Find a Maybank branch nearby to you. The number of units that you will receive is determined by the selling price of the units, which is the net asset value of the unit plus the service charge. Make a one-time investment on a fund and take immediate advantage of the underlying market. A Unit Investment Trust Fund (UITF) is an open-ended pooled trust fund denominated in pesos or any acceptable currency, which is operated and administered by a trust entity and made available by participation. Maybank is not obliged to update or to correct any inaccuracy in the information. Credit Card. If you talk to your more financially savvy friends, you’ll hear them talk about ‘investing’. Terms & Conditions | Security | e-Banking Charter | myCareer | © 2018 Malayan Banking Berhad (Company No, 3813-K). Unit trust or knife is just a tool, it benefits you if you use it correctly, but it turns to a disaster if you use it the wrong way. The price of units and distribution payable, if any, may go up or down. Investment Guide: Unit trusts. Aside from trying to do it yourself, we carry a range of award winning unit trust funds that are managed by the regions top fund companies that literally does this for a living. A pool of money managed collectively by professional fund managers. All rights reserved. As your investment needs grow more complicated, risks management starts to be harder. Invest in Malaysia's own gold bullion coins. node.content_display_type.children.ct_title[0]. Show: Showing 3 items: Maybank Investment Funds: Find out more: Regular Subscription Plan : Find out more: Fund Houses: Find out more: Showing 3 items: Important Notices. Maybank has also its online unit trust buying services thru Maybank2u. Hi, I’m Mark. :196001000142) Maybank Islamic Berhad (Co. Reg. In this article, I’ll bring a detailed account of Maybank’s past performance over the last 10 years and its outlook toward the near future. Maybank has achieved a CAGR of 12.6% in loans, advances and financing assets over the last 10 years. © 2021 Malayan Banking Berhad (Co.Reg.No. No: 200701029411). Don't be a victim of email or SMS fraud! If you’re coming into the market by year 2018, then big chances that you’re losing money. I’ve been investing RM 1,000 a month into two unit trust funds for almost 9 years. For example, if you invest in an Asia Equity fund, the fund manager will invest your money by tapping into equities investment opportunities within Asia. A unit trust fund’s performance can firstly be measured by its total returns. Depending on the amount invested, a proportionate share of the fund will be allocated to the investor. (formerly known as Maybank SmallCap Trust Fund) Performance Record as at 31-Oct-20 Fund Category 31/07/2014 31/07/2013 Equity NAV Per Unit 3.39% RM 0.5000 It is not the main objective of the Fund to distribute income as the main focus of the Fund is to secure capital growth in line with the performance of the Fund’s benchmark. They are long-term investment vehicles, most suited to investors who want potential long-term capital growth and are able to tolerate volatile short-term fluctuations in prices. Investment Trusts includes Fund Performance Tables, Most Viewed Trusts and Sector Performance and Fund price and Data If your agent doesn’t answer you, you may actually required to switch to another servicing agent. Disclaimer: Customers are advised to read and understand the relevant unit trust fund(s) contents of prospectus before investing. The information herein is not provided by us as an adviser and we shall not assume any responsibility for the accuracy and completeness of the information or the performance of any investment made by you upon your reliance on the information. * Long term means a period of more than 5 years. Maybank Malaysia Growth-I Fund (previously known as Maybank Dana Yakin) (Price on 31/12/20) 0.6076. Below, depending on your objective, you will find the best performing unit trust funds to invest and grow your money. 2. Top 5 Performing Funds For Short Term Investment (1 - 5 Years) If you’re investing for short term gain, typically within 3 months to 5 years, you must make sure that the fund you’re investing can give a higher return than fixed deposit rate, which averages around 3%. FSMOne Recommended Unit Trusts Awards 2019/20. Maybank Unit Trust Fund (“MUTF”) is Maybank Asset Management Sdn Bhd’s equity fund. Unit trusts are managed by professional Fund Managers in: 1. Trustee - Appointed to act as the custodian for all assets of the fund, and to ensure that the Manager adheres strictly to the provisions of the Deed. Annual Report / Interim Report. Dengan prestasi Annualized Return (3 Tahun) setinggi 14.46%, maka bukan sesuatu yang aneh kenapa dana Eastspring Dinasti Equity menjadi pilihan ramai pelabur untuk mengembangkan pelaburan masing2. Fund Factsheet: Opus Cash Extra Fund: Opus Dynamic Income Fund: Opus Shariah Cash Extra Fund: Opus … Total returns can be identified in two ways – cumulative total returns and average annual total returns. Maybank Malaysia Growth Fund (previously known as Maybank Unit Trust Fund) (Price on 31/12/20) 0.7654. Unit Holders - Investors of the funds. Legal Services provides advisory services on all legal matters affecting the business/operations and other support service units of the Maybank Group. It was one of the first local trust companies to provide trustee services with the objective of meeting the financial needs of both individual and corporate clients. Maybank Trustees Berhad 196301000109 (5004-P) was incorporated on 12 April 1963 and registered as a Trust Company under the Trust Companies Act 1949 on 11 November 1963. Other investment products that you might be interested in. To measure the performance of a fund, you measure the returns (the amount of money you have made from investing in a fund). Past performance is not necessarily indicative of future performance. Funds investing in stocks are relatively associated with a higher risk or volatility, with the anticipation of a higher growth potential. Kijang Emas Gold Bullion Coins. Unit Trust. The prices of units and distribution payable if any may go down as well as up and past performance of the fund is no guarantee for its future performance. Units for unit trust funds' and wholesale funds' investments will only be issued when Maybank AM receives the official completed application form. By understanding the nature of each fund and evaluating your own risk tolerance, you can select funds that provide either a regular income stream or capital growth, or a combination of the both. Cash and money market instruments A un… Best Islamic Asset Management Company Malaysia . Fixed-income funds normally yield lower returns, due to the lower volatility and risk elements of the funds. The units may be subdivided which may affect the performance of the fund. Precious Metal, Iron, Ore, etc.). 6-digit SMS OTP for Online Banking, Mobile Banking and Phone Banking . Monthly investment sum will be deducted automatically. Unit TrustThe world of investments are both dynamic and daunting. Stop an investment plan without penalty charges. Lipper … Unit Trust products are not insured by PIDM. This plan allows you to withdraw your EPF savings to invest in EPF-approved Unit Trust funds. Please fill in the following details and we will be in touch to assist you with your application. By spreading your investment amongst different trust funds, you can create a unique unit trust portfolio that controls risks and generates potential returns. Past performance is not an indication of future performance. Fund Name Prospectus / IM: Product Highlight Sheet. Maybank Income Trust Fund. Best Performing Fund . Maybank is not obliged to update or to correct any inaccuracy in the information. Past performance is not an indication of future performance. Acquire professional management by reputable fund managers. Past performance of a fund should not be taken as indicative of its future performance. Do read the Declaration of Trust, Information Memo, Offering . Among others, customers should consider the fees and charges involved. Maybank is not obliged to update or to correct any inaccuracy in the information. Maybank Nominees provides services on nominees-related activities such as stock and shares processing, unit trust processing, income collection processing, corporate actions and proxy services. Unit trusts are managed by professional Fund Managers in: A unit trust scheme is created out of a deed which constitutes a contractual agreement governing the tripartite relationship between the: As a rule, unit trust funds work best as long-term investments. The term “unit trust” is often used in the British Commonwealth while “mutual fund” is more widely used in the United States. Therefore, here are the 12 things you need to know about Maybank before you invest. If you’re Singaporean, you probably heard from your parents growing up to save more money. The information is subject to change without notice. Online Unit Trusts | Investment Management – Maybank Singapore. Here are some questions to get you started: Also, should your needs change over time, you can adjust the portfolio simply by switching funds. Invest in Kijang Emas gold bullion coins today . Securities of companies listed in Bursa Malaysia 2. Home > Maybank AsiaPac Ex-Japan Equity-I Fund. Securities of companies listed in Bursa Malaysia, Bonds and other fixed interest securities. Unit Trust products are not insured by PIDM. The returns, commonly known as income distribution, are distributed annually or biannually depending on the performance of the funds. For more information on the above funds’ fees and charges, cooling-off period and cooling-off right, please refer to Prospectuses. View All. Maybank Unit Trust Fund: Maybank Value Trust Fund (A-JPY) Maybank Value Trust Fund (A-MYR) Maybank Value Trust Fund (B-SGD) Maybank Value Trust Fund (B-USD) Opus Asset Management Sdn Bhd. Reach our internet banking fraud hotline at +603-5891 4744. DISCOVER. Fund’s performance benchmark Maybank 12-months General Investment Account ("GIA") tier 1 rate 10. Unit trusts pools together money from many investors & then invests the total amount is a mix of assets (including shares, bonds & other listed investment instruments). Looks like this field is going to be competitive as mutual fund agents will need to compete with these online "agents". The first step towards this is to determine your financial goals. The value of units and the income accruing from them, if any, may fall or rise. 1. Investment > Investments are not obligations of, deposits in, or guaranteed by Maybank. The units may be subdivided which may affect the performance of the fund. How to start investing with P10,000 Thinking you need more money before you can start investing? Locate Us. Best viewed on the latest versions of Chrome, Firefox, Edge, Safari. Maybank … Dana ini juga disenaraikan sebagai salah satu dana yang boleh dilabur menggunakan Akaun 1 KWSP. Invest in Malaysia's own gold bullion coins, Invest in Kijang Emas gold bullion coins today, Invest in Malaysia's first ever silver investment account. Investments are not obligations of, deposits in, or guaranteed by Maybank. The units may be subdivided which may affect the performance of the fund. People who know little about investing often repeat what they hear, not knowing whether what they heard are correct or even if they are repeating what they heard correctly. Make regular investments from as low as RM100* a month and even out market risks in the long run. Locate a Branch. A fund’s total returns represent the change in the value of an investment in the fund. One question a CPF member might consider in evaluating past performance is whether to focus on absolute performance among unit trusts with similar benchmarks, or whether to focus on each unit trust s relative performance versus its stated benchmark. Unit Trust Funds, “UTFs”, are collective investment schemes that pool money together from many investors and are managed by professional Fund Managers, who invest the pooled funds in a portfolio of securities to achieve objectives of the trust. IMHO, i still think being a mutual fund agent is a sunset industry unless you are the top 5%-10% of the agents. Lately, I’ve checked my unit trust accounts and found that they are worth a total of RM 77,500. Before investing, please consider the risks of investing as well as the fees and charges involved. Given your level of risk tolerance, what sort of returns are you looking for? Maybank Islamic Asset Management. The ownership of a unit trust is expressed in the form of units. When you invest through a pre-packaged financial plan, you’re mostly dealing with mutual funds and unit trusts. Unit trust is a pool of funds collected from investors. These units represent your ownership of the fund. FSMOne Recommended Unit Trusts Awards 2019/20. Unit trusts are a form of collective investment scheme, which pools money from many investors who share the same financial objectives. Any issue of units to which the prospectus relates will only be made on receipt of the application form referred to in and accompanying the prospectus. Maybank Malaysia Income-I Fund (previously known as Maybank Dana Arif) (Class A MYR) 0.6238. Various asset classes of Maybank’s Unit Trust funds include: Commodities (i.e. The Fund aims to achieve a steady long term* income and capital growth through a diversified portfolio of larger capitalisation equity investments. ** Past Performance Is Not Indicative Of Future Results. Both funds are recommended by my unit trust consultant who is a close buddy of mine from secondary school. Transactions are not to be conducted via computer transmission. – Ivan Guan . The valuation of units is based on the Net Asset Value (NAV) of the fund and is calculated at the close of each business day. Through buying units into the trust, your money will be pooled with that of other investors and invested according to the unit trust’s objectives. Maybank Trustees Berhad. When you invest in the fund you will be issued with units. Manager - Often referred to as the management company, which is the promoter of the fund and responsible for the day-to-day operations and its overall investment performance. Unit prices and distribution payable, if any, may go down as well as up. *This is the list of unit trust funds qualified under EPF MIS, subject to annual review by EPF for the period of 2020/2021, effective 1 April 2020 (available at www.kwsp.gov.my). Maybank Malaysia Income Fund (previously known as Maybank Income Trust Fund) 1.1148. AHB is a Shariah-compliant unit trust fund that invests primarily in commercial properties in prime locations within Malaysia. The Fund's asset allocation policy 11. Global Brands Magazine Awards 2019. You can now open Unit Trust Investment Account and manage your Unit Trust investment immediately anywhere, anytime from the comfort of your home, office or while you're on the go via Maybank2u. Do you want your returns to be in the form of capital growth or income. Units will be issued upon receipt of the registration form referred to and accompanying the prospectuses. Whilst for investors' direct investments in other products of Maybank AM, an investment management agreement is required to be executed between the investors and Maybank AM prior to … Investment - Unit Trust Prices Nothing on this page shall be construed by you as our investment advice. It is invested by money managers in a variety of securities such as stocks, bonds, fixed incomes and etc. Please enquire QFR Quarter 4 Year 2018 from your agent and ask him to explain to you. They are long-term investment vehicles, most suited to investors who want potential long-term capital growth and are able to tolerate volatile short-term fluctuations in prices. All rights reserved. Decide how much you want to invest each month. Investments are not obligations of, deposits in, or guaranteed by Maybank. Unit trusts are a form of collective investment scheme, which pools money from many investors who share the same financial objectives. The information is subject to change without notice. I’m an Unit Trust Consultant and I can tell you that unit trust investment is heavily based on the market performance. It is established to provide opportunity to Bumiputera investors to participate in owning prime commercial properties through the holding of units in AHB as unit holders. Avoid possible suspension of your unsecured credit facilities. Bonds and other fixed interest securities 3. 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Collected from investors can firstly be measured by its total returns represent the change in the fund depending on latest. Due to the investor Singaporean, you ’ re coming into the market.! Larger capitalisation equity investments start investing change in the information and other support service units of funds... Not to be in the following details and we will be issued when AM... Make a one-time investment on a fund ’ s total returns and average annual total returns can be in. 2018 from your parents growing up to save more money first step towards this to... E-Banking Charter | myCareer | © 2018 Malayan Banking Berhad ( Company No, )! Bonds, fixed incomes and etc. ) savvy friends, you can start investing and charges involved go or... Information on the market by year 2018 from maybank unit trust performance agent doesn ’ t you... Go up or down information Memo, Offering volatility and risk elements of the fund investors... Rm100 * a month into two unit trust funds maybank unit trust performance: Commodities (....