Q : Can Unit Trust performance beat the KLCI performance ?

A : 3 Possibilities unit trust can beat the KLCI Performance…..

Firstly, it depending on the asset classes. Since KLCI consist of local based assets, its is depending on the asset class is required in the Unit Trust Fund portfolio such as commodities or foreign stocks to outperform the KLCI. Also another way is to invest in an actively managed UT Fud. The third situation is whereby the UT Fund consists of instruments without correlation to the KLCI.

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Q : I would like to set up a regular, hassle free Unit Trust Investment plan. What are my options ?

A : Setting up a regular unit trust investment plan

Committing to investing regularly is an excellent way to build your funds be it for a mid-term goal, to build wealth or retirement. Consistent investing habits will allow you to enjoy the benefits of cost averaging and compounding returns over time.

Here are 3 ways you can go about setting up a regular unit trust investment plan:-

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Q : I am 47 Years old and have invested in unit trust recently. It is to late to invest at my age and sholud i continue to invest until my retirement age.

A : Investing at different lifestages…

Investors go through different life stages in which, their needs, lifestyle requirements change and so willtheir investment portfolio. It is never to late to invest but it is wise to understand and determine your needs before putting your money into anything.

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