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.