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 FMUTM website.
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?
Invest unit trust online
Malaysians can now invest unit trust online conveniently via Fundsupermart.
Fundsupermart provides regular investment update in the form of weekly email newsletter and quarterly magazine only to their investors.
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.lipperleaders.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
Hwang-DBS Investment Management Bhd.
OSK-UOB Unit Trust Management Bhd
RHB Unit Trust Management Berhad
TA Investment Management Berhad
Start Investing
{ 23 comments… read them below or add one }
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.
may i know where is Asia Unit Trust Berhad in Penang situated and the company’s tel numbers? thank you
nice topic and good content..
tq very much
Hi there,
I do have invest in cimb unit trust and also hav this 14 days trial acc with signal invest.
The question is can i use it if i dont purchase the unit trust via this web?
Hai,
HAve u heard bout Morningstar Asia? Its a web that shows all related things to unit trust and also snapshot reviews and prospective others about the unit trust.Here is the link for the website. http://my.morningstar.com/ap/quickrank/default.aspx?categoryid=EUCA000673. See and comment bout the webpage.
Thanks.
may i know which unit trust is most higher return. Give me some good investment of Public Mutual Fund schems
Hello there….
….we can manage to reduce the cos and losses but we cant predict the market situation….
Sorry 4 my absent 4 long time…working so hard dis days…hehehe
Related to the November Loh question bout da most higher return, I think da 1st thing u must do is to know wat is your goal setting…wat is your goal target?wat is your personality?Cos each n every person is totally different except that we want to gain the most profitable and fastest in each investment…the best thing is that u study and hav da knowledge bout dis UT…..you can go to dis page http://www.ammutual.com.my/ under the risk profiler u can know wat kind of investor r u…or mayb u can for more information by asking the personal investor/loan bank officer to inquiry for more details plus its free…hehehe
hi.my name is khairiah and rite now i’m doing a research about comparisan of performance between islamic and conventinal unit trusts. where can i get all da data needed? do u know where i can retrived all daily@monthly prices of unit trust funds? my research is concerned about the performance from year 2004-2008. i hope u can help me. tq
I don’t have the info. Some unit trust consultant have the info you need. You can contact them.
Hi Khairiah, do contact me if you need detail information.
my contact no: 019-266 2919
i like!!
investing in unit trust is a good decision because your money
grow for you.but u must wait some time to see your money grow for u.
and in public mutual you can count on it
A sure way of losing your money is to invest in unit trusts.
If one can believe in such crap then they deserve to be scammed!
What has happened to the Perwira Habib Unit Trust that was launched almost 2 decades ago. PM Najib (then Minister of Defence) had one or two lots at the launching, some of my army friends followed suit..
Is there any possibilty to get back the investment? What is the procedure?
Thank you .
Today, I decided to redeem my all my 3 Unit Trust Funds of RM100.000.00 from Public Mutual and ING.
What I will get back after 3 years 6 months is about RM87,000.00 “Unit Trusts for Investment – You must be joking.”
Hi Bernard, can you share with us what you think might have gone wrong during the 3.5 years of investing in unit trust?
I am sure that it will be very beneficial to other investors.
Hi KC, there’s nothing to share… anyone can see for themselve here:
http://www.publicmutual.com.my/application/fund/detail.aspx
For ING funds… you need to login to see your funds performance – but, you can only see your own funds, and not other funds.
For the benefit to other investors… Below are details of one of my Public Mutual Fund performance over 3.5 years.
PUBLIC ISLAMIC ASIA DIVIDEND FUND
Date Capital Units Price Value Profit/Loss
03.01.08 40,000.00 146,558.54 0.2587 37,914.69 (2,085.31)
15.10.08 40,000,00 149,021.88 0.1667 24,873.45 (15,126,55)
04.05.09 40,000.00 150,615.92 0.1810 27,261.48 (12,738.52)
12.02.10 40,000.00 150,615.92 0.2181 32,849.34 (7,150.55)
19.07.10 40,000,00 155,828.22 0.2121 33,051.16 (6,948.84)
Redeemed yesterday (19.07.10)
To me Unit Trusts is nothing but a scam… legalized by our goverment.
And your info: Singapore bans use of ‘capital protected’
Check it out here: http://www.asiaone.com/Business/News/My%2BMoney/Story/A1Story20090909-166674.html
My Last Word here… “Unit Trusts is the reason God created the middle finger”
Ciao… and have a nice day!
That’s really a bad experience of investing. Thanks for sharing it here.
Hi Bernard, sorry to hear your story. Maybe this is what you were to do to avoid it.
You invest 40k in Islamic Asia Dividend fund and you lost about 7k or 17% in 3.5years.3.5years from now is year 200 7, it is market peak. 15.10.08 it is in subprime financial crisis
03.01.08 40,000.00 146,558.54 0.2587 37,914.69 (2,085.31)
15.10.08 40,000,00 149,021.88 0.1667 24,873.45 (15,126,55)
04.05.09 40,000.00 150,615.92 0.1810 27,261.48 (12,738.52)
12.02.10 40,000.00 150,615.92 0.2181 32,849.34 (7,150.55)
19.07.10 40,000,00 155,828.22 0.2121 33,051.16 (6,948.84)
You can avoid facing the huge loss if you practice ringgit cost averaging, that is invest a small amount of money into a fund every month, then you will also buy the fund when the fund is cheap eg in 2008 when it is in financial crisis and gain the profit when market recover.
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