TradePlus Shariah Gold Tracker – ETF Emas Patuh Shariah Pertama

Kemaskini Mac 2020

Total return*

2019: 17.44%
2020: 22.66%


Berita baik untuk mereka yang nak membuat pelaburan emas secara patuh Shariah. Sekarang sudah ada cara yang lebih kos efektif iaitu dengan membelinya di Bursa Malaysia. Bagaimana?

Melalui TradePlus Shariah Gold Tracker yang merupakan exchange traded fund (ETF) emas yang Shariah compliant.

ETF emas ini diuruskan oleh Affin Hwang Asset Management Bhd (Affin Hwang AM).

Menurut website mereka:

The TradePlus Shariah Gold Tracker (“Fund”) provide investors a Shariah-compliant avenue to invest in physical gold without the hassle of storing or insuring gold bullion. The Fund closely tracks the returns of gold through an Exchange-traded Fund structure; where units are tradeable on Bursa Malaysia Securities.

Antara perkara yang perlu kita ambil tahu:

  1. 95% aset ETF ini disimpan dalam bentuk emas fizikal, dibeli dari gold refiners accredited by London Bullion Market Association (“LBMA”). Emas tersebut disimpan di Singapura.
  2. Penasihat Shariah adalah Amanie Advisors, firma perunding Shariah yang terkenal.
  3. Pemilikan emas tersebut adalah fully allocated and held in a segregated basis!
  4. TradePlus Shariah Gold Tracker disenaraikan di Bursa Malaysia, kod 0828EA. Jadi ETF ini adalah cara pemilikan emas yang sangat mudah!
  5. Boleh dibeli dalam USD (primary market) atau RM (secondary market)
  6. Emas fizikal dapat dituntut dengan syarat yang ditetapkan. Sehingga nota ini disediakan, jumlahnya adalah 500,000 unit.

Berdasarkan screenshot dari website mereka bertarikh 6 Disember 2017, closing price 1 unit TradePlus Shariah Gold Tracker ialah RM 1.740 yang bersamaan dengan 0.01 gram emas.

Sama seperti pembelian saham, jumlah unit minima adalah 100 unit. Maka, kos yang perlu dibayar adalah RM 1.740 x 100 unit = RM 174 sebelum kos brokege dan lain-lain.

Gambar dan laporan berita di bawah pula dari The Edge.

First Shariah-compliant commodity ETF launched by Affin Hwang AM

KUALA LUMPUR (Dec 6): Affin Hwang Asset Management Bhd (Affin Hwang AM) has rolled out its first exchange traded fund (ETF), which aims to provide investors with investment results that closely track the performance of gold prices through a Shariah-compliant investment structure.

Dubbed “TradePlus Shariah Gold Tracker”, the fund will invest a minimum of 95% of its net asset value (NAV) in physical gold bars purchased from London Bullion Market Association (LBMA)-accredited refineries, with the remaining balance invested in Islamic money market instruments and/or Islamic deposits for liquidity purposes.

In a statement today, Affin Hwang AM managing director Teng Chee Wai said the fund is the first of its kind in the domestic market, which will provide investors with a low-cost and efficient entry point to gain exposure to gold, by tracking the LBMA Gold Price AM index — a commonly used benchmark for gold ETFs globally.

On the performance of gold, Teng said the precious metal remains one of the most popular form of investments that is proven to be a quality long-term store of value.

“For instance, in the last two bear market cycles during the 1997 Asian Financial Crisis and 2008-GFC (February 1997-August 1998; December 2007-March 2009), we saw the performance of gold moving counter to the benchmark FBM KLCI, which was down 75.2% and 39.6% respectively, while gold returns had soared above 20%.

“Thus, investors are able to prevent losses from being amplified during heightened periods of market volatility, especially in view of potential geopolitical risks and flare-ups that continue to be a mainstay of markets for time to come,” Teng added.

Bursa Malaysia Bhd chief executive officer Datuk Seri Tajuddin Atan said the stock exchange has rolled out several initiatives to support ETF listing and trading, aimed at improving the Malaysian ETF market’s liquidity and vibrancy.

These include a new market-making incentive for ETFs. The government has also announced that ETF trading on Bursa will be exempted from stamp duty, starting next year.

“This is set to spur ETF trading activities even further,” Tajuddin added.

Certified by advisory firm Amanie Advisors, which also acts as the fund’s Shariah adviser, TradePlus Shariah Gold Tracker’s investment structure requires each unit of the fund to be physically-backed and segregated on an allocated basis in a secure vault.

Investors are provided with an option for physical redemption (subject to fees & charges), for a minimum redemption unit block of 500,000 units, which is equivalent to an estimated 5kg of gold, Affin Hwang AM said.