Invest Made Easy
Differentiating all 80 funds under the "0% Unit Trust Sales Charge Promotion". Fund category, fund risk profile and %YTD included!
Shane My
Publish date: Sun, 12 Jul 2015, 05:22 PM
Shane My
0 271
Like many of us, we seek for financial security and ultimately financial freedom. This blog is intended to act as a journal of investment as I journey towards that dream. At the same time, I hope that the articles written here would also benefit many others who share the same vision as me.
Hi readers, another 20 days left for the "Invest for as low as 0% unit trust sales charge promotion". A total of 80 funds from 6 funds houses are on promotion in terms of sales charge until 31st of July 2015.
Now the problem with having 80 funds in a single promotion is that not all investors/readers are familiar with each and every fund. To be honest, I'm only be able to identify between 20 to 30 funds from the promo list!
Therefore to make things easier for everyone (including myself), I have taken the liberty to check out each fund and cross reference it with data from Morningstar. By doing so, I am able to provide you with the following details for each fund:
- Fund Category - This will help you to narrow down the sector or geographical location where the fund is invested in.
- Risk Profile (relative to M'sia market) - This will help you to sort out the risk category of each fund.
- Year To Date (%YTD) as of 9th July 2015 - This information will tell you the performance of a fund from 1st January 2015 till 9th July 2015
Details available for download!
Details for all 80 funds under this promotion have been updated in an excel file as shown in the screenshot below:
 |
| 80 unit trust funds details |
You may download the excel file HERE. Using the "sort & filter function", you can now select a fund based on the category, the risk profile as well as the YTD. Hopefully this information will help you to:
- Select the category that you wish to invest in (sector or geographical location)
- Find out the risk profile of a fund
- Compare YTD Returns between funds from the same category
Unable to download the excel file?
For readers whom are unable to download the excel, I've made it easier for you by sorting all the funds according to category:
Non Islamic Funds by Category
1) All things Asia (non Islamic) Funds
 |
| Asia (non Islamic) Unit Trust Funds |
2) BRIC (non Islamic) Funds (Brazil, Russia, India & China)
 |
| BRIC (non Islamic) Unit Trust Fund |
3) Europe (non Islamic) Funds
 |
| Europe (non Islamic) Unit Trust Fund |
4) Global (non Islamic) Funds
 |
| Global (non Islamic) Unit Trust Funds |
5) Indonesia (non Islamic) Funds
 |
| Indonesia (non Islamic) Unit Trust Funds |
6) Malaysia Equity (non Islamic) Funds
 |
| Malaysia Equity (non Islamic) Unit Trust Funds |
7) MYR Allocation (non Islamic) Funds
 |
| MYR Allocation / Balanced (non Islamic) Unit Trust Funds |
8) MYR Bond (non Islamic) Funds
 |
| MYR Bond (non Islamic) Unit Trust Funds |
9) Australia (non Islamic) Funds
 |
| Australia (non Islamic) Unit Trust Fund |
10) Property/REITS (non Islamic) Funds
 |
| Property/REITS (non Islamic) Unit Trust Funds |
11) Various Sectors (non Islamic) Funds
 |
| Various Sectors (non Islamic) Unit Trust Funds |
12) United States (non Islamic) Funds
 |
| US (non Islamic) Unit Trust Funds |
Islamic Funds by Category
1) Asean (Islamic) Funds
 |
| Asean (Islamic) Unit Trust Fund |
2) Asia Pacific Equity (Islamic) Funds
 |
| Asia Pacific Equity (Islamic) Unit Trust Funds |
3) Greater China (Islamic) Funds
 |
| Greater China (Islamic) Unit Trust Fund |
4) Global (Islamic) Funds
 |
| Global (Islamic) Unit Trust Funds |
5) Malaysia Equity (Islamic) Funds
 |
| Malaysia Equity (Islamic) Uint Trust Funds |
6) MYR Allocation / Balanced (Islamic) Funds
 |
| MYR Allocation/Balanced (Islamic) Unit Trust Funds |
7) MYR Money Market and Bond (Islamic) Funds
 |
| Bond & Money Market (Islamic) Unit Trust Funds |
Summary
I hope that the uploaded excel file as well as this post will help you understand better the funds listed under this promotion. By zooming into the category of your choice, you can further research upon the funds in that category before making a decision to invest.
Lastly, if you have any questions with regards to the above post, feel free to drop me an email at shanesee03@gmail.com
That's all for this post! Cheers and happy investing everyone!
***************************************
Details about the "Invest for as low as 0% Sales Charge promotion"
If you've not heard or read about the ongoing promotion, you can check it out the details below:
How to invest?
In order to invest, you need to have an eUnittrust account.
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