10 April 2023

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


3. Lipper website 
4. Lipper The Edge Newspaper
5. Bloomberg 
6. Investing.com 
7. FSMone 
8. KWSP i-Akaun i-Invest 


14 Info Unit Trust Penting yang dipaparkan di Platform Morningstar


Morningstar Unit Trust




💛 Harga Unit NAV terkini
💛 Morningstar Rating (1 Star - 5 Star)
💛 Short Term Return
💛 Long Term Annualised Return  (3 Year, 5 Year & 10 Year)
💛 Calendar Return 2014 - 2023
💛 Income Distribution (Dividend) History
💛 Morningstar Risk & Return
💛 Sharpe Ratio
💛 Maximum Drawdown (%) & maximum drawdown duration
💛 Asset Allocation  
💛 Top Holdings
💛 Fund Manager
💛 Interactive Chart
💛 Chart Fund Comparison


6 Info Unit Trust Penting yang dipaparkan di Platform Lipper


Lipper Website untuk Unit Trust



















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


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


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


8 Info Unit Trust Penting yang dipaparkan di Platform Bloomberg


Bloomberg for Unit Trust


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


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


Investing.com for Unit Trust

💛 Harga Unit NAV Terkini
💛 Morningstar Rating (1 Star - 5 Star)
💛 Risk rating (1 Star - 5 Star)
💛 Fund Return & Ranking
💛 Growth of RM1,000
💛 Fund Manager
💛 Daily Price History
💛 Asset Allocation
💛 Top Holdings
💛 Interactive Chart
💛 Technical Analysis


10 Info Unit Trust Penting yang dipaparkan di Platform eunittrust


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


11 Info Unit Trust Penting yang dipaparkan di Platform FSMOne


💛 Harga Unit NAV terkini
💛 Chart Fund Comparison
💛 Annualised Return  (1 Year, 2 Year, 3 Year, 5 Year & 10 Year) 
💛 Calendar Return 2019 - 2023
💛 Total Return / Cumulative Return
💛 Historical NAV Movement
💛 Fund Return Generator
💛 Risk Matrics
💛 RSP Calculator
💛 Fact Sheet 
💛 Fund investment Idea


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

KWSP i-Akaun investment Unit Trust


💜 Harga Unit NAV terkini
💜 Chart Fund Comparison
💜 Annualised Return  (1 Year, 3 Year, 5 Year, 7 Year & 10 Year)
💜 Total / Cumulative Return  (1 Year, 3 Year, 5 Year, 7 Year & 10 Year)
💜 Calendar Return 2019 - 2023
💜 Fund Comparison Chart
💜 Fund Consistent Return Rating
💜 Fund volatility Rating (Risiko)
💜 Fact Sheet
💜 Investment Simulator


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


Fund Fact Sheet Unit Trust


❤️ Date of Report (within latest 6 month)
❤️ Fund Objective
❤️ Category / Type 
❤️ Shariah Status
❤️ Minimum Investment
❤️ Sales Charge 
❤️ Fund Volatility Factor (Risiko)
❤️ Annualised Return  
❤️ Total / Cumulative Return 
❤️ Calendar Return 
❤️ Income Distribution (Dividend)
❤️ Asset Allocation / Sector Allocation
❤️ Top Holdings


4 tempat untuk anda download Fund Fact Sheet (FFS)


2. Website company Unit Trust 
3. FSMone
4. KWSP i-Akaun i-Invest 


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Pakar Strategi Pelaburan Multi-Asset
Unit Trust | Private Mandate | Bitcoin & Crypto | ETF | FCPO

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✅ Saya bukan sekadar bantu anda melabur. Saya bantu anda buat keputusan yang betul — terutamanya bila market tak menentu. Masalah pelabur bukan tak tahu cari keuntungan. Masalah sebenar... mereka tak tahu mengurus kerugian dan emosi. Pelaburan bukan sekadar pilih fund. Pelaburan adalah tentang mengurus emosi sendiri. 

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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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