Managing a diverse selection of unit trust funds to meet various investors’ needs.

FUND REPORTS

 
 
 

 

Meet Your Goals
With Our Wide-Ranging
Of Investments

 

  • Customer
    Service Hotline at:

    03 - 6207 5000
    (Kuala Lumpur)

    04 - 729 1500
    (Penang)


    05 - 210 6500
    (Ipoh)  

 

  • Click HERE to
    email us

 

 

Fund Reports

 

Fund Review

 

Fund Review consist of monthly and quarterly stock market report, economic review and individual fund performance for Public Series of Funds and PB Series of Funds.

 

 

 

Funds' Financial Statement

 

Funds' Financial Statement provide comprehensive financial & investment highlights and Manager's report on Public Series of Funds and PB Series of Funds.

 

 

 

FIMM - Lipper Fund Volatility Factor and Classification for Unit Trust Schemes
and Recognized Funds

 

Often an investor assumes two equity funds with similar investment objectives carry the same level of risks. This assumption may not be true because investment styles and strategies adopted by two fund managers are not the same.

 

Federation of Investment Managers Malaysia and Lipper now provide investors risk factor and classification for unit trust funds that have at least three years performance track records to assist investors in their fund selection process.

 

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