Best Unit Trust Investment Plans in Malaysia - Compare & Apply

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3/14/2021 Best Unit Trust Investment Plans in Malaysia - Compare & Apply

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Find the best Unit Trust


Investment in Malaysia
Whether you are a seasoned investor, or a beginner, unit trusts
may be the way to go. Use the guide below to find the best unit
trust investments, based on your risk appetite.

START HERE! I want to invest RM 6000 for 3 years

Risk Level

All Low Medium High

Showing 30 results
Contact
Fundsupermart.com: AMB Dana Net Profit + Capital Total Return* Sales Charge
KL: 03-2149 0567 Buy Now
Arif Class over 3 year(s)
Penang: 04-640 1567 RM 6,794.40 0%
A-MYR 13.24%
Risk Rating:
Low 2/10
What is Unit Trust?
Learn more about
unit trust! Eastspring Net Profit + Capital Total Sales Charge
Buy Now
Investments Return* over
RM 6,796.80 3 year(s)
0%
Bond Fund
Risk Rating: 13.28%
Low 2/10

Affin Net Profit + Capital Total Return* Sales Charge


Buy Now
Hwang over 3 year(s)
RM 6,868.20 0%
AIIMAN 14.47%
Income
Plus Fund
Risk Rating:
Low 2/10

KAF Bond Net Profit + Capital Total Return* Sales Charge


Buy Now
Fund over 3 year(s)
Recommended
RM 7,050.00 0%
Risk Rating: 17.50%
Low 2/10

Pacific Net Profit + Capital Total Return* Sales Charge


Buy Now
Dana over 3 year(s)
RM 6,753.00 0%
Murni 12.55%
Risk Rating:
Low 2/10

RHB Net Profit + Capital Total Return* Sales Charge


Buy Now
Income over 3 year(s)
RM 6,871.20 0%
Fund 2 14.52%
Risk Rating:
Low 3/10

AMB Net Profit + Capital Total Return* Sales Charge


Buy Now
LifeStyle over 3 year(s)
RM 6,925.20 0%
Trust Fund 15.42%
Today
Risk Rating:
Low 4/10

Principal Net Profit + Capital Total Return* Sales Charge


Buy Now
Islamic over 3 year(s)
RM 6,625.20 0%
Lifetime 10.42%
Enhanced
Sukuk
Fund
Risk Rating:
Low 4/10

Pheim Net Profit + Capital Total Return* Sales Charge


Buy Now
Income over 3 year(s)
RM 6,386.40 0.5%
Fund 6.94%
Risk Rating:
Low 4/10

AMB Dana Net Profit + Capital Total Return* Sales Charge


Buy Now
Ikhlas over 3 year(s)
RM 5,800.80 1.75%
Risk Rating: -1.57%

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3/14/2021 Best Unit Trust Investment Plans in Malaysia - Compare & Apply
Medium
5/10

AmIslamic Net Profit + Capital Total Return* Sales Charge


Buy Now
Balanced over 3 year(s)
RM 6,141.00 1.75%
Risk Rating: 4.10%
Medium
5/10

Principal Net Profit + Capital Total Return* Sales Charge


Buy Now
Islamic over 3 year(s)
RM 6,393.00 1.75%
Lifetime 8.30%
Balanced
Fund
Risk Rating:
Medium
5/10

Affin Net Profit + Capital Total Return* Sales Charge


Buy Now
Hwang over 3 year(s)
Recommended RM 6,841.80 1.75%
Select 15.78%
Balanced
Fund
Risk Rating:
Medium
5/10

Libra Net Profit + Capital Total Sales


Buy Now
DividendEXTRA Return* Charge
RM 6,374.40 over 3
Fund 1.75%
year(s)
Risk Rating:
Medium 6/10 7.99%

Pheim Net Profit + Capital Total Return* Sales Charge


Buy Now
Emerging over 3 year(s)
RM 6,027.00 1.75%
Companies 2.20%
Balanced
Fund
Risk Rating:
Medium
6/10

RHB Smart Net Profit + Capital Total Return* Sales Charge


Buy Now
Income over 3 year(s)
RM 5,319.60 1.5%
Fund -9.84%
Risk Rating:
Medium
6/10

RHB Net Profit + Capital Total Return* Sales Charge


Buy Now
KidSave over 3 year(s)
RM 4,202.40 1.75%
Trust -28.21%
Risk Rating:
Medium
6/10

AmOasis Net Profit + Capital Total Return* Sales Charge


Buy Now
Global over 3 year(s)
RM 6,047.40 1.75%
Islamic 2.54%
Equity
Risk Rating:
Medium
7/10

Aberdeen Net Profit + Capital Total Return* Sales Charge


Buy Now
Islamic over 3 year(s)
Recommended RM 6,438.60 1.75%
World 9.06%
Equity
Fund -
Class A
Risk Rating:
Medium
7/10

RHB Global Net Profit + Capital Total Return* Sales Charge


Buy Now
Equity over 3 year(s)
RM 6,219.60 1.75%
Yield Fund 5.41%
Risk Rating:
Medium
7/10

Eastspring Net Profit + Capital Total Sales Charge


Buy Now
Investments Return* over
RM 6,123.00 3 year(s)
1.75%
Dana Al-
Ilham 3.80%
Risk Rating:
High 8/10

Principal Net Profit + Capital Total Return* Sales Charge


Buy Now
Islamic over 3 year(s)
RM 7,420.80 1.75%
Asia Pacific 25.43%
Dynamic

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3/14/2021 Best Unit Trust Investment Plans in Malaysia - Compare & Apply
Equity
Fund
Risk Rating:
High 8/10

Kenanga Net Profit + Capital Total Return* Sales Charge


Buy Now
Growth over 3 year(s)
Recommended RM 6,354.60 1.75%
Fund 7.66%
Risk Rating:
High 8/10

Pheim Asia Net Profit + Capital Total Return* Sales Charge


Buy Now
Ex-Japan over 3 year(s)
Recommended RM 6,600.60 1.75%
Islamic 11.76%
Fund
Risk Rating:
High 8/10

Eastspring Net Profit + Capital Total Sales Charge


Buy Now
Investments Return* over
RM 7,256.40 3 year(s)
1.75%
Global
Emerging 22.69%
Markets
Fund
Risk Rating:
High 9/10

Eastspring Net Profit + Capital Total Sales Charge


Buy Now
Investments Return* over
Recommended RM 6,261.60 3 year(s)
1.75%
Small-Cap
Fund 6.11%
Risk Rating:
High 9/10

RHB Net Profit + Capital Total Return* Sales Charge


Buy Now
Emerging over 3 year(s)
RM 3,987.60 1.75%
Opportunity -31.79%
Unit Trust
Risk Rating:
High 9/10

Affin Net Profit + Capital Total Return* Sales Charge


Buy Now
Hwang over 3 year(s)
RM 5,919.00 1.75%
Select Asia 0.40%
(Ex Japan)
Quantum
Fund
Risk Rating:
High 10/10

Affin Hwang Net Profit + Capital Total Sales Charge


Buy Now
Select Asia Return* over
RM 5,814.60 3 year(s)
1.75%
Pacific (Ex
Japan) REITS -1.34%
and
Infrastructure
Fund
Risk Rating:
High 10/10

Libra Net Profit + Capital Total Return* Sales Charge


Buy Now
Consumer over 3 year(s)
RM 5,158.80 1.75%
and Leisure -12.27%
Asia Fund
Risk Rating:
High 10/10

This fund is part of


Fundsupermart's Recommended Unit Trusts List

Note: Promotion is for "Sales Charge".

* Disclaimer: This information is not to be construed as an invitation or solicitation for the subscription, purchase or sale of any
fund. Investments involve risks. Past performance and any forecast are not necessarily indicative of the future or likely
performance of the fund. Investors should read the fund prospectus and if necessary, consult financial or other professional
advisers. Table shows the absolute historical return of the funds over different time periods. The profit after sales charge is the
funds’ historical performance according to your chosen investment period multiplied by your investment amount in the fund at
the beginning of the period after the sales charge deduction.

What Is Unit Trust?


Unit trust is a pool of funds collected from investors. It is invested by
money managers in a variety of securities such as stocks, bonds, fixed
incomes and etc. The term “unit trust” is often used in the British
Commonwealth while “mutual fund” is more widely used in the United
States.

1. About Fundsupermart.com
Fundsupermart.com helps investors around the world invest globally and profitably by
offering 3 main advantages:

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3/14/2021 Best Unit Trust Investment Plans in Malaysia - Compare & Apply

Comprehensive fund Wide range of products Lower sales charge


information & advice

2. About different fund types and Fundsupermart.com


risk rating
Fundsupermart.com’s risk rating comes in the range of 0 to 10 with 0 being the least risky
and 10 being the riskiest. And naturally the higher the risk, the higher the potential return.

Equity Funds Risk Rating: 7 – 10


Equity Funds are funds that are mainly invested in equity securities
including common stocks, preferred stocks, warrants and debt
securities convertible into common stocks.

Balanced Funds Risk Rating: 5 - 6


Balanced Funds are funds that have a mix of Money Market, Fixed
Income and Equity Funds. Similar to Equity Funds, the riskier funds
in this category cater to niche investors such as those who wish to
participate in specific regions or sectors.

Fixed Income Funds Risk Rating: 1 – 5


Fixed Income Funds are funds that are mainly invested in fixed
income securities such as corporate or government bonds. Bond is
a debt investment which an investor lends money to either
company or government.

Money Market Funds Risk Rating: 0


Money Market Funds are funds that are invested in domestic cash
and cash equivalents which make them relatively risk-free and
highly liquid.

3. About buying and selling unit trusts


Transactions can be paid for via these methods:

Internet Banking Financial Process Exchange Others


Hong Leong Bank and MEPS FPX EPF
CIMBClicks Mail-in Cheque / Cheque
Deposits

(You will need to update your EPF account number into your FSM investment account. To update your
account, click on My Investments > Update Account > Account Details. After you have updated your
account, the EPF payment method will be available when you next make a purchase.)

All purchase orders with payment through EPF Account 1 will only be processed after FSM
receives the following documents:

KWSP 9N (AHL) form


Fund houses Account Opening and Subscription Forms and In-House Subscription
Form
A copy of IC (both front and back) on a piece of A4 paper

For cash investments, you can choose to receive your redemption proceeds either by

Cheque by mail
GIRO Transfer
(For payment made with EPF savings through EPF Account 1, the redemption proceeds will be credit back
into your EPF Account 1 within 10 business days by the fund house.

4. Fees and charges


There will be 2 charges that you will incur:

Sales charge: From 0% to 2% for all funds on Fundsupermart.com


Annual expense: A 0.2% platform fee will be charged for selected bond funds

5. Explanations of returns
Fund performance as a percentage figure is given over four time periods, 6-month, 1-year,
2-year and 3-year (up to the latest closing date).

6-month: Total return from the latest 6 months


1-year: Total return from the latest 1 year
2-year: Total return from the latest 2 years
3-year: Total return from the latest 3 years

6. Need investment help?


If you have any queries such as "How to start investing in unit trusts?", "What unit trusts are
suitable for me?", "How do I buy unit trusts online at Fundsupermart.com website?"
Fundsupermart’s Client Investment Specialists would be glad to help you and are happy to
answer any questions / enquiries with regards to :

Investment Ideas
In-house Research View
Market Outlook
Fund Recommendations
Risk Profiling

Fundsupermart's Contact No.: 03-2149 0567 (KL) or 04-640 1567 (PG)

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3/14/2021 Best Unit Trust Investment Plans in Malaysia - Compare & Apply
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