Mixed Assets / Balanced Fund
The investment holding for this type of fund combines higher risk equities, lower risk fixed income securities, and cash in order to maintain a balance of both capital growth and regular income for investors. This type of fund usually provides better shelter during a market downturn but on the flip side, may lag behind during a bull run.
Mixed Assets
Invests in BOTH stocks and bonds. Medium volatility due to smaller exposure to stocks
To provide both growth* and regular income to the investors
*Growth: An investment style that looks for stocks with strong earnings and/or revenue growth or growth potential
*Growth: An investment style that looks for stocks with strong earnings and/or revenue growth or growth potential
Generally invests in stocks and shares of companies listed or unlisted in Bursa Malaysia. The rest of its NAV goes into cash deposits or fixed-interest securities like bonds, government securities and etc
For investors seeking to earn distribution. Suitable for moderate-risk investors
The risk exposure is reduced in the event of an adverse share-market correction since only up to 60% of its NAV is exposed to stocks and shares
How to Invest in Unit Trust Fund
There are generally 4 ways to invest in unit trusts funds, namely through
Cash Lump Sum
Regular Savings
Top Up Any Time
Thought EPF