Conservative

Whilst you prefer your investments to be in low risk products, you are comfortable with a small portion of your investment in volatile assets. You will invest in a portfolio that will meet income needs and show a fair real return (capital growth) over a medium to long term with the ability to match the effect of inflation.

Your model portfolio

Here are the recommended portfolio across different asset classes based on your investment personality.

Fixed Income & Money Market

71%

Equity

24%

Alternative

5%

Updated on Quarterly basis

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Conservative

Your model portfolio

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Conservative

Your model portfolio

Explore our wealth solutions

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Investment

Financing

Insurance / Takaful

Easy steps to start investing in Unit Trust via CIMB Clicks!

Contact us

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