There is a total of 6 recommended portfolios, 3 each for conventional investors and shariah-compliant investors. These portfolio recommendations are meant to serve as possible guidelines and do not take into account of the financial situation, time horizon, existing portfolio and risk profile of an individual investor. It is the investor's responsibility and discretion to decide if these funds and allocations are suitable for him or her. If in doubt, please seek professional advice, or kindly contact our client investment specialist team.
The current portfolio is incepted since July 2014 with an initial investment amount of MYR 10,000.00.
The Fundsupermart Research team will be actively managing these portfolios through periodic re-balancing and through the changing of the component funds when deemed necessary. When we update or perform rebalancing on the portfolios, you will be informed of it via email. We will update the "Actions Performed on this Portfolio" on a monthly basis. Investors can check the latest action performed on different portfolios by checking the monthly updated factsheet below.
The above figures do not take into account of sales charge, and are cumulative with dividends reinvested.
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Portfolio Objective
The portfolio aims to achieve long term capital appreciation by investing 30% into bond funds and 70% into equity funds. The portfolio allows up to +/-20% adjustment to the asset allocation under different market environments.
Suitable For:
This portfolio is suitable for aggressive investors who are able to handle risk and who understand the fluctuations in markets. Also suitable for investors who have a long-term horizon and who can bear temporary market setbacks. Specific examples include singles with no near term commitments and couples saving for long term retirement.
Portfolio Strategy
The portfolio could be invested into global equity, regional, single country and sector funds.
Ongoing strategy
We would rebalance the portfolio when the asset allocation within equities and bonds move significantly away from our initial target allocation.
Start with RM10,000
New investors should focus on the percentage allocation to various funds within the portfolio rather than the absolute sums invested. In fact, by following the target allocation in the portfolio factsheets, investor can start with as little as RM10,000.
