Some focus on capital growth whereas others focus on distributing periodic dividends. Useful Information. Only buy through licensed consultants such as:. Each licensed consultant has a different sales charge. Fees and charges:. All Unit Trust investments will incur a sales charge. If you sell your units in a Unit Trust fund and then purchase units in another fund, you may have to pay a sales charge. However, if you switch from one fund to another fund that is managed by the same UTMC, you may not have to pay any sales charge.
Unit Trust funds carry risk:. Different types of Unit Trust funds carry different levels of risk. Some are higher in risk than others.
Make sure you ask about the risks before investing in a fund. Rights as a first time investor:. You have the right to apply for and receive a refund for every Unit that you have paid for within six 6 Business Days from the date we received your purchase application. You will be refunded for every Unit held based on the NAV per Unit and the Sales Charge, on the day those Units were first purchased and you will be refunded within ten 10 days from the receipt of the cooling-off application.
Please note that the cooling-off right is applicable to you if you are an individual investor and investing with OCBC for the first time in any Retail Funds. The Bank will represent you as a unit holder:. Your UTC may represent a company that uses a nominee system and your rights as a unit holder may be limited if you invest in Unit Trust funds through it. Grow your Foreign Currency for different life stages. While we offer a wide range of MYR funds you can choose from, you may also have a need for various foreign currencies.
We have just the right thing for you via our foreign currency Unit Trust funds. Through the Unit Trust foreign currency classes, you can now invest directly instead of converting your existing MYR to invest and avoid the potential forex losses. Overseas investment. Grow your overseas investment portfolio without hassle. Globetrot and travel around the world to see new places. Overseas retirement. Live your golden years the best possible way.
Give your children a good head start in life. Unit Trust Currencies Availability. Benefits of foreign currency Unit Trust investment. Potential gain. If you invest in two 2 different foreign currency Unit Trust funds, any loss by one currency in the foreign currency Unit Trust fund could potentially be offset by gains, if any, in the other foreign currency Unit Trust fund.
Investment in foreign currency Unit Trust funds offers a good diversification within the same asset class. While the investment in Fund A denominated in MYR may be loss making, your same investment in Fund A in foreign currency, may potentially deliver better returns. Low correlation. Investing in multiple foreign currencies Unit Trust funds may otentially provide positive risk-adjusted returns due to low correlation with each other and other forms of investment.
Potential risks. Market risk. Fund management risk. This risk refers to the day-to-day management of the Unit Trust fund by the fund manager which will impact the performance of the Unit Trust fund. For example, investment decisions undertaken by the fund manager as a result of an incorrect view of the market or any non-compliance with internal policies, investment mandate, the deed, relevant law or guidelines due to factors such as human error, fraud, dishonesty or weaknesses in operational process and systems, may adversely affect the performance of the Unit Trust Fund.
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We found 28 unit trust investment s for you! Sales Charge 0. Sales Charge 1. More tips for you. About Fundsupermart. This article is provided for general information purposes only, and is not intended to be or constitutes financial advice from Smart Investor or our affiliates. We do not represent or claim that content in this article is accurate, complete or up to date. Fund performance data from fsmone. July Share on facebook Facebook.
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