ANALISA KUALITI UNIT TRUST TERBAIK DAN PEMANTAUAN (MONITORING )

Artikel ini berkongsikan maklumat berkenaan 8 Platform yang boleh digunakan untuk menganalisa kualiti dan monitor pelaburan Unit Trust

8 PLATFORM MONITORING PRESTASI UNIT TRUST

1. Morningstar (KLIK)
2. Lipper website (KLIK)
3. Lipper The Edge Newspaper
4. Bloomberg (KLIK)
5. Investing.com (KLIK)
6. eunittrust (KLIK)
7. FSMone (KLIK)
8. KWSP i-Akaun i-Invest (KLIK)

14 Info Unit Trust Penting yang dipaparkan di Platform Morningstar (KLIK)

1. Harga Unit NAV terkini
2. Morningstar Rating (1 Star - 5 Star)
3. Short Term Return
4. Long Term Annualised Return  (3 Year, 5 Year & 10 Year)
5. Calendar Return 2013 - 2022
6. Income Distribution (Dividend) History
7. Morningstar Risk & Return
8. Sharpe Ratio
9. Maximum Drawdown (%) & maximum drawdown duration
10. Asset Allocation  
11. Top Holdings
12. Fund Manager
13. Interactive Chart
14. Chart Fund Comparison

6 Info Unit Trust Penting yang dipaparkan di Platform Lipper (KLIK)

1. Quality Fund - Total Return (Skor 1 - Skor 5)
2. Quality Fund - Consistent Return (Skor 1 - Skor 5)
3. Quality Fund - Preservation(Skor 1 - Skor 5)
4. Long Term Total Return (3 Year, 5 Year & 10 Year)
5. Latest Price (NAV)
6. Total Net Asset 

6 Info Unit Trust Penting yang dipaparkan di Lipper - akhbar the Edge

1. Quality Fund - Total Return (Skor 1 - Skor 5)
2. Quality Fund - Consistent Return (Skor 1 - Skor 5)
3. Quality Fund - Preservation(Skor 1 - Skor 5)
4. Short Term Performance (3 Month, 6 Month, 1 Year) & Ranking
5. Long Term Total Return (3 Year & 5 Year) & Ranking
6. Total Net Asset

8 Info Unit Trust Penting yang dipaparkan di Platform Bloomberg (KLIK)

1. Harga Unit NAV terkini
2. Range harga 52 minggu (1 tahun)
3. Short Term Return (1 month, 3 month)
4. Long Term Annualised Return  (3 Year & 5 Year)
5. Top Holdings - boleh tengok details individual company profile
6. Income Distribution (Dividend) Terkini (Yield)
7. Chart Fund Comparison
8. Technical Analysis (Chart)

11 Info Unit Trust Penting yang dipaparkan di Platform Investing.com (KLIK)

1. Harga Unit NAV Terkini
2. Morningstar Rating (1 Star - 5 Star)
3. Risk rating (1 Star - 5 Star)
4. Fund Return & Ranking
5. Growth of RM1,000
6. Fund Manager
7. Daily Price History
8. Asset Allocation
9. Top Holdings
10. Interactive Chart
11. Technical Analysis

10 Info Unit Trust Penting yang dipaparkan di Platform eunittrust (KLIK)

1. Harga Unit NAV terkini
2. Annualised Return  (1 Year, 2 Year, 3 Year, 5 Year & 10 Year)
3. Volatility (Risiko)
4. Historical NAV Chart
5. Daily Price History
6. Fact Sheet
7. Fund Ranking
8. Phillip Fund Focus
9. Phillip Allocator
10. Market Review & Outlook

11 Info Unit Trust Penting yang dipaparkan di Platform FSMOne (KLIK)

1. Harga Unit NAV terkini
2. Chart Fund Comparison
3. Annualised Return  (1 Year, 2 Year, 3 Year, 5 Year & 10 Year) 
4. Calendar Return 2018 - 2022
5. Total Return / Cumulative Return
6. Historical NAV Movement
7. Fund Return Generator
8. Risk Matrics
9. RSP Calculator
10. Fact Sheet 
11. Fund investment Idea

10 Info Unit Trust Penting yang dipaparkan di Platform KWSP i-Akaun i-Invest (KLIK)

1. Harga Unit NAV terkini
2. Chart Fund Comparison
3. Annualised Return  (1 Year, 3 Year, 5 Year, 7 Year & 10 Year)
4. Total / Cumulative Return  (1 Year, 3 Year, 5 Year, 7 Year & 10 Year)
5. Calendar Return 2018 - 2022
6. Fund Comparison Chart
7. Fund Consistent Return Rating
8. Fund volatility Rating (Risiko)
9. Fact Sheet
10. Investment Simulator

13 ITEM PENTING UNIT TRUST DI FUND FACT SHEET (FFS) - MONTHLY REPORT

1. Date of Report (within latest 6 month)
2. Fund Objective
3. Category / Type 
4. Shariah Status
5. Minimum Investment
6. Sales Charge 
7. Fund Volatility Factor (Risiko)
8. Annualised Return  
9. Total / Cumulative Return 
10. Calendar Return 
11. Income Distribution (Dividend)
12. Asset Allocation / Sector Allocation
13. Top Holdings

4 tempat untuk anda download Fund Fact Sheet (FFS)

1. Website company Unit Trust 
2. eunittrust (KLIK)
3. FSMone (KLIK)
4. KWSP i-Akaun i-Invest (KLIK)

OK. Dah selesai Bab 2. Jom sambung Bab seterusnya.

• Bab 1 : Asas Pelaburan Unit Trust Terbaik (KLIK)
• Bab 2 : Analisa Kualiti Unit Trust Terbaik & Pemantauan (Monitoring) (KLIK)
• Bab 3 : Pulangan Return Keuntungan Pelaburan Unit Trust Terbaik (KLIK)

Tak habis lagi......

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• Top 50 Unit Trust Terbaik (Islamic & Conventional) - Dec 2025
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• Top 30 Unit Trust KWSP-Approved Paling Perfrom
• Prestasi Terkini Unit Trust ASNB (Amanah Saham Bumiputera, Amanah Saham Malaysia, Amanah Saham Nasional)
• Top 30 PRS (Private Retirement Scheme) Paling Tinggi Pulangan
• 100 Tips Pelaburan Unit Trust
• Asas Pelaburan Unit Trust
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Penulis,

Cikgu Adi  (KLIK untuk lebih mengenali saya) 
Group Financial Consultant,
Group Agency Manager.

Unit Trust | Private Mandate | Bitcoin & Crypto | ASB Financing 

📞 012-5588680 (KLIK untuk Wassap - Tanya jer apapun)

👉 Facebook (Follow FB ini supaya tak terlepas perkongsian Eksklusif yang bermanfaat & strategi kewangan terkini tentang simpanan & pelaburan)

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DISCLAIMER :

Past performance does not reflect future performance. All information in this article / blog is for educational purposes only and should NOT be taken as investment advise, nor as a recommendation or endorse.

Please refer to your agent for details explanation. Thanks.

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