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Disclaimer: This compilation is prepared by Phillip Mutual Berhad in its capacity as an institutional unit trust agent for specific Funds. You are advised to read and understand the relevant prospectus for the Funds. Such prospectus has been registered with the Securities Commission which takes no responsibility for its contents and is obtainable at any of our office. You should consider the fees and charges involved and consult your financial adviser if you are in doubt about any feature or nature of the funds. The prices of units and distribution payable if any may go down as well as up and past performance of the fund is no guarantee for its future performance. Any issue of units to switch the prospectus relates will only be made on receipt of the application form referred to in and accompanying the prospectus.
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Disclaimer: This compilation is prepared by Phillip Mutual Berhad in its capacity as an institutional unit trust agent for specific Funds. You are advised to read and understand the relevant prospectus for the Funds. Such prospectus has been registered with the Securities Commission which takes no responsibility for its contents and is obtainable at any of our office. You should consider the fees and charges involved and consult your financial adviser if you are in doubt about any feature or nature of the funds. The prices of units and distribution payable if any may go down as well as up and past performance of the fund is no guarantee for its future performance. Any issue of units to switch the prospectus relates will only be made on receipt of the application form referred to in and accompanying the prospectus.
What is Unit Trust Fund
A unit trust fund pools together the money from many individuals and then the fund manager uses it to invest in a broad range of assets. Their aim is to help you grow your money and if required, provide you with a regular income.
The fund manager will invest in different asset types such as cash, bonds, equities and property - exactly what the fund manager buys depends on the investment objective of the fund.
Benefits of a pooled investment:
  • You take advantage of the fund manager's specialized knowledge
  • By collating your investment into a fund with thousands of other investors you have access to investment opportunities that may not be available to individual investors
  • Your risk is spread, so your investment does not depend too heavily on the fortunes of individual companies
Please remember that the value of investments can go down as well as up and you may get back less than you invested

As funds typically invest in a number of different underlying assets they can help spread your investment risk. If you invest in a small number of companies via stocks and shares you would be reliant on the fortunes of these organisations. By investing in a fund, your money could be invested across hundreds of companies, making you less reliant on the success or failure of any individual company, and creating a diversified portfolio.
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