FAQs: InvestPro General
The InvestPro plan is designed to provide you with an opportunity to use your EPF savings to invest in unit trusts. This is possible as InvestPro makes your money work hard for you through HLAM’s selected Funds available under the EPF’s Members Investment Scheme.
Through this scheme, you may diversify your investment portfolio for potential wealth accumulation and provide for your golden years. Hong Leong InvestPro also offers group term life insurance/Takaful which covers both death and total permanent disability due to natural or accidental causes and is provided to eligible1 unitholders.
Notes:
1Kindly refer to our latest Master Prospectus/offering documents for further information.
* The list of Funds under the EPF-MIS is subject to an annual evaluation that is conducted by Employees Provident Fund together with Federation of Investment Managers Malaysia based on criteria that is approved by the Ministry of Finance. Unitholders may contact HLAM for the most updated list.
* The fees and charges for these Funds are disclosed under their respective fund pages.
* Unitholders who subscribed to Hong Leong Strategic Fund and Hong Leong Consumer Products Sector Fund which were available under this scheme prior to 1 April 2022 are entitled to insurance/Takaful coverage.
| Fund Name | Fund Category | Fund Type | Geographical Location | Launch Date |
|---|---|---|---|---|
| Hong Leong Strategic Fund | Mixed Assets | Growth & Income | Malaysia | 08-03-2005 |
| Hong Leong Balanced Fund | Balanced | Growth & Income | Malaysia | 29-04-2002 |
| Hong Leong Dana Maa’rof | Balanced (Islamic) | Growth & Income | Malaysia | 25-03-2003 |
| Hong Leong Dana Makmur | Equity (Islamic) | Growth | Malaysia | 12-11-2001 |
| Hong Leong Consumer Products Sector Fund | Equity | Growth | Malaysia | 29-08-2000 |
| Hong Leong Dividend Fund | Equity | Growth & Income | Malaysia | 06-01-2005 |
| Hong Leong Value Fund | Equity | Growth | Malaysia | 26-04-1999 |