Retail Funds
Choosing the right fund for you from the multitude of products could be a daunting task. To help simplify this process, we have taken the extra step and care in designing our retail unit trust funds to be straightforward, long-term performance-focused without sacrificing on quality. In short, our retail unit trust funds are meant to be evergreen medium to long-term investments, which allow you to accumulate, preserve and multiply your wealth.
Our products are tailored to suit differing profiles and changing needs. As such, our wide range of offerings feature local and regional-focused unit trust funds from different asset classes such as stocks, bonds, a mix of stocks and bonds, commodity, property (via Real Estate Investment Trust or REIT) as well as Islamic assets.
Benefits
Professionally Managed
You can take comfort that your unit trust investments are managed by a team of full-time professionals who treat all funds like their own. They are dedicated to managing and maximising opportunities for your benefit.
Diversification
The diversified nature of unit trust allows you to spread your investment risks as your money is pooled with other investors who has a similar objective. Such diversification translates to less concentration risk and more stability.
Liquid
One of unit trust’s greatest benefits is liquidity. You can redeem your investments in part or in full as and when you choose.
Affordable
Thanks to the pooled investment concept of a unit trust fund, you can invest in a wide array of assets and across different regions at a low capital outlay. The minimum initial investment starts from RM 1,000 and the minimum additional investment at RM 100.
Convenient
Choose how you’d like for us to reach you. You can opt to have our sales personnel contact you, or you may also visit any one of our participating banks and agencies that distribute our funds.
In addition, you may also opt to auto-debit your investments via our SmartSave Plan, for hassle-free regular investing.