Let invest with unit trust

A professionally managed, collective investment scheme that pools unit-holders’ monies and invest it toward a specific goal as declared by the investment objective of the scheme.

Aims to provide above-average returns in the form of income distribution and capital growth with reasonable risk, to medium-to-long term investors.

Investing in a broadly diversified portfolio of stocks and bonds


How Unit Trust Accommodates Your…

EPF Investment Scheme
~ Better return for EPF retirement saving.
~ EPF return is around 4%-5% and hardly beat inflation rate.

Retirement Plan
~ Additional to EPF.
~ EPF study shows that almost 69% of retirees deplete their EPF funds within the first 3 years of retirement.

Child Education Plan
~ University cost is getting more expensive and early plan is a must.
~ Insurance education plan generate lower return and it require consistence commitment. Failure to pay premium may forfeit premium.

Regular Saving/Investment
~ Better return than Fixed Deposit.


Why invest in Unit Trust?

Professional Management
~ The fund is managed by professional.

Diversification
~ Spreading risk over broad portfolio of stocks and bonds in different companies, sectors, countries or regions.

Liquidity
~ Unit-holder can sell all or part of their units on any business day and receive proceed within 10 days.

Regular Saving/Investment
~ Unit trust company keep the record and send the statement to unit-holders every 6 months.
~ Additional purchase of units can be done online via website.

Affordability
~ Minimum initial investment only RM1,000.
~ Minimum additional investment only RM100.

Competitive Return
~ Return are higher than saving.
~ Return comprise of capital gain and dividend.

Safety
~ Diversification spread the risk.
~ When markets are good, unit trust funds make big money. But when markets are poor, unit trust funds lose small money.

Wealth Accumulation
~ Easy to build by regular saving.
~ Unit-holder benefits from dollar cost averaging.