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Author: Shane My   |   Latest post: Sun, 1 Sep 2019, 6:43 PM


EPF Approved Unit Trust Funds (Pdf Analysis + Excel Data Pack)

Author:   |    Publish date:   |  >> Read article in Blog website

  • 7 years of unit trust fund performance data with specific annual return (%) from 2012 to 2018
  • Analysis of fund performance for the following categories (equity-conventional funds, equity-islamic funds, mixed assets-conventional funds, mixed assets-islamic funds, bond funds and money market funds)
  • 7 years back simulation of all investment into EPF approved unit trust funds versus EPF benchmark return in order to show which unit trust fund managed to outperform EPF return.
  • Data Pack in excel format containing each individual fund data are provided for you to further analyze and back test any investment scenario.
  • Compare your existing EPF invested Unit Trust fund against competing Unit Trust funds from other providers.

BUY the analysis and data pack:

Screenshots of the analysis and data pack:
Data Pack Excel File (sample)

Analysis of Data by Category (Sample 1)

Analysis of Data by Category (Sample 2)

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