We have created a guide to get you started on your ETF investment journey. The intuitive questionnaire below will display the various options available to you.
An investor who wish to trade ETF on the stock exchange would require a securities trading account, just as it would need one trading stocks.
Head to Step 2 if you have a Trading Account.
If you do not have a Trading Account, you may open one with a regulated broker. Here’s a link where you may create a new account or contact the following licensed dealer from Kenanga Investment Bank Berhad for assistance:
| Janice Kho Ching Chin | Tel : 603-21722612 |
| Yap Kar Yenn | Tel : 603-21722613 |
Eq8 Capital’s ETFs are listed on Bursa Malaysia Securities. Search the ETF of choice using the stock short name or stock code.
Place an order through the order management system or opt for assisted trading services via a licensed dealer or remisier as offered by the broker.
| Eq8 Dow Jones US Titans 50 ETF | Eq8 FTSE Malaysia Enhanced Dividend Waqf ETF | Eq8 MSCI SEA Islamic Dividend ETF | Eq8 MSCI Malaysia Islamic Dividend ETF | Eq8 Dow Jones Islamic Market Malaysia Titans 25 ETF | |
|---|---|---|---|---|---|
| Minimum Trading Units | 100 Units | ||||
| Exchange | Bursa Securities | ||||
| ISIN | MYL0827EA005 | MYL0839EA000 | MYL0825EA009 | MYL0824EA002 | MYL0821EA008 |
| Stock Short Name | EQ8US50 | EQ8WAQF | EQ8SID | EQ8MID | EQ8MY25 |
| Bursa Securities Code | 0827EA | 0839EA | 0825EA | 0824EA | 0821EA |
| Bloomberg Ticker | EQ8US50 MK Equity | EQ8WAQF | EQ8SID MK Equity | EQ8MID MK Equity | EQ8MY25 MK Equity |
Investors such as Institutions, Wealth Managers or any party intending to invest in larger quantities may do so via a Participating Dealer (“PD”).
PDs operate in the Primary Market where the process of Creation (Buy) or Redemption (Sell) take place at the ETF’s Net Asset Value. This unique process allows for large transactions to occur providing ample liquidity at any level.
| EQ8US50 | EQ8WAQF | EQ8SID | EQ8MID | EQ8MY25 | |
|---|---|---|---|---|---|
| Minimum Creation / Redemption Units | 100,000 | 500,000 | 300,000 | 300,000 | 500,000 |
| Base Currency | US Dollar (USD) | Malaysian Ringgit (MYR) | Malaysian Ringgit (MYR) | Malaysian Ringgit (MYR) | Malaysian Ringgit (MYR) |
Please get in touch with us at [email protected] for a guide on this process.
EQ8US50 can be easily accessed by Employees Provident Fund ("EPF") members on EPF’s i-Invest website via Phillip Capital Management Sdn Bhd’s (“PhillipCapital”) managed account, Phillip PMART ETF Eq8 US Titans 50 Shariah Aggressive Portfolio. PhillipCapital is an Authorised Fund Management Institution under EPF’s Member Investment Scheme.
A brief guide have been prepared below to aide your investment process. Join Eq8’s Telegram channel to get a detailed guide on how to invest as well as periodic updates on the products and markets.
Step 1: Activate your EPF i-Akaun (Member)
Step 2: Locate the portfolio and proceed to complete the transaction
Step 3: Account opening in Phillip Invest
An email confirmation of your investment will be sent to your registered email. The updated portfolio will be reflected in your EPF i-Invest account page within 1-4 business days. For further enquiries, please send us an email at [email protected].my
Through a familiar unit trust investment journey, the exposure to EQ8US50 can also be achieved through KSUST50F, a feeder fund issued by Kenanga Investors Berhad ("Kenanga Investors") that invests into EQ8US50 as its target fund. Denominated in Ringgit Malaysia, KSUST50F simplifies access to global equity exposure through a widely used investment structure. For more info, please visit the KSUST50F page .
How to Purchase KSUST50F
* All investment payments are to be made via bank transfer or cheque payable to Kenanga Investors ONLY. No third-party payment and deposit will be acceptable by Kenanga Investors. Kenanga Investors and Sales Representatives shall not accept cash and cash deposit from our investors.
The exposure to EQ8US50 can also be achieved through Phillip PMA ETF Eq8 US Titans 50 Portfolio, a discretionary portfolio managed by Phillip Capital Management Sdn Bhd, with a mandate to provide capital gain over long term. The minimum initial investment amount is RM50,000 while the minimum subsequent investment amount is RM10,000. Click here to learn more about the portfolio.