I did some research on the internet about unit trust companies in Malaysia. Here is the summary of everything you might be interested.

For the history of units trust, visit this page from FMUTM

History of Unit Trusts

Malaysia introduced the unit trust concept relatively early compared to its Asian neighbours, when, in 1959, a unit trust was first established by a company called Malayan Unit Trust Ltd.

Learn more about unit trust

You can read my unit trust related articles. I highly recommend that you read these articles before doing any investment in unit trust:

The secret of investing in Unit Trust

Ringgit or Dollar Cost Averaging

What do I look for in a unit trust fund?

Are Unit Trusts Lousy Investment?

Prices Update

1. To check on the current unit trust fund prices daily, the best resource is The Star online. Click here and you will get the most recent prices.

2. You can also visit Signal Invest for the latest fund prices.

Latest Performance Update and Investor’s Tools

1. For the latest unit trust performance, update, return of 1 year, 3 years, 5 years and also the ranking, you can refer Personal Money magazine Fund Performance Ranking Tables published monthly. They only provide the table in their physical paper magazine. Subscribe for your convenience.

2. Search the awards and rating of the local unit trust fund at www.lipperleader.com.

3. To compare funds from different fund house, such as the service charges, management fees, trustee fees, investment strategies, fund manager etc., click here. You can compare up to 3 funds from different fund houses.

4. You can also use a fund screener to look at all the available funds in certain categories, such as equity, balanced, bond etc.

5. To search for a certain fund, use this Fund library. The funds are divided into categories and also unit trust companies.

6. I recommend that you use an online unit trust fund monitoring system. The only one available now is provided by Signal Invest. They are offering Early Bird Promo: RM99 per year. Just sign up to have the free 14 days trial. Refer my review about SignalInvest Personal online service: How to monitor unit trust portfolio using Signal Invest

7. For advanced unit trust agents who need to monitor clients’ investment, you can sign up a special online service at Signal Invest which provides 14 days free trial with capabilities of monitoring up to 50 clients’ data.

Prospectus Download

To check the fund performances and daily prices, you should go to the individual unit trust company websites. Most of the companies provide fund prospectus download on their website.

Below are all the links:

Affin Trust Management Berhad

Alliance Investment Management

AmMutual

Apex Investment Service Berhad

Asia Unit Trust

ASM Investment Service Berhad

Avenue OneInvest

CIMB Principal Asset Management Bhd.

CIMB Wealth Advisors

CMS Trust Management Berhad

HLG Unit Trust Berhad

Hwang-DBS Investment Management Bhd.

ING Funds Berhad

Kenanga Unit Trust

KL City Unit Trust

MAAKL Mutual Berhad

Mayban Unit Trust Berhad

OSK-UOB Unit Trust Management Bhd

Pacific Mutual Berhad

Pheim Unit Trust

Philip Mutual Berhad

Public Mutual Berhad

RHB Unit Trust Management Berhad

TA Investment Management Berhad

Start Investing

Now you already have all the information and tools about unit trust, it is the time for you to start investing. You can contact me. My service includes:

1. Unit trust investment consultation (through email, MSN messenger, or face-to-face if you live in Penang)

2. Unit trust transaction and monitoring. I provide free monitoring and advice if you appoint me as your unit trust agent.

You can also contact the other agents, bankers, advisers you prefer. I always welcome you back to this post for future unit trust resources.