6 Golden Rules For Investing in Unit Trust

If you wanted/decided for investing in Unit Trust just remember simple 6 golden rules.

1. Investor's (you) Investment Objective

Example: Retirement Planning, Children Education, Savings can beat Inflation and Others

2. Invest in Mid to Long-Term time horizon

Invest more than 3 year above.

3. Invest Regularly/Repeatedly

Example: DCA -Dollar Cost Averaging, VCA-Value Cost Averaging

never invest all your money at once.

4. Investor's (you) Risk Profile

Example: Invest in type of fund, Aggressive, Moderate and Conservative.

UTC will recommended the funds accordingly

5. Establish Expected Returns

Expected Mid to Long -Term Unit Trust Return 6% - 12% p.a.

6. Review Regularly & Rebalanced

If the objectives achieved, time horizon and change of risk profile, investor's investment need to review.

Example: Invest 70% Equity Fund and 30% in Bond Fund

Happy Investing!