Unit Trust Schemes offer you a hassle free investment alternative whereby your investments are managed by professional fund managers as a collective investment. We offer you a wide array of unit trust funds as the first step for you to start your first step towards building your investment portfolio.
Our Unit Trust / Wholesale Funds providers are as listed below:
- AmInvestment Services Bhd
- Amanahraya Investment Management Bhd
- Eastspring Investment Bhd
- Hwang Investment Management Bhd
- Kenanga Investor Bhd
- Libra Invest Bhd
- Opus Asset Management Sdn Bhd
- Pheim Unit Trust Bhd
- and many more...
Diversification
With a minimal investment amount, clients can now diversify their investment portfolio across the various asset classes; such as equity, fixed income, commodities and REITS. Increase the exposure to various securities at a lower cost.
Professional Fund Manager's Expertise
Tap into a professional fund manager's expertise to grow your investment portfolio. Enjoy a hassle free investment as our expert fund managers enjoy access to fundamental research and analytical tools to help clients make informed fund management decisions.
Affordable
Start building an investment portfolio today with as low as RM100 (monthly auto debit) or RM1,000 (initial) to develop a regular saving and investment practice.
Recommended Investment Product
Defensive
An income portfolio that has a small exposure to growth assets.Main emphasis is on generating income.It will have a low fluctuation in short term value,with some small short term capital risk.
Recommended Asset Allocation=
Equities: 10%; Fixed Income: 85%; Money Market/Cash:5%
Recommended Asset Allocation=
Equities: 10%; Fixed Income: 85%; Money Market/Cash:5%
Moderate
Aims to produce capital growth in a medium to longer term time frame.It will have lower short term fluctuation in value than the growth and high growth risk profiles.
Recommended Asset Allocation=
Equities: 60%; Fixed Income: 35%; Money Market/Cash:5%
Recommended Asset Allocation=
Equities: 60%; Fixed Income: 35%; Money Market/Cash:5%
Growth
Growth oriented portfolio.A small income exposure slightly reduces the short term fluctuation of the portfolio's value.
Recommended Asset Allocation=
Equities: 85%; Fixed Income:10%; Money Market/Cash:5%
Recommended Asset Allocation=
Equities: 85%; Fixed Income:10%; Money Market/Cash:5%
Aggressive
High growth portfolio with a strong emphasis on maximising capital growth.They will be high short term fluctuation in value and higher chance of a capital loss.
Recommended Asset Allocation=
Equities: 90%; Fixed Income:5%; Money Market/Cash:5%
Recommended Asset Allocation=
Equities: 90%; Fixed Income:5%; Money Market/Cash:5%