB Islamic Small Cap Fund |
| SBB Dana Al-Faiz |
CIMB Islamic Micro Cap Fund |
| SBB Dana Al-Hikmah |
CIMB Islamic Enhanced Index Fund |
| SBB Dana Al-Ihsan |
CIMB Islamic DALI Equity Growth Fund |
| SBB Dana Al-Ihsan 2 |
CIMB Islamic DALI Equity Fund |
| SBB Dana Al-Ikhlas |
CIMB Islamic Equity Fund |
