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Top Performing Unit Trust Fund

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) YTD (%) 3 Years Annualized (%)
Franklin US Opportunities MYR***
Aggressive 26.15
-2.56
30.38
29.87
19.48
TA Gold & Silver MYR** Aggressive NA NA NA 27.54
NA
RHB Gold and General**
Aggressive 5.32
-7.97
31.31
26.97
14.61
TA Global Technology**
Aggressive 22.46
-6.76
34.53
26.52
17.16
Precious Metals Securities**
Aggressive -3.28
-6.26
25.22
25.95
13.22

Source: Morningstar

Fund performance updated every biweekly

**Data as of 7 October 2020

***Data as of 8 October 2020

 

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) YTD (%) 3 Years Annualized (%)
Affin Hwang Select Asia (ex Jpn) Qtm** Growth 10.91 -22.67 19.31 38.57 7.35
RHB Big Cap China Enterprise** Growth 27.98 -18.35 20.47 26.13 6.82
Principal Greater China Equity MYR*** Growth 29.60 -10.15 22.62 25.41 11.04
Principal China Direct Opps MYR* Aggressive  NA  NA 19.52 24.68  NA
Principal China Direct Opportunities USD* Aggressive NA NA 20.71 22.75 NA

Source: Morningstar

Fund performance updated every biweekly

*Data as of 30 September 202

**Data as of 7 October 2020

***Data as of 8 October 2020

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) YTD (%) 3 Years Annualized (%)
Kenanga Growth Opportunities*** Aggressive  7.45 -24.85 40.24 43.21 15.82
RHB Capital*** Aggressive 14.65 -19.27 1.08 42.89 4.88
RHB Thematic Growth*** Aggressive  13.58 -13.17 9.35 42.42 9.86
Kenanga Shariah Growth Opportunities*** Aggressive  11.23 -20.38 33.78 40.73 15.72
Eastspring Inv Growth*** Aggressive  20.18 -14.01 -1.71 24.48 4.34

Source: Morningstar

Fund performance updated every biweekly

***Data as of 8 October 2020

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) YTD (%) 3 Years Annualized (%)
RHB China Bond MYR** Balanced NA NA NA 9.58 NA
Eastspring Inv Dana al-Islah*** Conservative 6.11 1.03 3.41 9.55 5.47
Principal Lifetime Enhanced Bond***
Conservative 3.30
3.13
8.12
7.08 6.52
Principal Islamic Lifetime Enh Sukuk*** Conservative 6.10 1.17 5.58 7.06 5.09
Affin Hwang Flexible Maturity Income 16** Balanced NA NA NA 6.43 NA

Source: Morningstar

Fund performance updated every biweekly

**Data as of 7 October 2020

***Data as of 8 October 2020

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) YTD (%) 3 Years Annualized (%)
Principal Islamic Money Market*** Defensive 3.72 3.78 3.46 2.08 3.36
Principal Money Market Income*** Defensive 3.59 3.80 3.40 1.98 3.32
Principal Deposit*** Defensive 3.30 3.41 3.32 1.89 3.14
Principal Islamic Deposit*** Defensive 3.21 3.36 3.26 1.84 3.08

Source: Morningstar

Fund performance updated every biweekly

***Data as of 8 October 2020

What is your risk appetite? 

 

Discover your risk appetite today, to bring you a step closer in achieving your investment goals. 

 

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

Step 1

 

Login to your CIMB Clicks.

Step 2

 

Select ‘Apply & Invest’ and Go to ‘Unit Trust’ under Investments category.

Step 3

 

Now you can easily open your CIMB Unit Trust Account and start investing in any Unit Trust funds of your choice.

Alternatively you can download the detailed steps here

 

 

For mobile devices

 

Step 1

 

 

Visit www.cimbclicks.com.my on your mobile browser and login to CIMB Clicks.

Step 2

 

Select the 'Pen' [Apply & Invest] icon and Go to 'Unit Trust Investment Account' under Investment category.

Step 3

 

Now you can easily invest in your Unit Trust investment.

New to CIMB Bank? Apply for a CIMB Savings Account here. 

 

 

Existing CIMB Bank customer & have not registered at CIMB Clicks yet? 

 

Important Notes

For more information, please consult a Relationship Manager / Sales Personnel at your nearest branch to access the latest disclosure documents.

 

CIMB BANK BERHAD & CIMB ISLAMIC BANK BERHAD DISCLAIMER

THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES. IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE. THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION.  NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN.  EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE.  INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED OR INSURED BY CIMB BANK BERHAD (THE ‘BANK’) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.  INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS AND ITS SUPPLEMENTAL MASTER PROSPECTUS FOR UNIT TRUSTS WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING. FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS, VISIT US AT OUR NEAREST BRANCH.  UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL. INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING. UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN. PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED. INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT.  INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY. UNIT TRUSTS ARE NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA. INVESTORS SHOULD NOT MAKE PAYMENT IN CASH TO A UNIT TRUST CONSULTANT OR ISSUE A CHEQUE IN THE NAME OF A UNIT TRUST.

INVESTORS ARE NOT COVERED BY THE COMPENSATION FUND UNDER SECTION 158 OF THE CAPITAL MARKETS AND SERVICES ACT 2007 (CMSA). THE COMPENSATION FUND DOES NOT EXTEND TO THE INVESTOR WHO HAS SUFFERED MONETARY LOSS AS A RESULT OF A DEFALCATION OR FRAUDULENT MISUSE OF MONEYS OR OTHER PROPERTY, BY A DIRECTOR, OFFICER, EMPLOYEE OR REPRESENTATIVE OF CIMB BANK BERHAD AND CIMB ISLAMIC BANK BERHAD (“CIMB”).  WHERE THE INVESTOR SUFFERS MONETARY LOSS IN THE ABOVE CIRCUMSTANCES RELATED TO THE ACTS OF CIMB’S EMPLOYEE, THE INVESTOR MAY LODGE A COMPLAINT WITH OUR CUSTOMER RESOLUTION UNIT (CRU) AT THE FOLLOWING ADDRESS AND TELEPHONE NUMBER STATED BELOW.  

CUSTOMER RESOLUTION UNIT (CRU)

P.O. BOX 10338

GPO KUALA LUMPUR

50710 WILAYAH PERSEKUTUAN

TEL: +603-6204 7788

 

THE INVESTOR WHO IS NOT SATISFIED WITH OUR CRU’S DECISION MAY REFER THE CASE TO THE SECURITIES INDUSTRY DISPUTE RESOLUTION CENTRE (“SIDREC”) AND/OR THE FEDERATION OF INVESTMENT MANAGERS MALAYSIA’S COMPLAINTS BUREAU (“FIMM”). THE INVESTOR CAN ALSO DIRECT THE COMPLAINT TO THE SECURITIES COMMISSION’S INVESTOR AFFAIRS & COMPLAINTS DEPARTMENT EVEN IF THE INVESTOR HAS INITIATED A DISPUTE RESOLUTION PROCESS WITH SIDREC.

 

Unit Trust is not protected by PIDM.

 

This material has not been reviewed by the Securities Commission (SC).