📌 What is the FTSE4Good Bursa Malaysia ETF?
The FTSE4Good Bursa Malaysia ETF (0820EA) carries a remarkable dual distinction: it is both Malaysia's oldest ETF and its first SRI-qualified ETF.
Launched on 7 June 2007 as the FTSE Bursa Malaysia KLCI etf, it spent nearly two decades as a straightforward tracker of the FBM KLCI's 30 blue-chip stocks. In October 2025, under a Replacement Prospectus, it rebranded and shifted its benchmark to the FTSE4Good Bursa Malaysia (F4GBM) Index — a significantly broader, ESG-screened universe of 147 Malaysian companies.
The fund is managed by AmFunds Management Berhad (marketed under the AmInvest brand) — Malaysia's dominant ETF manager, with approximately RM 1.8 billion in ETF assets under management and roughly 75% market share of Malaysia's ETF industry.
🌱 The FTSE4Good ESG Framework
To qualify for the F4GBM Index, a company must score ≥2.9 out of 5 on FTSE Russell's annual ESG assessment.
All Bursa Malaysia main-market PLCs are assessed annually. The index is reviewed semi-annually in June and December, aiming to include roughly half of the EMAS Index by free-float market cap.
Hard Exclusions (Global FTSE4Good Rules)
The F4GBM index does not apply sector exclusions for conventional banking, gambling, or alcohol beyond the global tobacco and weapons screens. Inclusion is primarily determined by ESG score — meaning well-governed conventional banks like Maybank and Public Bank qualify.
🏢 Top Holdings
The F4GBM Index covers 147 companies — a far broader exposure than the old 30-stock KLCI. The index is free-float cap-weighted, so large-cap financials dominate the top positions, but mid-cap industrials, healthcare and consumer names add meaningful diversification.
| # | Company | Sector | Est. Weight |
|---|
Approximate weights based on FTSE Russell index composition (Q4 2025). Verify current holdings in the official daily basket disclosure at aminvest.com.
📊 Portfolio Breakdown
Sector Allocation
Market Segment
Source: FTSE Russell Factsheet, February 2025. Reviewed semi-annually.
💰 Fees & Charges
| Component | Rate (p.a.) | Notes |
|---|---|---|
| Management Fee | 0.50% | AmFunds Management Berhad (AmInvest) |
| Trustee Fee | 0.05% | HSBC (Malaysia) Trustee Berhad |
| Index Licence Fee | ~0.04% | FTSE Russell (FTSE4Good licence) |
| Total Expense Ratio | ~0.59% | Estimated all-in annual cost |
| Brokerage | Up to 0.70% | Per trade (min RM 40). Online brokers typically charge 0.08–0.10%. |
| Stamp Duty | RM 1 per RM 1,000 | Max RM 200. Payable by both buyer and seller. |
There are no entry fees (no sales charge). At ~0.59% TER, 0820EA is one of the most cost-efficient ETFs in Malaysia. Confirm exact fees in the Replacement Prospectus dated 1 October 2025.
⚖️ How Does It Compare?
| ETF | Index | Stocks | TER | Screen |
|---|---|---|---|---|
| 0820EA F4GBM-EA FTSE4Good Bursa Malaysia ETF |
FTSE4Good BM | 147 | ~0.59% | ✓ ESG/SRI |
| 0821EA EQ8 DJ Malaysia Titans 25 |
DJIM Malaysia Titans 25 | 25 | 0.49% | ✓ Shariah |
| 0824EA EQ8 MSCI Malaysia Islamic Div |
MSCI Malaysia Islamic Div | 21 | 0.505% | ✓ Shariah |
| 0839EA EQ8 FTSE Malaysia Enhanced Div Waqf |
FTSE Malaysia Enh. Div | 34 | ~0.74% | ✓ Shariah / Waqf |
0820EA offers something none of the others do: broad ESG exposure with 147 stocks including conventional banks. If you want the widest Malaysian equity diversification with an ESG filter and don't need Shariah compliance, 0820EA is your only option on Bursa.