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Invest Tactfully to Achieve Your Financial Dreams
With proper planning, you can craft a successful unit trust investment plan. But first, you must identify your goals and be committed to invest over the long term towards achieving the goals.
Step 1
It is important to identify and prioritise your financial goals, such as:
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Retirement | Education | Home Ownership | Travelling |
Step 2
Calculate how much you should invest to achieve the goal based on the considerations below:
Target amount
How much do you need to achieve your goal?
Time frame
When do you need the funds? This translates to how much time you have to accumulate your targeted amount.
Expected rate of return
What is your expected rate of return from the unit trust investment?
Investment amount
How much do you need to invest in one lump sum or monthly intervals to achieve the targeted amount?
You may utilise our unit trust calculators below for a more personalised investment plan: