PISSF - Investment Analysis

Here's one of my client's portfolio for your review. If you can see it gives positive return after 6 months. 

One of these day, I will try to figure our the map of how Unit Trust via EPF Scheme works. 

This client is investing in PISSF Fund, First Investment date is 17/9/2013 and valuation date is 1/4/2013.

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 To review the PISSF fund, please do not hesitate to visit public mutual's website below.

PUBLIC MUTUAL BERHAD FUND REVIEW

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AND AND - DO NOT hesitate to contact me if you think you are eligible to invest!!!

:) :)
 
call me / whatsapp 0196739261 Tasha.unittrust@gmail.com / natashabaharom@gmail.com

Invest in Unit Trust via EPF Member Investment Scheme (EPF-MIS)

Do you know that you can also invest in Unit Trust based via EPF-MIS?

How does it work?

Let me help doing the simple calculation for you.

Investor Z
Age: 33
Total amount in EPF Account 1: RM100,000

Amount of maximum investment based on the above data:

RM12,600.

How do i get the figures?

If you refer below table, and pay attention to the Age & Basic Savings.

Age 33, RM37,000 correct?

So here is the formula where we get the maximum investment amount for the EPF Member Investment Scheme.

20% x (Account 1 EPF Balance - Basic savings)

ie: 20% x (RM100,000 - RM37,000)

RM12,600
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Please visit the official public mutual website for fund which are open for EPF-MIS.

HERE


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Alternatively, you can always PM me (like my fb page first) / email / whatsapp / sms / call and let me do the calculation for you.

Cheers Dear!!!!

Tasha

 natashabaharom@gmail.com

Become a unit trust investor with RM100

Hi all,

Here's a chance for you to become a part of our unit trust investor with an initial investment of RM100 (instead of RM1000).

Last weekend, i went to meet for a very young and cute client. She made a good move by investing RM100 out of her salary to our Unit Trust every month. She's 25 and she works in HSBC.

After that i was supposed to meet my colleague in Setapak but since I was in Shah Alam, I called my high school girl friend to meet her (Well, she just moved in to her new home) and the last time I met her was during raya - 2 yrs ago!! So we talked about a lot of thing and she asked about how Unit Trust works in EPF scheme. After a quick explanation (because we were also talked about our classmates when we were in Form 1-3).. we were like so rushing ok. We want to talk about everything at one time.. HAHAHA. Then we calculate how much she's eligible to invest. She was so satisfied (as it still protects her EPF contribution) and she agreed to invest in unit trust via EPF Scheme! Dang!. Then we closed the deal. Congrats my dear friend.

Oh, did I mention both of them are from the same bank company but different branch? Such a coincidence and my lucky day too.. Alhamdulillah.. Thanks to Allah.

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Back to our topic, Become a unit trust investor with RM100

Below is the snapshot of the fund prospectus. Public Islamic Growth & Income Fund (PISGIF).

 

You can get a full copy of it by clicking at below link.

http://www.publicmutual.com.my/LinkClick.aspx?fileticket=BilxYhnbJLc%3d&tabid=105


or email your request to me.

Have a nice day everyone .. 2 more days for my weekend.

call me / whatsapp 0196739261 Tasha.unittrust@gmail.com / natashabaharom@gmail.com

Unit Trust Initial Investment RM100 only instead of RM1000

call me / whatsapp 0196739261 / 0133029042. natashabaharom@gmail.com

This is the time to open a Unit Trust Investment account as low as RM100 . . .

. . . atau dalam bahasa melayu nya

 "Inilah masanya untuk anda membuka akaun Unit Trust anda dengan modal serendah RM100"

call / sms / whatsapp 0196739261

email | natashabaharom@gmail.com

Buka akaun Unit Trust dengan RM100

Salam all,

Promotion untuk buka akaun Unit Trust dengan hanya RM100 sahaja.

Lekas hubungi saya - 013 302 9042

natashabaharom@gmail.com

Facebook:  natasha.baharom@hotmail.com

EPF Member's Investment Scheme

Investing your EPF monies in unit trust products gives you the opportunity to optimise the potential of your EPF savings for potentially higher returns (at acceptable level of risks) over the long-term, thus providing you with a potentially bigger pool of funds upon retirement.

EPF Members Investment Scheme

The scheme allows EPF members to invest 20% of the amount in excess of the required Basic Savings in Account I.

You can only invest through appointed unit trust management company by the Ministry of Finance.

You are allowed to make your second withdrawal three months after your first withdrawal, provided you are still eligible.

Why invest via EPF Members Investment Scheme?

• No cash investment required - Investment is transacted directly from your EPF Account 1.
• Diversification - Opportunity to diversify your retirement funds with EPF approved funds.
• Capital appreciation - Opportunity to reap capital growth as part of the return on your investment to boost the total lump sum of your EPF savings.

source: http://www.publicmutual.com.my/InvestmentPlanning/EPFInvestmentScheme.aspx

call me / whatsapp 0196739261 Tasha.unittrust@gmail.com / natashabaharom@gmail.com