Realizing Financial Dreams with Unit Trust Funds
For Education.For Retirement.For Holiday. For Quality of Life
About
If you’re new to investing, a unit trust fund is a good way to start. Unit trusts are regulated by the Securities Commission Malaysia and are managed by professional fund managers, who will make investment decisions to help achieve specific goals, such as investing for retirement or growing your capital quickly. The fund managers are monitored by a trustee, who helps to ensure that investment decisions are made in your best interests.
Unit trusts are a type of mutual fund that can hold assets, with profits that can be given directly to investors instead of being reinvested. Like other mutual funds, it pools together money from various investors to invest in assets like bonds and equities.
how unit trust works
Unit trusts solve an important problem for many investors: too many options, too little cash. It can be difficult to diversify your portfolio with several different stocks and assets. For example, the minimum subscription for certain Retail Bond is RM250,000. As an investor, this means you need some serious funds to diversify your investments.
This is where unit trust can help investing beginners to create a more diverse portfolio. In a unit trust, multiple investors contribute their cash, and the combined funds are used to invest in a variety of assets.
This is where unit trust can help investing beginners to create a more diverse portfolio. In a unit trust, multiple investors contribute their cash, and the combined funds are used to invest in a variety of assets.
Type of Funds
Growth Fund
A diversified portfolio of stocks that has capital appreciation as its primary goal, with little or no dividend payouts
Risk Factor : High/Very High
Risk Factor : High/Very High
Consumer Products Fund
The consumer products sector is a category of stocks and companies that relate to items purchased by individuals and households
Risk Factor : Moderate
Risk Factor : Moderate
Value Fund
A value fund seeks to invest in stocks that are deemed to be undervalued in price based on fundamental characteristics
Risk Factor : High/Very High
Risk Factor : High/Very High
Dividend Fund Objective
Dividend mutual funds are mutual funds that invest in stocks that pay dividends. If you invest in these funds, you can reinvest the dividends into more shares, or you can use the money as an income stream.
Risk Factor : High/Very High
Risk Factor : High/Very High
Type of funds (con't)
Balanced Fund
A balanced fund is a mutual fund that typically contains a component of stocks and bonds. Balanced funds stick to a fixed asset allocation of stocks and bonds, such as 70% stocks and 30% bonds.
Risk Factor : High
Risk Factor : High
Islamic Fund
Islamic fund aims to meet investors' financial needs with integrity and in a manner that is fair, trustworthy, honest and ensures a more equitable wealth distribution.
Risk Factor : Very High
Risk Factor : Very High
Bond Fund
A bond fund, also referred to as a debt fund, is a pooled investment vehicle that invests primarily in bonds and other debt instruments. The primary goal of a bond fund is often that of generating monthly income for investors.
Risk Factor : Very Low
Risk Factor : Very Low
Overseas Equities Fund Objective
Achieve capital growth and income by investing in overseas equity, fixed income instrument in Asia Pacific, Hong Kong and other countries.
Risk Factor : High
Risk Factor : High
appointment
Help you to know what is your risk appetite, understand the various kind of funds, and what funds are suitable for your dreams and objectives.
- Category: Personal Consultation
- Service Length: 01:00 Hours
- Address: Persiaran Greentown, Pusat Perdagangan Greentown, Ipoh, Perak, Malaysia (Map)
- More Info: Perak, Petaling Jaya and Puchong
- Price:Free
Contact
- Persiaran Greentown 4, Pusat Perdagangan Greentown, Ipoh, Perak, Malaysia
- Hong Leong Asset Management
