April 23rd, 2008 by Maliki
Sebelum kita menyertai atau invest dalam sesuatu unit trust fund, kita hendaklah bertanya beberapa soalan berkaitan fund tersebut kepada ejen unit trust (unit trust consultant). Tanyalah kepada ejen sebanyak yang mungkin supaya kita benar2 faham dan dapat mengoptimumkan manfaat pelaburan unit trust yang bakal kita buat. Ini juga dapat mengelakkan kita daripada melabur dalam produk unit trust yang tidak bersesuaian tetapi dipromosikan berlebih-lebihan oleh ejen kerana dia mendapat komisen yang tinggi daripada penjualannya.
Namun begitu, ramai dari kita tak tahu soalan apakah yang patut kita tanya pada ejen tersebut. Biasanya ejen je yang banyak bercakapnya… kita just dengar dan tanya soalan2 basic macam “Berapa jumlah minimum nak invest?” atau “Berapa banyak dan bila fund tersebut bayar dividen?” ataupun “Fund ni konvensional ke Islamic fund?”… mmm, saya tak bermaksud kita tak perlu tahu perkara2 tersebut, tapi banyak lagi perkara yang perlu kita tanya dan minta penjelasan dari ejen. Jawapan yang kita peroleh daripada ejen ini boleh membantu kita menentukan sama ada fund unit trust yang ditawarkan itu bersesuaian dengan matlamat dan objektif pelaburan kita ataupun tidak.
Di sini saya senaraikan beberapa contoh soalan cadangan yang boleh kita tanya pada ejen unit trust.. juga saya sertakan tips berkaitan soalan2 tersebut. Baca keseluruhan post ini »
February 27th, 2008 by Maliki
Hi!
Semalam (26/Feb/2008) berlangsung award presentation ceremony di Hotel Hilton, Kuala Lumpur untuk “The Edge-Lipper Malaysia Fund Awards 2008″. Seperti biasa, untuk 5 tahun berturut-turut, Public Mutual muncul pemenang terbanyak dengan 8 daripada 20 awards untuk tahun 2008. Berikut adalah press release dari Public Mutual website.
“Public Mutual emerged as the biggest winner for the 5th consecutive year at The Edge-Lipper Malaysia Fund Awards 2008″.
Public Bank’s wholly-owned subsidiary, Public Mutual emerged for the fifth consecutive year as the biggest winner at The Edge-Lipper Malaysia Fund Awards 2008 by winning 8 of the 20 awards, including the Lipper award for Best Equity Group for 3 years category.
Public Mutual’s Chairman Tan Sri Dato’ Sri Dr. Teh Hong Piow said that he is very proud that Public Mutual continues to win the most number of awards at this year’s The Edge-Lipper Malaysia Fund Awards. “The icing of the cake is this is the fifth straight time that we have done it,” he added.
He attributed the company’s success to its effective investment strategies. He also thanked the fundholders for their confidence and support.
The awards were presented by Y.Bhg Dato’ Zarinah Anwar, Chairman of the Securities Commission Malaysia to Public Mutual’s Chief Executive Officer, Yeoh Kim Hong and the investment team during the award presentation ceremony which was held on 26 February 2008 at the Hilton Kuala Lumpur Hotel.
The 8 awards won by Public Mutual are:
- Public Mutual Berhad : Best Equity Group Award, 3 Years
- PB Fixed Income Fund : Bond Malaysian Ringgit, 5 years
- PB Growth Fund : Best Equity Malaysia Fund, 5 years
- Public SmallCap Fund : Best Equity Malaysia Small and Mid Caps Fund, 5 years
- PB Balanced Fund : Best Mixed Asset Malaysian Ringgit Balanced Fund, 5 years
- Public Ittikal Fund : Best Equity Malaysia Fund, 5 years (Syariah)
- Public Ittikal Fund : Best Equity Malaysia Fund, 10 years (Syariah)
- Public Bond Fund : Best Bond Malaysian Ringgit Fund, 10 years
February 21st, 2008 by Maliki
Hi! semua.. a quick info for new launch Islamic fund from Public Mutual.
PUBLIC Mutual Bhd has launched the Public Islamic Select Treasures Fund (PISTF) which will invest in Syariah-compliant securities with market capitalisation of up to RM6 billion and have promising growth prospects in the medium to long term. Its chairman, Tan Sri Teh Hong Piow, said PISTF is suitable for investors with aggressive risk-reward temperaments and could withstand extended periods of market highs and lows in pursuit of capital growth. The issue price of PISTF is RM0.25 per unit during the 21-day initial offer period from February 26 to March 17, with the minimum investment at RM1,000.
Prospectus ataupun brochure fund ni dijangka keluar 22/Feb/2008. So secara tentative, saya ringkaskan info fund tersebut seperti berikut..
Fund Name : Public Islamic Select Treasures Fund (PISTF).
Category : Equity Fund.
Type : Capital Growth.
Fund Size : RM375 million.
Distribution Policy : Incidental (pendapatan merupakan matlamat sampingan).
Objective : To achieve capital growth through investments in securities with market capitalisation of up to RM6 billion which comply with Syariah Principles.
Investor Profile : Aggressive.
NAV per unit : RM0.25 during offer period (26/Feb/2008~17/Mar/2008).
Sales Charge : Up to 5% (cash – within offer period), 3% (EPF).
Initial Investment : RM1,000
Additional Investment : RM100
Ok.. sesiapa berminat nak invest dalam fund ini boleh contact saya… pakai cash boleh… pengeluaran EPF pun boleh.
“Marilah melabur dalam pelaburan yang berlandaskan Syariah. Semoga diberkati Allah”
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