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Chapter 12 Unit Trust.

Published by Vernon Robertson Modified over 9 years ago

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Unit Investment Trust (UIT)

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PUBLIC MUTUAL BERHAD…

Sep 19, 2014

590 likes | 2.88k Views

PUBLIC MUTUAL BERHAD INVESTMENT PROPOSAL PREPARED BY: Ida Azerin Razali Agency Manager 012 321 51 90. PUBLIC MUTUAL BERHAD…. is Malaysia’s largest private unit trust company with 72 funds under management.

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PUBLIC MUTUAL BERHAD INVESTMENT PROPOSALPREPARED BY: Ida AzerinRazaliAgency Manager012 321 51 90

PUBLIC MUTUAL BERHAD… • is Malaysia’s largest private unit trust company with 72 funds under management. • has over 2,000,000 accountholders and as at 30 November 2009, the total net asset value of the funds managed by the company was RM34.7 billion • a wholly owned subsidiary of Public Bank • commanding more than 43%of the market share.

The proposal is for investment into our Public China Ittikal Fund (PCIF) which objective is to achieve capital growth over the medium and long term period by investing in a portfolio of Shariah-Compliant investments in the greater China region and the balance in the domestic market Thank you for your kind attention and interest in our Company

Unit trust overlook since last year As we already know, unit trust is an investment vehicle that diversify its pool of money to variety of assets classes. Since November 2007 until November 2008, the world stock market is on its all time bottom averaging for the last 10 years. At that point, it is really really good to invest especially in unit trust because we buy at the lowest price ever. Since last 8 months, our Public Mutual Funds perform very well, ranging from 15% to 100% of returns. Although the stock market still not recovered yet, but our funds always outperformed the stock market, its benchmark. What a performance from Public Mutual Berhad !. So, this time around, I would not want you to “miss the opportunity” again. Here I enclosed some of the performance of the funds ranging from last 8 months ago.

Performance of Funds and Benchmarks From 01/01/2009 To 30/09/2009

Public China Ittikal Since Inception December 2007

In 12 months, 55.07%!

PCIF Snapshots • Financial Year End : 30 November • Launch Date : 20/11/2007 • Approved Fund Size : 7.5 Billion Units • Current Fund Size NAV : RM1,220.07 Million Units : 6,051.65 Million • Asset Allocation by Country: • China 47.54% • Taiwan 30.06% • Malaysia 10.35% • Hong Kong 7.05%

PCIF Snapshots cont. • Top 5 Sectors: • Industrial 21.22% • Communications 18.01% • Energy 13.49% • Technology 13.30% • Consumer 11.11% • Top 5 Companies: • China Mobile Limited 7.59% • Taiwan Semiconductor Manufacturing Company Limited 4.76% • Hon Hai Precision Industry Company Limited 4.43% • PetroChina Company Limited 3.84% • CNOOC Limited 3.73%

Opportunities Ahead • As at today, our Kuala Lumpur Composite Index is at 1260 points. And for the foreign index, the Dow Jones (US) is at 10,545 points and Shanghai (China) is at 3233 points. • This figure is a positive numbers to us. Normally, after a recession or market correction, the index will bounce back higher than it previous performance. And as you know, Unit trust is always outperformed the benchmark index. KLCI 1260 to 1500 = 20% Dow Jones 10,545 to 14000 = 33% Shanghai 3233 to 6000 = 86%

Bursa Malaysia. 1260 to 1500 = 20%

Shanghai Stock Exchange. 3233 to 6000 = 86%

So, this is the time to “take action” and start investing in Public Mutual. Don’t miss the boat of opportunities again, or else we need to wait for another cycle of 10 years to get into it. Conclusion TIME IS MONEY, SPEED IS PROFIT !

Mutual Gold Elite Privileges and Benefits Privileged Health Packages You get to enjoy up to 50% savings on health screening packages at the Pantai Group of Hospitals. Free Insurance Coverage Enjoy free Group Personal Accident with Permanent Disability Insurance coverage of RM1.00 for every 1 Qualifying Point subject to a maximum coverage of RM750,000. This coverage ceases in the event that your Qualifying Points drop below 100,000 at any one time. Privileged Benefits with Public Bank Get a Free-for-life Platinum Credit Card* from Public Bank for as long as you maintain your Mutual Gold Elite status. Free Will Writing and Trust Nomination Services Get your Will written now. PB Trustee and Amanah Raya Berhad can help, and the Will Writing* is free without having to appoint them as Executor. Free Switching You get to enjoy up to 20 free switching a year. Red Carpet Banking Privileges You also get a dose of Red Carpet Banking privileges, offered by Public Bank to their value customers. All that is required of you is to maintain a minimum of RM50,000 in savings, current and unit trust accounts with Public Bank. Exclusive Mutual Gold Centre Enjoy a drink and relax in the comfort and ambience of our Mutual Gold Centre while we attend to you.

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