Opus Fixed-Income Products

Our product offering comprises Discretionary Fixed Income Portfolios as well as Wholesale Funds. We offer both conventional and shariah products. Currently, OpusAM manages the following:

Discretionary Mandate Portfolios

For a discretionary mandate portfolio, we will structure a portfolio to meet client's investment objective and risk profile.

  • Tailor made portfolio to client's requirements
  • Actively managed portfolio by Fund Manager
  • For clients who prefer a customised portfolio
  • Monthly report to clients detailing the investment portfolio

List of Discretionary Portfolios
  • Conventional Fixed Income Portfolio - Ringgit Denominated More Details
  • Shariah Fixed Income Portfolio - Ringgit Denominated More Details
  • Conventional Fixed Income Portfolio - Low Risk Asset More Details
  • Fixed Income Portfolio - Ethical Mandate More Details
  • Conventional Fixed Income Portfolio - Global More Details
  • Conventional Fixed Income Portfolio - Foreign More Details

Wholesale Funds

Our Wholesale Funds are unit trust funds, offered only to sophisticated investors and not to the general public as per Securities Commission's guidelines.

A Wholesale Fund pools money from investors and investments are made in accordance with the fund's objectives. Monthly statements, quarterly and annual reports of the wholesale funds will be sent to all investors.

Find out more about our Wholesale Funds

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Conventional Fixed Income Portfolio - Ringgit Denominated

Portfolio Information
Investment Objective The investment objective for fixed income portfolios is aimed to achieve higher returns compared to conventional fixed deposits over a medium to long-term period, while providing stability in capital value by investing mainly in fixed income securities.
Investment Scope Includes all fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors' Profile Best suited for investors:
  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than conventional fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000

Shariah Fixed Income Portfolio - Ringgit Denominated

Portfolio Information
Investment Objective The investment objective for fixed income portfolios is aimed to achieve higher returns compared to Islamic fixed deposits over a medium to long-term period, while providing stability in capital value by investing mainly in shariah-compliant fixed income securities.
Investment Scope Includes all Shariah-compliant fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors' Profile Best suited for investors:
  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than Islamic fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Islamic Fixed Deposit
Minimum Initial Investment RM2,000,000

Conventional Fixed Income Portfolio - Low Risk Asset

Portfolio Information
Investment Objective To achieve higher returns than the benchmark over the medium to long term period while preserving capital by investing in debt securities issued and guaranteed by the Malaysian Government, Bank Negara Malaysia, any other Government Related Bodies and Quasi-Federal Government Related Bodies.
Investment Scope
  • Debt Securities issued or guaranteed by the Malaysian Government, Bank Negara Malaysia, any other Government Related Bodies and Quasi-Federal Government Related Bodies as well as AAA Papers or P1 Papers.
  • Debt Securities issued by Multilateral Development Banks and classified as Low Risk Assets by Bank Negara Malaysia.
Investors' Profile Best suited for investors:
  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than conventional fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000

Fixed Income Portfolio - Ethical Mandate

Portfolio Information
Investment Objective Aimed to achieve higher returns compared to conventional fixed deposits over medium to long-term period, while providing stability in capital value by investing mainly in fixed income securities.
Investment Scope
  • Includes all fixed income instruments, including government securities, commercial papers and corporate bonds.
  • No gaming, tobacco, alcohol sectors are allowed.
Investors' Profile Best suited for investors:
  • Who have medium to long term investment horizon.
  • Who are seeking higher returns than conventional fixed deposits but are averse to risks associated with equity investment.
  • Who seek to participate in the wholesale fixed income market by taking incremental risk to bank deposits.
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000

Conventional Fixed Income Portfolio - Global

Portfolio Information
Investment Objective The investment objective for global fixed income portfolio is aimed to achieve higher returns compared to conventional fixed deposits over a medium to long-term period from investment in a diversified portfolio of fixed income securities of mainly local & foreign debt securities.
Investment Scope Includes all local and foreign fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors' Profile Best suited for investors:
  • Who have medium to long term investment horizon.
  • Want to diversify their overall investment portfolio by including exposure to foreign debts securities.
  • Who have medium risk tolerance
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000

Conventional Fixed Income Portfolio - Foreign

Portfolio Information
Investment Objective To achieve higher returns compared to benchmark over a medium to long term period from investment in a diversified portfolio of foreign fixed income securities.
Investment Scope Includes all foreign fixed income instruments, including government securities, commercial papers and corporate bonds.
Investors' Profile Best suited for investors:
  • Who have medium to long term investment horizon.
  • Is seeking greater diversification in their fixed income securities investment holdings through exposure in foreign markets.
  • Who have medium risk tolerance
Proposed Minimum Investment Period 2 years
Benchmark 12-Month Fixed Deposit
Minimum Initial Investment RM2,000,000