Are you an EPF MIS investor or considering unit trusts? This video is your essential guide to understanding two crucial documents most investors overlook: the Product Highlight Sheet and the Fund Fact Sheet!Many invest based on faith, not knowledge, leading to regret years later when returns don't meet expectations. Learn why reading these documents is critical, especially when using your EPF money, to ensure your investments are truly suitable and performing well.In this in-depth walkthrough, we'll show you exactly how to read a Product Highlight Sheet and a Fund Fact Sheet using real examples. Discover:- Fund Suitability: Who is this fund for? (Risk tolerance, investment horizon)- Key Features & Strategy: What is the fund invested in? (Equity, bonds, income vs. growth)- Fees & Charges: Understand sales charges, annual management fees, and trustee fees.- Performance Analysis: How to interpret average total return, annual total return, and benchmark comparisons (e.g., FBM KLCI). See if your fund truly beats a Fixed Deposit!- Key Risks: Identify specific and market risks associated with your investment.- Portfolio Holdings: What assets the fund is currently holding and what that tells you about market sentiment.- Valuation & Exiting: How fund prices are determined daily.By the end of this video, you'll be empowered to make informed investment decisions, avoid common pitfalls and scams, and even discover great unit trust funds your consultant might not be telling you about!–Try our retirement calculator!➡️ https://finlit.my/rcyt25Check us out on Spotify Podcasts➡️ https://open.spotify.com/show/1EhftKYdbpC0C2VnTJOO2K?si=a7eb6b537e1c4031&nd=1&dlsi=9b7aee802b914b4a#login IBKR ➡️ https://www.interactivebrokers.com/mkt/?src=mrmoneytvPY&url=%2Fen%2Fwhyib%2Foverview.phpUnlock limitless global investment opportunities with Interactive Brokers' trading technology!Invest in Stocks with MooMoo!➡️ https://tinyurl.com/flmm24Code: MMTV40Get RM140* worth of rewards when you deposit RM1,000 and enjoy 0% commission on all trades!*In the app, before placing your first deposit, search for "Exclusive Deposit" , Join Now, Deposit RM1,000 and fill in the code MMTV40LUNO➡️ https://tinyurl.com/mmluno1Buy RM250 worth of any crypto on Luno and get an additional RM75 in BTC!Code: MMTVLN24Seeking Alpha➡️ https://tinyurl.com/MMSA24Your one-stop platform to research stocks, bonds, and other instruments. Get $50 off for Alpha Picks + 60 days of free Premium! (Promotion is valid until February 15th, 2025)TOKENIZE ➡️ https://tinyurl.com/mmtvtm2Experience secure and affordable crypto trading with Tokenize! Code: MMTV1Special thanks to: 🛋️ Furniture by MAJUHOME Concept: https://finlit.my/majuhome🪵 Acoustic Wall Panel by Sleek: https://tinyurl.com/sleekpanel🎨 Design by Atap: https://finlit.my/atapco#UnitTrust #FundFactSheet #ProductHighlightSheet #InvestingMalaysia #EPFMIS #PersonalFinance #FinancialLiteracy #InvestmentGuide #MalaysianInvestor #WealthManagement #FinancialEducation #[YourChannelName] (Your Branded Hashtag) #InvestSmart #MoneyTips--Come say Hi to us at, 🌐 Website: https://www.mrmoneytv.com/ 📘 Facebook: / mrmoneytv 🐦Twitter: / https://x.com/mrmoneytvchnl?s=21📱 Instagram: https://www.instagram.com/mrmoneytv 🖊️ LinkedIn: / mr-money-tv 🤳 TikTok: @mrmoneytvchannel 🎙️ Podcast:https://open.spotify.com/show/1EhftKYdbpC0C2VnTJOO2K?si=NDZmt_i-RiWSS8wHIFOdnQFor business & job enquiries, do contact us at,✉️ mrmoney@mrmoneytv.comDisclaimer:This is not investment advice. All content produced is solely for education and entertainment purposes only. Please consult your financial adviser before making any investment decision.
信息
- 节目
- 频率两周一更
- 发布时间2025年7月29日 UTC 10:30
- 长度33 分钟
- 分级儿童适宜