Buy, Sell or Switch Wholesale Funds via eUnittrust.com.my

Investors which meet the "Sophisticated Investor(s)" requirements, can now purchase Wholesale Funds directly through our eUnittrust.com.my platform.
We have onboarded many wholesale funds under our platform from various unit trust management companies.
Simply login into your eUnittrust.com.my account and select the wholesale funds you wish to invest in via our transaction module.
Kindly refer to the list below for Wholesale Funds exclusively available for Sophisticated Investor(s) via eUnittrust.com.my :

No Affin Hwang Asset Management Berhad Sales Charge (%)
Normal Min Invest
Offline Online
1 Affin Hwang World Series - China Growth Fund - MYR 5.50 1.50 RM30,000
2 Affin Hwang World Series - China Growth Fund - MYR Hedged 5.50 1.50 RM30,000
3 Affin Hwang World Series - Dividend Value - MYR 5.50 1.50 RM30,000
4 Affin Hwang World Series - Global Equity - MYR 6.50 1.50 RM30,000
5 Affin Hwang World Series - European Unconstrained - MYR Hedged 3.00 1.50 RM 10,000
6 Affin Hwang World Series - Global Income Fund - MYR 3.00 1.50 RM 10,000
7 Affin Hwang World Series - US Short Duration High Income Fund - MYR 3.00 1.50 RM 10,000
8 Affin Hwang World Series - Global Quantum Fund - MYR 2.00 1.50 RM 10,000
9 Affin Hwang World Series - Global Healthscience Fund - MYR 2.00 1.50 RM 5,000
10 Affin Hwang World Series - Global Healthscience Fund - MYR Hedged 5.50 1.50 RM 5,000
11 Affin Hwang World Series - Global Target Return Fund - MYR Hedged 5.50 1.50 RM 5,000
12 Affin Hwang World Series - China Allocation Opportunity Fund - MYR 5.50 1.50 RM 5,000
13 Affin Hwang World Series - China Allocation Opportunity Fund - MYR Hedged 5.50 1.50 RM 5,000
14 Affin Hwang World Series - China A Opportunity Fund - MYR 5.50 1.50 RM 5,000
15 Affin Hwang World Series - China A Opportunity Fund - MYR Hedged 1.00 1.50 RM 5,000
16 Affin Hwang World Series - Emerging Markets Short Duration Fund - MYR 3.00 1.50 RM 5,000
17 Affin Hwang World Series - Emerging Markets Short Duration Fund - MYR Hedged 3.00 1.50 RM 5,000
18 Affin Hwang World Series - Global High Income Fund - MYR Hedged 3.00 1.50 RM 5,000
No AmFunds Management Berhad Sales Charge (%)
Normal Min Invest
Offline Online
19 Global Multi - Asset Income - MYR 5.00 1.50 RM 1,000
20 Global Dividend - MYR 5.00 1.50 RM 5,000
21 Amchina A - Shares - MYR 5.00 1.50 RM 5,000
22 Amchina A - Shares - MYR Hedged 5.00 1.50 RM 5,000
23 Robotech Fund - MYR Hedged 5.00 1.50 RM 5,000
24 Europe Equity Growth 5.00 1.50 RM 1,000
25 US-Canada Income and Growth 5.00 1.50 RM 1,000
26 Income and Growth - MYR Hedged 5.00 1.50 RM 1,000
No Amundi Malaysia Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
27 Amundi Bond Global Aggregate - MYR 3.00 1.50 RM 10,000
28 Amundi International - MYR 5.00 1.50 RM 10,000
29 Amundi Bond Global Emerging Blended - MYR 3.00 1.50 RM 10,000
30 Amundi Equity Emerging Focus - MYR 5.00 1.50 RM 10,000
No Principal Asset Management Berhad Sales Charge (%)
Normal Min Invest
Offline Online
31 Principal Global technology Fund - MYR Hedged 5.50 1.50 RM 10,000
32 Principal Global Income - Class MYR Hedged 3.50 1.50 RM 10,000
No Eastspring Investments Berhad Sales Charge (%)
Normal Min Invest
Offline Online
33 Eastspring Investments Japan Dynamic MY - MYR Hedged 5.00 1.50 RM 1,000
34 Eastspring Investments Asian High Yield Bond - MYR Hedged 3.00 1.50 RM 1,000
No Franklin Templeton Asset Management (Malaysia) Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
35 Templeton Global Total Return Fund - MYR Hedged 3.00 1.50 RM 10,000
36 Franklin U.S. Opportunities Fund - MYR Hedged 5.00 1.50 RM 10,000
37 Templeton Global Equity Fund - Class A (MYR) 5.00 1.50 RM 10,000
38 Templeton Global Balanced Fund - Class A (MYR) 5.00 1.50 RM 10,000
39 Templeton Asian Smaller Companies Fund - Class A (MYR) 5.00 1.50 RM 10,000
No KAF Investment Funds Berhad Sales Charge (%)
Normal Min Invest
Offline Online
40 KAF Australia Islamic Property Fund - Class A (RM) 5.00 1.50 RM 10,000
No Kenanga Investors Berhad Sales Charge (%)
Normal Min Invest
Offline Online
41 Kenanga Dana Safa 0.00 0.00 RM 500,000
No Manulife Investment Management (M) Berhad Sales Charge (%)
Normal Min Invest
Offline Online
42 Manulife Asian Small Cap Equity - RM 5.50 1.50 RM 10,000
43 Manulife Asian Small Cap Equity - RM Hedged 5.50 1.50 RM 10,000
44 Manulife Dragon Growth Fund - RM Hedged 5.50 1.50 RM30,000
45 Manulife SGD Income - RM 3.00 1.50 RM 5,000
46 Manulife SGD Income - RM Hedged 3.00 1.50 RM 5,000
47 Manulife ASEAN Equity Fund - RM Hedged 5.50 1.50 RM 5,000
48 Manulife Global Multi - Asset Diversified Income Fund - A (RM-Hedged) G Class 5.50 1.50 RM 5,000
No Maybank Asset Management Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
49 Maybank Financial Institutions Income Fund 0.00 0.00 RM30,000
50 Maybank Financial Institutions Income Asia 1.00 1.00 RM 250,000
51 Maybank Bluewaterz Total Return Fund - MYR 3.00 1.50 RM 10,000
52 Maybank Singapore Reits Fund - MYR 3.00 1.50 RM 20,000
53 Maybank Singapore Reits Fund - MYR Hedged 3.00 1.50 RM 10,000
54 MAMG Gold – MYR Class 3.00 1.50 RM 5,000
55 MAMG Gold – MYR Hedged Class 3.00 1.50 RM 10,000
No Nomura Asset Management Malaysia Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
56 Nomura Global High Conviction Fund - MYR Class 5.00 1.50 RM 10,000
No Nomura Islamic Asset Management Malaysia Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
57 Nomura i - Income Fund 0.00 0.00 RM 10,000
No Opus Asset Management Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
58 Opus Dynamic Income Fund 5.00 1.50 RM 50,000
59 Opus Cash Extra Fund 0.00 0.00 RM 100,000
60 Opus Shariah Cash Extra Fund 0.00 0.00 RM 100,000
61 Opus Shariah Income Fund 0.00 0.00 RM 250,000
62 Opus Global Income Fund 2.00 1.50 RM 250,000
63 Opus Shariah Dynamic Income Fund 2.00 1.50 RM 50,000
No Phillip Capital Management Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
64 Phillip Global Futures Fund 5.00 1.50 RM 100,000
No RHB Asset Management Sdn Bhd Sales Charge (%)
Normal Min Invest
Offline Online
65 RHB European Select Fund 5.50 1.50 RM 20,000
66 RHB Asian High Yield Fund - RM 5.50 1.50 RM 20,000
67 RHB Singapore Income Feeder - RM 5.50 1.50 RM 1,000
68 RHB Global Macro Opportunities Fund - RM 5.50 1.50 RM 1,000
69 RHB Global Artificial Intelligence Fund - RM Hedged 5.50 1.50 RM 1,000
70 RHB China Bond Fund - RM 3.00 1.50 RM 1,000
71 RHB China Bond Fund - RM Hedged 3.00 1.50 RM 1,000
72 RHB Asia High Income Bond Fund - RM Hedged 3.00 1.50 RM 1,000
73 RHB Gold Fund - RM 5.00 1.50 RM 1,000
No UOB Asset Management (Malaysia) Berhad Sales Charge (%)
Normal Min Invest
Offline Online
74 United Asian High Yield Fund - MYR 3.00 1.50 RM 10,000
75 United Global Technology Fund - MYR 5.00 1.50 RM 1,000
76 United Global Technology Fund - MYR Hedged 5.00 1.50 RM 1,000

What is a Wholesale Fund?

A Wholesale Fund is defined as a unit trust scheme established where the units are to be issued, offered for subscription or purchase, or for which invitations to subscribe for or purchase the units are to be made, exclusively to Sophisticated Investor(s).

What are the requirements for an investor be termed as a “Sophisticated Investor”?

According to the Guidelines on Unlisted Capital Market Products, one is considered as Sophisticated investor(s) if meets at least one of the following categories:

(A) HIGH-NET-WORTH INDIVIDUAL
  1. An individual whose total net personal assets, or total net joint assets with his or her spouse, exceeds RM3 million or its equivalent in foreign currencies, excluding the value of the individual’s primary residence.
  2. An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies per annum in the preceding 12 months.
  3. An individual who, jointly with his or her spouse, has a gross annual income of RM400,000 or its equivalent in foreign currencies per annum in the preceding 12 months.
(B) HIGH-NET-WORTH ENTITY
  1. A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts.
  2. A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies.
  3. A company that is registered as a trust company under the Trust Companies Act 1949 which has assets under management exceeding RM10 million or its equivalent in foreign currencies.
  4. A corporation that is a public company under the Companies Act 2016 which is approved by the SC to be a trustee under the CMSA and has assets under management exceeding RM10 million or its equivalent in foreign currencies.
  5. A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967
  6. A statutory body established by an Act of Parliament or an enactment of any State.
(C) ACCREDITED INVESTOR
  1. Central Bank of Malaysia established under the Central Bank of Malaysia Act 2009.
  2. A holder of a Capital Markets Services License.
  3. An executive director or chief executive officer of a holder of a Capital Markets Services License.
  4. A unit trust scheme or a prescribed investment scheme.
  5. A closed-end fund approved by the SC.
  6. A licensed bank as defined in the Financial Services Act 2013 or a licensed Islamic bank as defined in the Islamic Financial Services Act 2013.
  7. A Labuan bank as defined in the Labuan Financial Services and Securities Act 2010
  8. A licensed insurer as defined in the Financial Services Act 2013.
  9. An insurance licensee licensed under the Labuan Financial Services and Securities Act 2010.
  10. A Takaful licensee licensed under the Labuan Islamic Financial Services and Securities Act 2010.
  11. A licensed takaful operator as defined in the Islamic Financial Services Act 2013.
  12. An insurance company registered under the Financial Services Act 2013.
  13. A private retirement scheme as defined in the CMSA.