What is Unit trust.

• A unit trust fund is a collective investment instrument.

Which allow investors with similar investment
objectives to pool their money into a fund.
• The funds will be invested in a diversified portfolio of
equities, fixed income and permitted under sc’s
guidelines on unit trust
Fund will then be invested
Component of unit trust
into a portfolio of assets

investors/unit
Equity Bond trustee
holder

unit trust
Cash Other securities management
company
 Types of unit trust.
Equity Islamic
Objective of the fund
• Achieve steady capital growth
by investing in a shariah-
compliant investment

Fixed-income Funds Islamic Balanced Funds

 low in capital or
affordable
professional
diversified,
management team

Advantages of
unit trust
Caters for different
Access to portfolios
The power of the levels of risk appetites
compouding
 Research Objectives

1. Analysis performance every year.

2. Analysis risk investment.