These are our 3 recommended portfolios. These portfolio recommendations are meant to serve as possible guidelines and do not take into account 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 are suitable for him or her. If in doubt, please seek professional advice.
The initial portfolios were started on Aug 7, 2008, with RM20,000. Monthly, RM1000 will be added to the portfolio as part of a regular savings plan. However, a portfolio revamp was made effective from Jan 1, 2011. For more details, please refer to our article "FSM Portfolio: Portfolio Revamp with effect from January 2011
", dated Dec 30, 2010. Effective 1 July 2014, the portfolios were revamped to reflect the new portfolio construction methodology and performance will be tracked herewith. On 1 July 2014, Islamic Recommended Portfolios were also added to cater to our Islamic client base.
The Fundsupermart Research team will be actively managing these portfolios through periodic re-balancing and through the changing of the component funds if necessary. When we rebalance the portfolios, you will be informed of it via email. We will update the "Actions Performed on this Portfolio" on a monthly basis. Investor can check the latest action performed on different portfolios by checking the monthly update.