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
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:
Alliance Investment Management
Apex Investment Service Berhad
CIMB Principal Asset Management Bhd.
Hwang-DBS Investment Management Bhd.
OSK-UOB Unit Trust Management Bhd
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
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.
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i think people can get a free monitoring unit trust tools at http://www.pelaburan.net if i’m not mistaken, I also use that tools with my consultant, he recommend me to use the tools for my own analysis..
contact him for more info shahrul : 0132081015
hi! do you have any info or know where i can get info on UT financing in Malaysia?
give me some good investments schems
Hi,
May I know what unit trust fund management company are you with and which companys funds are you recommending? Thank you.