FSM Buzz  
Promotion: EPF-Approved Funds at 0.8% Sales Charge March 5, 2018
Investors can take the opportunity to invest into various conventional and Shariah-compliant EPF-approved equity/balanced funds, selected by our Research team, at a promotional sales charge of 0.8% from 5 March 2018 till 30 March 2018.
Author : FSM Marketing


Promotion: EPF-Approved Funds at 0.8% Sales Charge

Employees Provident Fund (EPF) has announced a dividend payout rate of 6.9% for conventional savings and 6.4% for shariah savings for 2017. With a higher amount of dividend, EPF contributors are able to further diversify their retirement nest egg. For investors who would like to do so by investing into EPF-approved unit trusts, they can take the opportunity to invest into various conventional and Shariah-compliant EPF-approved equity/balanced funds, selected by our Research team, at a promotional sales charge of 1.75%0.8% from 5 March 2018 till 30 March 2018.

To find out more on the reasons behind the selection of some of these funds, read Our List of Most Consistent Performing EPF Funds.

Fund Name
Sector
Minimum Initial Investment (EPF)
Type
Promotional Sales Charge
Malaysia/Balanced Equity
Small to Medium Companies
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Shariah-Compliant
1.75% 0.8%
Buy?
General
RM1,000
Shariah-Compliant
1.75% 0.8%
Buy?
General
RM1,000
Shariah-Compliant
1.75% 0.8%
Buy?
Asia Ex-Japan Equity
Small to Medium Companies
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Shariah-Compliant
1.75% 0.8%
Buy?
Greater China Equity
General
RM1,000
Conventional
1.75% 0.8%
Buy?
General
RM1,000
Shariah-Compliant
1.75% 0.8%
Buy?
Developed Markets Equity
General
RM1,000
Conventional
1.75% 0.8%
Buy?


Terms and Conditions

  1. This promotion is only valid from 5 March 2018 to 30 March 2018.
  2. To be eligible for this promotion, all cash payments (Cheque and Internet payments) and EPF forms must reach us by 3pm on 30 March 2018.
  3. Regular Savings Plan (RSP) will be adjusted to reflect promotional sales charge during the promotion period.
  4. This promotion does not apply to transactions involving Intra Switch Buy (same fund house).
  5. Account holders under the FSM Rewards Program will be given either the promotional sales charge or the FSM Rewards Program discount, whichever is lower.

how do i invest in unit trusts by using epf account 1 via fundsupermart?

  1. Update your EPF account number in your Fundsupermart investment account and place a buy order online

    To update your EPF account number, click on MY INVESTMENTS > UPDATE ACCOUNT > ACCOUNT DETAILS > EPF / PRS Information.

    After you have updated your account number, the EPF Payment method will be available when you next make a purchase.

  2. Submit the following following documents:

    - KWSP 9N (AHL) form (with black colour thumbprints)
    - Fund Manager Account Opening Form and In-House Subscription Form
    - A copy of NRIC (both front and back) on a piece of A4 paper. Click here for an example. Please note that handwriting on the copy of NRIC is not allowed.

All purchase orders with payment through EPF Account 1 will only be processed after Fundsupermart (FSM) receives these documents. You are required to fill up the original In-House KWSP 9N Form for all fund purchases. The relevant Fund Manager In-House forms can be downloaded at EPF Forms.

 

 

Buy?

Don’t have an account with Fundsupermart.com?
Open an account for free and there is no maintenance fee. You are also not required to have or maintain a minimum holding to keep the account.


 


Investors are advised to read and understand the contents of the product highlight sheet (PHS), the Master Prospectus for Eastspring Investments Small-cap Fund, Eastspring Investments MY Focus Fund, Eastspring Investments Equity Income Fund, Eastspring Investments Dana al-Ilham and Eastspring Investments Dinasti Equity Fund, dated 15 July 2017, the Master Prospectus for Kenanga Growth Fund dated 30 June 2017, the Prospectus for Affin Hwang Aiiman Growth Fund dated 22 September 2017, the Prospectus for Affin Hwang Select Asia (ex Japan) Quantum Fund dated 18 July 2017, the Master Prospectus for Dana Makmur Pheim and Pheim Asia Ex-Japan Islamic Fund dated 30 May 2017, the Master Prospectus for CIMB-Principal Asian Equity Fund and CIMB-Principal Greater China Equity Fund dated 30 June 2017, the First Supplemental Prospectus for CIMB-Principal Asia Pacific Dynamic Income Fund dated 6 February 2017, the Master Prospectus for CIMB Islamic Asia Pacific Equity Fund dated 30 June 2017, the Prospectus for CIMB-Principal Global Titans Fund dated 25 January 2017, and the Master Prospectus for TA Asian Dividend Income Fund dated 1 October 2016 before investing. All the PHS and the Master Prospectuses have been registered and lodged with the Securities Commission and can be obtained from our website. Amongst others, investors should consider the fees and charges involved. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Where a unit split/distribution is declared, investors are advised that following the issue of additional units/distribution, the NAV per unit will be reduced from pre-unit split NAV/cum-distribution NAV to post-unit split NAV/ex-distribution NAV. Where a unit split is declared, investors should be highlighted of the fact that the value of their investment will remain unchanged after the distribution of the additional units. All applications for unit trusts must be made on the application form accompanying the prospectus. The Master Prospectuses and PHS can be obtained from Fundsupermart.com. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website.