What do I look for in a unit trust fund?

Print This Post Print This Post

by KCLau

in investment

What do I look for in a unit trust fund:

1. No up-front charges or service fees.
2. Remuneration to agent based on a certain percentage of the fund’s return which is realized through switching or repurchase.
3. No need to pay remuneration to agent/unit trust company if my investment is making a loss.
4. Provide easy online switching and repurchasing service so I don’t have to trouble the agent to meet me just for my signature!

As I know, there is no such unit trust fund in Malaysia. But I wish that it will be available soon in the future.

{ 2 trackbacks }

Everything about Unit Trust in Malaysia | KCLau’s Money Tips
May 12, 2007 at 9:41 am
How to monitor unit trust portfolio using Signal Invest
May 18, 2007 at 9:29 pm

{ 5 comments… read them below or add one }

1 Relax August 13, 2007 at 3:05 am

Would you recommend us to invest in oversea unit trust fund that fulfills all criteria above (such as Vanguard) ??

Reply

2 kclau August 13, 2007 at 12:40 pm

If you are in oversea, there are more choices for you. I didn’t research oversea funds. If you can find mutual funds with lower service charges, it is worth to invest.

Reply

3 Relax August 13, 2007 at 2:09 pm

I think for now oversea funds are not performing as bullish as Malaysian funds.

Investing in oversea fund can be risky considering the fluctuation of currency exchange. Such fluctuation itself is enough to kill the basic objective of investing in mutual fund, so I think it is not worth it, unless the performance of that oversea fund is very very good.

Reply

4 chin September 26, 2009 at 10:44 am

I agree with you fully. I also hope that one day I can buy,sell and switch without troubling any agent because my investment is small.

Reply

5 azreem December 24, 2009 at 1:44 pm

i’m still new with unit trust and currently still looking for a suitable unit trust to start investing. Anyway i found that that cimb is now enable user to manage their unit trust via cimbclicks. Maybe someone can check it out.. :)

Reply

Leave a Comment

You can use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Previous post:

Next post: