FSM Buzz  
FSM Managed Portfolios Minimum Investment Amount Reduced to RM5,000 & Partial Redemption is now available! September 26, 2018
Author : Fundsupermart


FSM Managed Portfolios Minimum Investment Amount Reduced to RM5,000!

 

Exciting New Features of FSM Managed Portfolios

FSM Managed Portfolio is our online investment advisory service that builds and monitors your portfolio for you. Our Managed Portfolio consists of five portfolios, each specifically crafted to cater to varying needs and financial goals.

When FSM Managed Portfolio was first launched in May 2017, clients had to make an initial lump sum investment of RM10,000. In order to help investors to start off with a smaller investment amount to grow their money earlier, we are reducing the initial investment amount for FSM Managed Portfolio.

 

minimum investment amount is now RM5,000

The initial minimum investment amount for ALL FSM Managed Portfolios is now reduced to RM5,000 from RM10,000 (subsequent minimum lump sum cash investment amount remains at RM1,000). This added flexibility enables us to be able to accommodate more needs of our investors who can now have access to multiple markets within one single portfolio for only RM5,000 now.

 

partial redemption is now available

Partial redemption feature is now available for clients who have subscribed to FSM Managed Portfolios. This added flexibility will provide clients the ease to withdraw part of their investment holding value during rainy days or to be utilized for other miscellaneous purposes. Minimum partial redemption amount would be RM1,000 provided a minimum portfolio value of RM5,000 is maintained.

 

Don’t know which FSM Managed Portfolio is best suited for you? Complete this simple questionnaire and find out the portfolio that is suited for you based on your risk profile.

For investors that have queries or require additional information with regards to the FSM Managed Portfolios, kindly approach our friendly Client Investment Specialists at 03-2149 0567 (KL), 04-640 1567 (Penang), or 07-447 1008 (Johor).



Useful links:

FSM Managed Portfolios page

FSM Managed Portfolios: Why You Should Consider FSM Managed Portfolios?

FSM Managed Portfolios: How it Works?



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Disclaimer: In relation to the managed portfolios, investors empower iFAST Capital Sdn. Bhd. (“iFAST Capital”) to manage, pursuant to a pre-defined investment strategy but at the risk of the investors, assets of any kind held now or in the future in an account maintained on a discretionary basis and without the need for the prior consent of the investor. All investments and asset allocations are based on iFAST Capital's expectations of future developments in the financial markets. These expectations may not be fulfilled, and therefore no yield or capital preservation is guaranteed. The risk of investing in certain financial instruments, is generally high, as their market value may be exposed to many different factors, such as the operational and financial conditions of the relevant company, its own growth prospects or the growth prospects of the economy or economies in which it operates, changes in interest rates, the economic and political environment, fluctuations in foreign exchange rates, shifts in market sentiment etc. Where an investment or security is denominated in a currency other than in ringgit, changes in exchange rates may have an adverse effect on the value and price of that investment as well as of the income derived from it. Investors shall be fully aware of the potential risks connected with the managed portfolios and, more specifically, with the chosen investment strategy. Depending on the investment strategy selected, iFAST Capital may invest in different categories of financial instruments, each with their own specific levels of risk. Investors must be familiar with and understand the types of financial instruments in which his/her assets may be invested pursuant to the investment strategy. Investors should be aware that one particular chosen investment strategy may involve a higher degree of risk than another investment strategy, and investments within the managed portfolios’ framework may result in loss of all or part of the investment, though limited to the amount invested. Investors should also be aware that the returns of the managed portfolios that contain investment funds depend not only on the ability of iFAST Capital but also on the ability of the investment manager of the investment fund.