FSM Buzz  
Promotion: Recommended Unit Trusts 2017/18 At 0.8% Sales Charge July 5, 2017
Fundsupermart.com is lowering down the sales charges on Recommended Unit Trusts to 0.8% from 6 July 2017 till 3 August 2017. Don’t miss this opportunity to grow your portfolio!
Author : Fundsupermart


Promotion: Recommended Unit Trusts 2017/18 at 0.8% Sales Charge

The highly anticipated list of Recommended Unit Trusts 2017/18 Awards winners is out. This year, 36 unit trusts from 14 unit trust management companies have demonstrated outstanding performance against its peers.

The award winning funds have been subjected to rigorous evaluation by our research team. For a start, unit trusts must have a track record of at least three years to be considered for the awards. The returns of these unit trusts are then compared against benchmarks and peers within similar sectors and regions. The methodology behind selecting the recommended funds is based on several criteria including performance, expense ratio, risk and other qualitative factors across various time periods, to check for performance consistency.

Find out more about the Recommended Unit Trusts 2017/18 HERE.

Fundsupermart.com is lowering down the sales charges on Recommended Unit Trusts to 1.75%0.8% from 6 July 2017 till 3 August 2017. Don’t miss this opportunity to grow your portfolio!

Fund Name
Minimum Initial Investment
EPF Approved
Asset Class
Promotional Sales Charge
CORE EQUITY
Global Equity
Eastspring Investments Global Leaders MY Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
Global Equity (Islamic)
Aberdeen Islamic World Equity Fund
RM1,000
No
Equity
1.75% 0.8%
Buy?
Developed Markets Equity
CIMB-Principal Global Titans Fund
RM500
Yes
Equity
1.75% 0.8%
Buy?
Global Emerging Markets Equity
Eastspring Investments Global Emerging Markets Fund
RM1,000
No
Equity
1.75% 0.8%
Buy?
Asia Ex-Japan Equity
Affin Hwang Select Asia (ex Japan) Opportunity Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
CIMB-Principal Asia Pacific Dynamic Income Fund
RM500
Yes
Equity
1.75% 0.8%
Buy?
Asia Ex-Japan Equity - Islamic
Pheim Asia Ex-Japan Islamic Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
CIMB Islamic Asia Pacific Equity Fund
RM500
Yes
Equity
1.75% 0.8%
Buy?
Malaysia Equity
Kenanga Growth Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
Eastspring Investments Equity Income Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
Malaysia Equity - Islamic
Eastspring Investments Dana al-Ilham
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
Affin Hwang Aiiman Growth Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
BALANCED
Asia Ex-Japan Balanced
RHB Asian Income Fund
RM1,000
Yes
Balanced
1.75% 0.8%
Buy?
Malaysia Balanced
Affin Hwang Select Balanced Fund
RM1,000
Yes
Balanced
1.75% 0.8%
Buy?
Eastspring Investments Dynamic Fund
RM1,000
Yes
Balanced
1.75% 0.8%
Buy?
Malaysia Balanced - Islamic
Eastspring Investments Dana Dinamik
RM1,000
Yes
Balanced
1.75% 0.8%
Buy?
Dana Makmur Pheim
RM1,000
Yes
Balanced
1.75% 0.8%
Buy?
SUPPLEMENTARY PORTFOLIO
Greater China - Sub Regional Equity
CIMB-Principal Greater China Equity Fund
RM500
Yes
Equity
1.75% 0.8%
Buy?
Europe - Sub Regional Equity
TA European Equity Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
India - Single Country Equity
Manulife India Equity Fund
RM1,000
No
Equity
1.75% 0.8%
Buy?
Singapore - Single Country Equity
Singapore Dividend Equity Fund - MYR Class
RM1,000
No
Equity
1.75% 0.8%
Buy?
RM3,300/SGD1,000
No
Equity
1.75% 0.8%
Buy?
RM4,800/USD1,000
No
Equity
1.75% 0.8%
Buy?
Global Resources - Sector Equity
Commodities Equity
RM1,000
No
Equity
1.75% 0.8%
Buy?
Malaysia Small to Medium Companies - Sector Equity
KAF Vision Fund
RM1,000
Yes
Equity
1.75% 0.8%
Buy?
Please take note that EPF purchases require a minimum initial investment of RM1,000

Other than Equity and Balanced unit trusts, investors can also invest into the following 10 Recommended Bond Funds and the newly added Private Retirement Scheme funds:

Fund Name
Minimum Initial Investment
EPF Approved
Asset Class
Sales Charge
Malaysia Fixed Income - Short Duration
AmIncome Plus
RM1,000
Yes
Fixed Income
0%
Buy?
Malaysia Fixed Income
Eastspring Investments Bond Fund
RM1,000
Yes
Fixed Income
0%
Buy?
RHB Bond Fund
RM1,000
Yes
Fixed Income
0%
Buy?
KAF Bond Fund
RM100,000
No
Fixed Income
0%
Buy?
Malaysia Fixed Income - Islamic
AMB Dana Arif
RM1,000
Yes
Fixed Income
0%
Buy?
Libra ASnitaBOND Fund
RM1,000
Yes
Fixed Income
0%
Buy?
Asia Fixed Income
RHB Asian Total Return Fund
RM1,000
No
Fixed Income
0%
Buy?
Affin Hwang Select Bond Fund
RM1,000
No
Fixed Income
0%
Buy?
Global Emerging Markets Fixed Income
RHB Emerging Markets Bond Fund
RM1,000
No
Fixed Income
0%
Buy?
Malaysia Fixed Income with Foreign Exposure
AmDynamic Bond
RM1,000
Yes
Fixed Income
0%
Buy?
Please take note that EPF purchases require a minimum initial investment of RM1,000


Fund Name
Minimum Initial Investment
EPF Approved
Asset Class
Sales Charge
Private Retirement Scheme - Conservative (Malaysia Fixed Income)
Kenanga OnePRS Conservative Fund
RM1,000
No
Fixed Income
0%
Buy?
Private Retirement Scheme - Moderate (Asia ex-Japan Balanced)
Affin Hwang PRS Moderate Fund
RM100
No
Balanced
0%
Buy?
Private Retirement Scheme - Growth (Malaysia Equity)
Kenanga OnePRS Growth Fund
RM1,000
No
Equity
0%
Buy?

 

Buy?

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Terms and Conditions

  1. This promotion is only valid from 6 July 2017 to 3 August 2017.
  2. To be eligible for this promotion, all cash payments (Cheque and Internet payments) and EPF forms must reach us by 3pm on 3 August 2017.
  3. Regular Savings Plan (RSP) sales charge 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.

 

 


This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus, product highlight sheet (PHS), and if necessary, consulting with financial or other professional advisers. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Amongst others, investors should consider the fees and charges involved. The relevant prospectuses have been registered and lodged with the Securities Commission. 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 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.