Tuesday, 25 July 2017

IME Unit Trust Investment Portfolio 2017 - Portfolio Changes as of 25 July 2017

Latest update from "The Guided Investor" indicates there is a change to the attractiveness to invest into India. The 25th July 2017 update indicates that India has become unattractive to invest into.

India has become unattractive to invest into

Since this is a quick post, I am recommending investors to redeem/sell the fund with exposure into India. For the our IME Unit Trust Investment Combination portfolio, Manulife India Equity Fund which takes up 10% of the portfolio will be sold.

For the Shariah portfolio, the exposure to India is via Aberdeen Islamic Asia Pacific ex Japan Equity and it only represents a small percentage of the fund's allocation. Therefore I would recommend that this fund remains in the IME Unit TRust Investment Shariah Compliant portfolio 

Note: Will further update information on the sales of Manulife India Equity Fund in this blog post.

27 July 2017 Updates
IME Unit Trust Investment Portfolio 2017 as of 27th July 2017:-

Pending Transaction for sales of Manulife India Equity fund:-


Take Advantage of eUnittrust to Build Your own Unit Trust Portfolio!

Referring to my previous post, I mentioned one of the criteria of selecting fund is that the fund must be available on eUnittrust (online unit trust platform). If you are building your portfolio (or intend to start now) such as the one above, make sure to use an online platform to save on the sales charge. In fact, during promotional campaigns by eUnittrust, sales charges range only between 0% to 1%!


For further details on the eUnittrust and its benefit, click HERE.

Thursday, 29 June 2017

eUnittrust - Raya 2017 All Funds Promotion

eUnittrust - Raya 2017 All Funds Promotion
Promotion Period:
From 19 June 2017 to 14 July 2017

Number of award winning funds under this promotion:
220 funds from 23 fund houses!

Recommended Unit Trust Portfolio 2017 funds:
 The good news is that 7 of our 9 recommended unit trust funds for 2017 portfolio can be purchased for as low as 0% via this promotion!
7/9 of IME Recommended Funds under this Raya Promotion!

Full list of funds under this promotion:
Check out the full list of unit trust funds under this promotion at the end of this post!

Start Investing Online Now! 
Register a FREE eUnittrust Account by following the steps below:


Full list of funds:
No
Aberdeen Islamic Asset Mgt Sdn Bhd
Promotional
Below
RM5,000
RM5,000
and above
1
Aberdeen Islamic Malaysia Equity Fund (Class A)
1
0
2
Aberdeen Islamic World Equity Fund(Class A)
1
0
3
Aberdeen Islamic Asia Pacific Ex Japan Equity Fund (Class A)- MYR
1
0
No
Affin Hwang Asset Management Berhad (Formally known as Hwang Investment Management Berhad)
Promotional
Below
RM5,000
RM5,000
and above
4
Affin Hwang Equity Fund
1
0
5
Affin Hwang Aiiman Balanced Fund
1
0
6
Affin Hwang Bond Fund
0.5
0
7
Affin Hwang Aiiman Equity Fund
1
0
8
Affin Hwang Principled Growth Fund
1
0
9
Affin Hwang Growth Fund
1
0
10
Affin Hwang Tactical Fund
1
0
11
Affin Hwang Select Asia Pac (ex Japan) REITs&Infrastrc Fund
1
0
12
Affin Hwang Aiiman Asia (Ex Japan) Growth - MYR
1
0
13
Affin Hwang Select AUD Income Fund - RM Class
1
0
14
Affin Hwang Select Opportunity Fund
1
0
15
Affin Hwang Select Balanced Fund
1
0
16
Affin Hwang Select Bond Fund
1
0
17
Affin Hwang Aiiman Global Sukuk - MYR
1
0
18
Affin Hwang Aiiman Growth Fund
1
0
19
Affin Hwang Aiiman Income Plus Fund
1
0
20
Affin Hwang Select Income Fund
1
0
21
Affin Hwang Select Dividend Fund
1
0
22
Affin Hwang Select SGD Income Fund - RM Class
1
0
23
Affin Hwang Select Asia (Ex Japan) Opportunity Fund
1
0
24
Affin Hwang AIIMAN Select Income Fund
1
0
25
Affin Hwang World Series - China Growth Fund
1
0
26
Affin Hwang Japan Growth Fund
1
0
27
Affin Hwang Asean Flexi Fund
1
0
28
Affin Hwang Select Asia Pacific (Ex Japan) Dividend
1
0
29
Affin Hwang Select Asia Pacific (Ex Japan) Balanced
1
0
No
Amanah Mutual Berhad
Promotional
Below
RM5,000
RM5,000
and above
30
AMB Unit Trust
1
0
31
AMB Balanced Trust
1
0
32
AMB Income Trust
1
0
33
AMB Index-Linked Trust
1
0
34
AMB SmallCap Trust
1
0
35
AMB Enhanced Bond Trust
1
0
36
AMB Ethical Trust
1
0
37
AMB Lifestyle Trust Fund Today
1
0
38
AMB Dividend Trust
1
0
39
AMB Value Trust
1
0
40
AMB Dana Yakin
1
0
41
AMB Dana Ikhlas
1
0
42
AMB Dana Arif
1
0
43
AMB Shariah Value Plus Fund - A MYR
1
0
No
AmanahRaya Investment Management Sdn Bhd
Promotional
Below
RM5,000
RM5,000
and above
44
AmanahRaya Islamic Equity Fund
1
0.55
45
AmanahRaya Unit Trust Fund
0.5
0.1
46
AmanahRaya Syariah Trust Fund
0.5
0.1
No
AmFunds Management Berhad
Promotional
Below
RM5,000
RM5,000
and above
47
AmIttikal
1
0
48
AmIslamic Growth
1
0
49
AmIslamic Balanced
1
0
50
AmOasis Global Islamic Equity Fund
1
0
51
Precious Metals Securities
1
0.5
52
Namaa’ Asia Pacific Equity Growth Fund
1
0
53
AmCumulative Growth
1
0
54
AmTotal Return**
1
0
55
AmBalanced Fund
1
0
56
AmConservative Fund
1
0
57
AmDividend Income
1
0
58
AmGlobal Agribusiness
1
0
59
Commodities Equity Fund
1
0
60
AmGlobal Property Equities Fund
1
0
61
AmAsia – Pacific Property Equities Fund
1
0
62
AmPan European Property Equities  Fund
1
0
63
AmSchroder European Equity Alpha Fund
1
0
64
Global Emerging Market Opportunities Fund
1
0
65
AmASEAN Equity
1
0
66
AmAsia Pacific REITs Fund
1
0
67
AmMalaysia Equity Fund
1
0
68
Asia Pacific Equity Income
1
0
69
AmTactical Bond
1
0
70
AmAustralia
1
0
71
AmAsia Pacific Leisure Dividend
1
0
72
AmAsia Pacific REITs Plus
1
0
No
BIMB Investment Management Berhad
Promotional
Below
RM5,000
RM5,000
and above
73
BIMB i Growth
1
0
74
BIMB Dana Al-Fakhim
0.15
0
75
BIMB Dana Al-Munsif
1
0
76
BIMB Dana Al-Falah
1
0
77
BIMB i Dividend Fund
1
0
No
CIMB-Principal Asset Management Bhd
Promotional
Below
RM5,000
RM5,000
and above
78
CIMB-Principal Bond Fund
1
0
79
CIMB-Principal Asia Pacific Dynamic Income
1
0
80
CIMB-Principal ASEAN Total Return – Class MYR
1
0
No
Eastspring Investments Berhad
Promotional
Below
RM5,000
RM5,000
and above
81
Eastspring Investments Dana Al-islah
1
0
82
Eastspring Investments Enhanced Income Fund
1
0
83
Eastspring Investments Global Emerging Markets Fund
1
0
84
Eastspring Investments Global Basics MY Fund
1
0
85
Eastspring Investments Global Leaders MY Fund
1
0
86
Eastspring Investments Dinasti Equity Fund
1
0
87
Eastspring Investments Equity Income Fund
1
0
88
Eastspring Investments Asia Pacific Equity MY Fund
1
0
89
Eastspring Investments Asia Select Income Fund
1
0
90
Eastspring Investments MY Focus Fund
1
0
91
Eastspring Investments Growth Fund
1
0
92
Eastspring Investments Balanced Fund
1
0
93
Eastspring Investments Dana Al-ilham*
1
0
94
Eastspring Investments Dynamic Fund
1
0
95
Eastspring Investments Dana Dinamik
1
0
96
Eastspring Investments Global Target Income Fund
1
0
97
Eastspring Investments ASEAN Al-Adiil Fund
1
0
98
Eastspring Investments Asia Pacific Ex-Japan Target Return
1
0
99
Eastspring Investments Islamic Small Cap Fund
1
0
No
Franklin Templeton Asset Management
Promotional
Below
RM5,000
RM5,000
and above
100
Franklin Malaysia Sukuk Fund - Class A (MYR)
1
0
No
KAF Fund Management
Promotional
Below
RM5,000
RM5,000
and above
101
KAF First Fund
1
0
102
KAF Vision Fund
1
0
103
KAF Core Income Fund
1
0
No
Kenanga Investors Berhad
Promotional
Below
RM5,000
RM5,000
and above
104
Kenanga Premier Fund
1
0
105
Kenanga Balanced Fund
1
0
106
Kenanga Islamic Fund
1
0
107
Kenanga Islamic Balanced Fund
1
0
108
Kenanga Malaysian Inc Fund
1
0
109
Kenanga Growth Fund
1
0
110
Kenanga Syariah Growth Fund
1
0
111
Kenanga Asia Pacific Total Return Fund
1
0
112
Kenanga ASEAN Tactical Total Return
1
0
No
Libra Invest Berhad
Promotional
Below
RM5,000
RM5,000
and above
113
Libra Amanah Saham Wanita Fund
1
0
114
Libra SyariahEXTRA Fund
1
0
115
Libra Asnita Bond Fund
0.5
0
116
Libra DividendEXTRA Fund
1
0
117
Libra EquityEXTRA Fund
1
0
118
Libra Resource Equity Fund
1
0
No
Manulife Asset Management Service Berhad
Promotional
Below
RM5,000
RM5,000
and above
119
Manulife Equity Plus Fund
1
0
120
Manulife Bond Plus Fund
0.25
0
121
Manulife China Equity Fund
1
0
122
Manulife Global Resources Fund
1
0
123
Manulife India Equity Fund
1
0
124
Manulife Shariah - Dana Ekuiti
1
0
125
Manulife Shariah - Dana Sukuk
0.25
0
126
Manulife Investment Shariah Asia-Pacific
1
0
127
Manulife Investment Greater China
1
0
128
Manulife Investment Asia-Pacific REIT
1
0
129
Manulife Investment Pacific
1
0
130
Manulife Investment U.S. Equity
1
0
131
Manulife Investment Indonesia Equity
1
0
No
Maybank Asset Management Sdn Bhd
Promotional
Below
RM5,000
RM5,000
and above
132
Maybank Bosera Greater China Asean Equity-(Class A-MYR)
1
0.5
No
MIDF Amanah Asset Management Berhad
Promotional
Below
RM5,000
RM5,000
and above
133
MIDF Amanah Growth Fund
1
0
134
MIDF Amanah Strategic Fund
1
0
135
MIDF Amanah Islamic Fund
1
0
136
MIDF Amanah Dynamic Fund
1
0
No
Nikko Asset Management Asia Limited
Promotional
Below
RM5,000
RM5,000
and above
137
Singapore Dividend Equity - RM
1
0
No
Pacific Mutual Fund Berhad
Promotional
Below
RM5,000
RM5,000
and above
138
Pacific Dana Murni
1
0
139
Pacific Select Balance
1
0
140
Pacific Select Income
1
0
141
Pacific Focus18 Fund
1
0
142
Pacific Asia Brands Fund
1
0
143
Pacific Dana Dividen
1
0
144
Pacific Focus China Fund
1
0
145
Pacific Global Agriculture Infrastucture & Resources Fund
1
0
146
Pacific Global Stars Fund
1
0
147
Pacific Dynamic AsiaPac
1
0
148
Pacific Dana Aman
1
0
149
Pacific Premier Fund
1
0
150
Pacific Pearl Fund
1
0
151
Pacific Millennium Fund
1
0
152
Pacific Recovery Fund
1
0
153
Pacific Income Fund
1
0
154
Pacific Dividend Fund
1
0
155
Pacific AsiaPac Income Fund
1
0
156
Pacific Dana Imbang
1
0
No
Pheim Unit Trusts Berhad
Promotional
Below
RM5,000
RM5,000
and above
157
Pheim Emerging Companies Balanced Fund
1
0
158
Dana Makmur Pheim
1
0
159
Pheim Asia Ex-Japan Fund
1
0
160
Pheim Asia Ex-Japan Islamic Fund
1
0
No
Phillip Mutual Bhd
Promotional
Below
RM5,000
RM5,000
and above
161
Phillip Master Equity Growth Fund
1
0
No
PMB Investment Berhad
Promotional
Below
RM5,000
RM5,000
and above
162
PMB Sukuk Fund
1
0.6
163
PMB Shariah Index Fund
1
0.6
164
PMB Shariah Mid-Cap Fund
1
0.6
165
PMB Shariah Premier Fund
1
0.6
166
PMB Shariah Aggressive Fund
1
0.6
167
PMB Dana Mutiara
1
0.6
168
PMB Dana Al-Aiman
1
0.6
169
PMB Dana Bestari
1
0.6
170
PMB Shariah Growth Fund
1
0.6
171
PMB Shariah Dividend Fund
1
0.6
172
PMB Shariah Tactical Fund
1
0.6
173
PMB Shariah Small Cap
1
0.6
No
RHB Asset Management Sdn Bhd
Promotional
Below
RM5,000
RM5,000
and above
174
RHB Islamic Global Developed Market
1
0
175
RHB Islamic ASEAN Megatrend Fund - RM
1
0
176
RHB Big Cap China Enterprise Fund
1
0
177
RHB Asian Growth Opportunities Fund
1
0
178
RHB Asia Pacific Fund
1
0
179
RHB Emerging Opportunity Unit Trust
1
0
180
RHB Growth And Income Focus Trust
1
0
181
RHB Kidsave Trust Fund
1
0
182
RHB Golden Dragon Fund
1
0
183
RHB Resources Fund
1
0
184
RHB Small Cap Opportunity Unit Trust Fund
1
0
185
RHB Smart Treasure Fund
1
0
186
RHB Thematic Growth Fund
1
0
187
RHB Malaysia Dividend Fund
1
0
188
RHB KLCI Tracker Fund
0.5
0
189
RHB Energy Fund
1
0
190
RHB Smart Balanced Fund
1
0
191
RHB Smart Income Fund
1
0
192
RHB Gold And General Fund
1
0
193
RHB ASEAN Fund
1
0
194
RHB Asia Consumer Fund
1
0
195
RHB China-India Dynamic Growth Fund
1
0
196
RHB US Focus Equity Fund
1
0
197
RHB Asia Financials Fund
1
0
198
RHB Indonesia Equity Growth Fund
1
0
199
RHB Agriculture Fund
1
0
200
RHB Equity Trust Fund
1
0
201
RHB Global New Stars Fund
1
0
202
RHB Global Equity Yield Fund
1
0
203
RHB Emerging Markets Bond Fund
1
0
204
RHB Asian Income Fund
1
0
205
RHB Dividend Valued Equity Fund
1
0
206
RHB Golden Life Today
0.25
0
207
RHB Golden Life 2020
1
0
208
RHB Golden Life 2030
1
0
209
RHB Capital Fund
1
0
210
RHB Mudharabah Fund
1
0
211
RHB GS US Equity Fund
1
0
212
RHB Asian Total Return Fund
1
0
No
TA Investment Management Bhd
Promotional
Below
RM5,000
RM5,000
and above
216
TA Income Fund
1.3
1.1
217
TA Growth Fund
1.3
1.1
No
UOB Asset Management (Malaysia) Berhad
Promotional
Below
RM5,000
RM5,000
and above
218
United Income Plus
1
0.3
219
United ASEAN Discovery
1
0.5
220
United Bond & Equity Strategic Trust
1
0.5