Friday, January 4, 2008

CIMB基金改名正式生效

CIMB集团的成立至今,约一年多的时间了,假如还把南方银行的缩写“SBB”继续用在旗下的基金名字上,实在有点不大合时。名字是一定要改的,本来以为管理层顶多只是把“SBB”变成“CIMB-Principal”,真没想到变化会如此的巨大。简直可以拿改头换面来形容,一时间还真的适应不了,频频出现状况。一些蛮有特色的名字,譬如双喜成长基金(Double Growth Fund),改变后变得平凡无比,很遗憾。话虽然如此,改变也并非一无是处,最大的特点是每个基金的种类变得更一目了然了,从名字上立即就可看得出来。

名单中,频频出现的“sukuk”,其实是回教债券的意思,是种可在交易市场中交易的债务型商品,交易规则必须遵守伊斯兰教教法的规定。回教债券不能涉及保险及金融衍生商品、期货与选择权以及一切和猪肉、酒类与赌场有关的业务。目前香港刚刚通过的伊斯兰基金是1种新型但也必须受回教教教法(Shariah)的规范的金融商品,仅能投资于被认可的投资产品与范围。马来西亚是全球第1个发行回教债券的国家,因为波斯湾地区的石油出口带给当地可观的收入,因此投资、购买能力也大幅提升。有监于马来西亚的成功,印尼甚至非回教国家的日本与英国也有意进入这个领域。[wikipedia]

NoExisting fund nameNew name
1SBB Asian Equity FundCIMB-Principal Asian Equity Fund
2SBB Bond FundCIMB-Principal Bond Fund 2
3SBB Composite Index FundCIMB-Principal KLCI-Linked Fund 2
4SBB Crystal Equity FundCIMB-Principal Equity Growth Fund
5SBB Dana Al-AzamCIMB Islamic Small Cap Fund
6SBB Dana Al-FaizCIMB Islamic Micro Cap Fund
7SBB Dana Al-HafizCIMB Islamic Sukuk Fund
8SBB Dana Al-HikmahCIMB Islamic Enhanced Index Fund
9SBB Dana Al-I'tidalCIMB Islamic Balanced Income Fund
10SBB Dana Al-IhsanCIMB Islamic DALI Equity Growth Fund
11SBB Dana Al-Ihsan 2CIMB Islamic DALI Equity Fund
12SBB Dana Al-IkhlasCIMB Islamic Equity Fund
13SBB Dana Al-MizanCIMB Islamic Balanced Fund
14SBB Double Growth FundCIMB-Principal Equity Growth & Income Fund
15SBB Emerging Companies Growth FundCIMB-Principal Small Cap Fund 2
16SBB Enterprise FundCIMB-Principal Micro Cap Fund 2
17SBB Equity Income FundCIMB-Principal Equity Income Fund
18SBB Global Balanced FundCIMB-Principal Global Balanced Fund
19SBB Global Growth FundCIMB-Principal Global Growth Fund
20SBB HGF Sequel FundCIMB-Principal Equity Fund 4
21SBB High Growth FundCIMB-Principal Equity Fund 2
22SBB Index-Linked FundCIMB-Principal KLCI-Linked Fund
23SBB Money Market FundCIMB-Principal Money Market Fund
24SBB SBB Premium Capital FundCIMB-Principal Equity Fund
25SBB Retirement Balanced FundCIMB-Principal Balanced Growth Fund
26SBB Returns Guaranteed Fund Series 1CIMB-Principal Returns Guaranteed Fund Series 1
27SBB Savings FundCIMB-Principal Balanced Income Fund
28SBB Sector Rotation FundCIMB-Principal Equity Aggressive Fund 2
29SBB Strategic Equity FundCIMB-Principal Equity Aggressive Fund 1
30SBB Value FundCIMB-Principal Equity Fund 3
31Asia Pacific Adil FundCIMB Islamic Asia Pacific Equity Fund
32Balanced Returns FundCIMB-Principal Balanced Fund
33Emerging Asia FundCIMB-Principal Emerging Asia Fund
34Future Goals FundCIMB-Principal Equity Aggressive Fund 3
35Global Asset Spectra FundCIMB-Principal Global Asset Spectra Fund
36Global Income FundCIMB-Principal Global Income Fund
37Global Titans FundCIMB-Principal Global Titans Fund
38Hidden Treasures FundCIMB-Principal Small Cap Fund
39Income Plus FundCIMB-Principal Income Plus Balanced Fund
40Institutional Bond FundCIMB-Principal Institutional Bond Fund
41Institutional Bond Fund 2CIMB-Principal Institutional Bond Fund 2
42Lifetime Bond FundCIMB-Principal Bond Fund
43Lifetime Dana BarakahCIMB Islamic Balanced Growth Fund
44Lifetime Dana FayyadCIMB Islamic Short Term Sukuk Fund
45Lifetime Dana MubarakCIMB Islamic Equity Aggressive Fund
46Lifetime Dana WafiqCIMB Islamic Enhanced Sukuk Fund
47Lifetime Dana FayyadCIMB Islamic Short Term Sukuk Fund
48Multi-Maturity Income Fund 1CIMB-Principal Multi-Maturity Income Fund 1
49Steady Returns Bond FundCIMB-Principal Steady Returns Bond Fund
50Strategic Bond FundCIMB-Principal Strategic Bond Fund
51Xcess Cash FundCIMB-Principal Xcess Cash Fund
52Xcess Income FundCIMB-Principal Xcess Income Fund

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