Our Story

Built on Trust,
Driven by Performance

ZY-Invest was founded in December 2021 as a private investment collective, pooling capital from a trusted network of family and close associates to access institutional-quality investment strategies.

Our Mission

To compound wealth systematically over the long term through disciplined equity investing, transparent reporting, and a fair distribution framework that rewards all participants proportionally to their contribution.

Our Philosophy

We believe that patient capital, combined with rigorous analysis and risk controls, consistently outperforms speculative approaches over full market cycles. Every investment must have a clear thesis, defined risk parameters, and an exit plan.

Fund Overview

Inception Date
Dec 13, 2021
Base Currency
MYR (RM)
Fund Type
Private Equity Fund
Primary Market
Bursa Malaysia
Current NTA
RM 1.0245
AUM
RM 961,707
Trading Days
1,557+
Last Update
Mar 19, 2026
Investor Returns

Distribution Policy

ZY-Invest operates a structured three-tier distribution policy designed to reward investors consistently and fairly.

Interim Dividend

≥ 80% Payout

Based on revenue income after deducting interest and management expenses. Paid at each financial year end (November 30).

Final Dividend

≥ 10% Payout

Based on net profit excluding gross profit. Distributed at end of calendar year (December 31).

Special Dividend

≥ 10% Payout

Based on non-investment income on a discretionary basis. May be declared at any time at management's discretion.

Milestones

ZY-Invest Journey

Key milestones in ZY-Invest's growth and development since inception.

Dec 2021

Fund Inception

ZY-Invest was established with the support of founding investors. Initial capital was strategically deployed into Bursa Malaysia equities to capture long-term value.

May 2022

Capital Structure Expansion

Asset Under Management (AUM) surpassed the RM 100k threshold. Strengthened the capital structure through the onboarding of new investors to support broader market exposure.

Nov 2022

Inaugural Financial Year (FY22)

Successfully concluded the first financial year of operations, establishing a track record of rigorous financial reporting and transparency.

2024

Dividend Policy

Formalized the Fund Distribution Policy and executted the first dividend distribution since inception, demonstarting a commitement to returning consistent value to stakeholders.

Dec 2024

Operational Optimization

Transitioned to an advanced Excel VBA-based portfolio dashboard. This platform Strengthened management oversight through enhanced data visualization and risk monitoring.

2025

Record Performance Milestone

Achieved a significant profitability peak with net profit reachiing approximately RM 160k+, reflecting the success of the fund's concentrated investment strategies.

Apr 2026

Strategic AUM Milestone

The fund officially crossed the RM 1 Million AUM mark, signaling a major scale-up in operations and continued investor confidence.

Present

Digital Infrastructure Evolution

Currently developing an integrated digital ecosystem. This official web platform will provide real-time portfolio tracking, automated NTA monitoring, and centralized document management.