Embark on Your Wealth Journey: A Beginner’s Guide to Unit Trust Investing
Whether you're new to investing or lack the time, expertise, or large capital to participate in the long-term growth potential of capital markets, unit trust investments offer a simple and effective solution. By pooling funds with other investors, unit trusts provide access to a diversified mix of assets—such as equities, bonds, and money market instruments.
A unit trust is an effective investment vehicle for investors given the following benefits:
Wide Exposure and Diversification
Being a retail investor, you may have difficulties investing directly in the bond/sukuk market, or you may even have limited access to selected foreign investments.
However, unit trusts can provide you with exposure to a range of securities across the domestic and global markets, facilitating diversification of your portfolio across different asset classes (equity, bond/sukuk or money market instruments) and markets.
Start Small
Investing in unit trusts does not require a huge capital as you can start investing with as low as RM100*. And to make investing even more convenient, you can leverage on our Direct Debit Authorisation (DDA) facility for regular investments in small increments.
Invest Within a Regulated Framework
Unit trust investments are governed by various legislations and are well-regulated by the Securities Commission Malaysia.
Leverage on Professional Portfolio Management
You may not have time to monitor your investments closely, and market fluctuations coupled with the complexity of investing can cloud your judgement when making investment decisions.
However, you can enjoy peace of mind when investing in unit trusts as your investments are professionally managed by our team of portfolio managers and analysts.
Achieve Your Financial Goals
Unit trusts are a common investing tool for retirement or education planning. With enough time and disciplined investing, you may achieve your financial goals effectively through unit trust investments.
*Referring to our e-Series of funds.