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


❤️ Morningstar 
❤️ Lipper website 
❤️ Lipper The Edge Newspaper
❤️ Bloomberg 
❤️ Investing.com 
❤️ eunittrust 
❤️ FSMone 
❤️ 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)


💜 Website company Unit Trust 
💜 eunittrust
💜 FSMone
💜 KWSP i-Akaun i-Invest 


🔆🔆🔆🔆🔆🔆🔆🔆🔆


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




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Konsultan Pelaburan Bertauliah (SC & FIMM)
Unit Trust | Equity | FCPO | ETF | Crypto | IPO | Pre-IPO | ASB Financing

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📞 012-5588680 (Wassap (KLIK)
📞 012-5588680 (Wassap (KLIK)


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