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Your model portfolio

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

Cash

10%

Fixed Income

36%

Local Equity

32%

Regional Equity

10%

Global Equity

10%

Alternative

2%

Updated on Quarterly basis

Explore our wealth solutions

Ready to make your investment in Unit Trust? Follow these steps

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.

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