Build Wealth Set Your Financial Goals

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Set Your Financial Goals The Dos and Don’ts of Unit Trust Investing Elevate Your Investor Status to Complement Your Financial Needs Utilise Our Online Platforms and Facilities to Enhance Your Investment Experience

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:


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: