Just like any other legit investment instruments/vehicles out there, as an investor we are encouraged to study a bit about the investment instruments/vehicles that we intend to invest or participate in.
P/S Read up the sections on Investment Strategy, Permitted Investments and Fund Risks inside the Master or Supplementary Prospectus of the Funds to have better understanding about the Unit Trust Fund before investing.
Local Funds | In this context, Local Funds are Malaysian Funds. Consist of Malaysian securities, bonds or money market, and can be broken down further into sub-asset classes based on the risks of the funds. |
Regional Funds | Regional Funds are funds that contain securities from various countries stock exchanges grouped by region. Examples of region: Europe, Asia, ASEAN, Asia ex Japan |
Global Funds | Global Funds are funds that contain securities from countries in permitted global stock exchanges. |
Specific Country Funds | These funds invest primarily in one single country’s permitted securities i.e India Funds, Indonesia Funds, China Funds, China A-Shares Funds, Singapore Funds etc |
Aggressive Equity Funds | Equity funds that normally aim for high return. Be aware that this type of fund is marked as Very High Risk. Normally contain small-cap securities. It can be of local, regional or global funds. |
Equity Funds | Equity funds that also aims for high return. Normally contain large-cap and small-cap securities. It can be of local, regional or global funds. |
Commodities Funds | A type of equity fund that focuses more on commodities sector. It may contains securities that are of palm oil, gold mining etc. |
REIT Funds | Real Estate Investment Trust. Focuses on income generated from property rentals, appreciation values and other property income. Each REIT will contain a number of properties mostly commercial. It can be of local, regional or global funds. |
Mixed Asset / Balanced Funds | Funds that contain mixtures of securities, bonds, money market. It can be of local, regional or global funds. |
Bond Funds | Bonds are funds that invest in bonds or other debt instruments. Normally being placed in safe bonds i.e government bonds (MGS). It can be of local, regional or global funds. |
Money Market Funds | Money Market is a safe and low-risk tool for investors and normally being used as an alternative to Fixed Deposits (FD). |
This list is to give examples of Fund Management (Unit Trust) Companies and their funds. I only give examples of the few popular funds from each company. Highlight the fund name and do a Google search or use any of your preferred search engine sites then study the funds by referring to the Master or Supplementary Prospectus of the funds.
Note: The fund names listed here are for tutorial and educational purposes. Please always check the latest company and fund announcements from each of the respective Fund/Asset Management and Unit Trust company websites.
CTA: These funds are not my recommended fund lists. If you want to know which fund(s) should be included in your unit trust portfolio, click here to set an appointment and have a coffee session with me.
ABERDEEN ISLAMIC ASSET MANAGEMENT SDN BHD |
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AFFIN-HWANG ASSET MANAGEMENT BERHAD |
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AMANAH MUTUAL BERHAD |
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AMANAHRAYA INVESTMENT MANAGEMENT SDN BHD |
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AMFUNDS MANAGEMENT BERHAD |
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AMUNDI MALAYSIA SDN BHD |
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APEX INVESTMENT SERVICE BERHAD * All funds by APEX are exclusively distributed by APEX direct consultants, partners including Fundsupermart |
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ARECA CAPITAL SDN BHD * All funds by ARECA are exclusively distributed by ARECA direct consultants and partners |
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BIMB INVESTMENT MANAGEMENT BERHAD |
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CIMB-PRINCIPAL ASSET MANAGEMENT BERHAD * All DALI fund series are exclusively distributed by CIMB Wealth Advisors (CWA) |
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EASTSPRING INVESTMENTS BERHAD |
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FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN BHD |
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HONG LEONG ASSET MANAGEMENT BERHAD * All funds are exclusively distributed by HONG LEONG direct consultants |
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INTER-PACIFIC ASSET MANAGEMENT SDN BHD |
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KAF INVESTMENT FUNDS BERHAD |
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KENANGA INVESTORS BERHAD |
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LIBRA INVEST BERHAD |
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MANULIFE ASSET MANAGEMENT SERVICES BERHAD * All EPF-based transactions are exclusive for Manulife direct consultants |
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MAYBANK ASSET MANAGEMENT SDN BHD |
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MIDF AMANAH ASSET MANAGEMENT BERHAD |
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NIKKO ASSET MANAGEMENT ASIA LIMITED |
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NOMURA ASSET MANAGEMENT MALAYSIA SDN BHD * All funds by NOMURA are exclusively distributed by NOMURA direct consultants, partners including Fundsupermart |
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OPUS ASSET MANAGEMENT SDN BHD |
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PACIFIC MUTUAL FUND BERHAD |
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PMB INVESTMENT BERHAD |
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PHEIM UNIT TRUSTS BERHAD |
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PHILLIP MUTUAL BERHAD & PHILLIP CAPITAL MANAGEMENT SDN BHD * All funds are exclusively distributed by PHILLIP CAPITAL, PHILLIP MUTUAL authorised partners and direct consultants |
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PUBLIC MUTUAL BERHAD * All funds are exclusively distributed by PUBLIC BANK and PUBLIC MUTUAL direct consultants |
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RHB ASSET MANAGEMENT SDN BHD & RHB ISLAMIC INTERNATIONAL ASSET MANAGEMENT SDN BHD |
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SATURNA SDN BHD |
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TA INVESTMENT MANAGEMENT BERHAD |
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UOB ASSET MANAGEMENT (MALAYSIA) BERHAD |
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The above-listed funds are not my recommended fund lists and are based on the information I have based on 25th August 2018. If you want to know which fund(s) should be included in your unit trust portfolio, click here to set an appointment and have a coffee session with me.
Note: By clicking these links, you will be directed to external websites.