www.eunittrust.com.my/

Recommended Brokers


2bz4money

Legendary Member
Joined
Aug 24, 2006
Messages
10,614
Reaction score
2,067
Points
191
https://www.eunittrust.com.my/

THE COMPANY

eUnittrust.com.my is the online unit trust distribution channel of Phillip Mutual Berhad. Phillip Mutual Berhad (PMB) was incorporated in Malaysia on 31 January 2002 under the Companies Act 1965 with paid up capital of RM10,580,000.

PMB is licensed to Capital Markets and Services Act 2007. The shareholders of PMB are Phillip Capital Holdings Sdn Bhd (PCH) (70%) and Ehsan Astaka Sdn Bhd (30%). PCH is in the financial services industry and has 8 subsidiaries, which are involved in various businesses such as fund management, information technology, money lending and properties. As at 30 April 2012 PMB has 2 Unit Trust Funds under its management.

PMB's sole activity is the management of unit trust funds. Our vision is to become a centre of investment excellence in Malaysia through the following approaches:

Product Leadership - PMB shall offer innovative investment products for customers;
Operational Excellence - PMB shall aim to produce consistent and superior investment returns while offering efficient and effective operations; and
Customer Intimacy - PMB shall strive to provide value added customer services at all times.

Our staffs have extensive experience in the unit trust industry within their respective areas of specialisation. They will be responsible for the day-to -day management of the funds, reporting to the Board of Directors, Investment Committee, Trustee and the Securities Commission. PMB is essentially part of the PhillipCapital Group of companies, a financial conglomerate with interests in stockbroking, futures broking, fund management and information technology. The group was established in 1975 and has a presence in 13 countries including Malaysia, Singapore, Thailand, Indonesia, Hong Kong, Australia, United Kingdom, Japan, China, France, Turkey, Sri Lanka and United States employing more than 3500 people worldwide.



p/s: saya bukan agen UT ini; cuma sebagai seorang pelabur UT Syariah yang ingin berkongsi info mengenainya kat CG ini. Semoga bermanafaat..:)

Dr Tan Chong Koay’s thoughts (few borrowed, mostly self-developed) on the discipline of value investing:

1. “Buy when most people, including experts, are pessimistic, and sell when they are actively optimistic.” –Benjamin Graham

2. “The investor of today does not profit from yesterday’s growth.” – Warren Buffett

3. “Success in stock market is based on principle of buying low and selling high.” – Sir John Templeton

4. “During boom times, investors are generally over optimistic. When the trend reverses, investors are normally ultra pessimistic.” – Dr. Tan Chong Koay

5. “One of the biggest problems during prolonged periods of declining market is no one likes to buy and temporarily underperform, even though the market is grossly under-valued.” – Dr. Tan Chong Koay

6. “Very few, if not none, knows the lowest point. Buying near the lows is the best you can do.” - Dr. Tan Chong Koay

7. “The major benefit of buying during crisis period is : Good shares are selling at bad prices. Emotions overtake rationalities.” - Dr. Tan Chong Koay

8. “If you have long-term funds and can withstand volatility and the market is at extreme low, you should increase your exposures and go towards fully invested.” - Dr. Tan Chong Koay

9. “Keeping cash when the equity market is at the extreme low is not a good alternative, as chances of equities outperforming cash improve significantly.” – Dr. Tan Chong Koay

10. “If you want to make money, you need to take calculated risks, and you do not want the market to function efficiently and perfectly. “ - Dr. Tan Chong Koay

11. “Think long term when the market is, in your opinion, low.” – Dr. Tan Chong Koay

12. “Never fully invested at all times.” – Dr. Tan Chong Koay

13. “Unless you wish to experience bankruptcy, never over borrow to buy shares.” - Dr. Tan Chong Koay

14. “After careful share analysis, investors need patience to wait for the companies to prove themselves.” – Dr. Tan Chong Koay

15. “Winners are those who buy undervalued shares which eventually gain popularity.” – Dr. Tan Chong Koay

16. “Never hesitate to sell share when you think it is grossly overvalued.” - Dr. Tan Chong Koay

17. “Most investors feel happy when shares rise and feel depressed when they fall. You should feel the opposite.” – Dr. Tan Chong Koay

18. If you follow a proven philosophy, your chances of winning improve. – Dr. Tan Chong Koay

19. “Trying to buy share at the lowest price and sell at the highest is unrealistic.” – Dr. Tan Chong Koay

20. “Studying the cycles of industries well will help investors to profit from the fluctuations.” – Dr. Tan Chong Koay

21. “In a volatile environment, the investment philosophy of “Never Fully Invest At All Times” should perform better than “Fully Invest At All Times” in the long run.” – Dr. Tan Chong Koay

22. “Consider increasing your equity exposure when the market is near the lowest.” – Dr. Tan Chong Koay

23. “If you believe the equity market is efficient, you will never be a star.” – Dr. Tan Chong Koay

24. “Establishing a good long-term track record must be the goal of every fund manager.” – Dr. Tan Chong Koay

25. “Value is in the eyes of the beholder.” – Dr. Tan Chong Koay

26. “Value investing is one of the most widely practiced investment approach for centuries. The main reason being it is a relatively simple approach that can be executed with good chance of success.” – Dr. Tan Chong Koay

27. “A conservative equity investor should be cautious and not be fully invested when the market P/E and prospective P/E exceed 30, even though you have long term fund.” – Dr. Tan Chong Koay

28. “As a value investor, you should not buy a share just because it has dropped more than 80%. You will only buy because the share meets your investment criteria and it is undervalued.” – Dr. Tan Chong Koay

29. “Is it better to buy a blue chip that sell at overstretched price or an undervalued emerging company that meets your investment criteria? I prefer the latter.” – Dr. Tan Chong Koay

30. “History is important but it does not guarantee success.” – Dr. Tan Chong Koay

31. “You must buy or sell your shares if they are trading at ridiculous prices.” – Dr. Tan Chong Koay

32. “It is wrong to invest in share just because you have the money. It should be because the markets/ shares are attractive and undervalued.” – Dr. Tan Chong Koay

33. “My best advice is buy in bad times and hold for long term.” – Dr. Tan Chong Koay

34. “Unless you can stand to lose, you should not invest in the stock market. You must learn from losing money.” – Dr. Tan Chong Koay

35. “You can make many small mistakes but not big mistakes. Diversification is a solution.” – Dr. Tan Chong Koay

36. “Knowledge, experience and research allow one to mitigate and benefit from volatility.” – Dr. Tan Chong Koay

37. “The economy’s performance and market performance may not be the same. Many times, when the economic growth is near the peak, the market crashes.” – Dr. Tan Chong Koay

38. “Investors should buy and sell a share which everyone will eventually want to buy and sell, but ahead of everyone else.” – Dr. Tan Chong Koay

39. “Small to medium-size companies are not necessarily higher risks. Many of them are dark horses and can become big winners.” – Dr. Tan Chong Koay

40. “Do not buy when the market is too high and do not place too much value on future earnings which may never materialize. One who buys too high can only sell lower.” – Dr. Tan Chong Koay

41. “Company visits do not guarantee good returns. You need hard work, analysis, experience and wisdom.” – Dr. Tan Chong Koay

42. “When analyzing a company, it is important to single out the significant factors that can enable the business to grow with a competitive edge.” – Dr. Tan Chong Koay

43. “A contrarian near the peak or the bottom of a cycle benefits most.” – Dr. Tan Chong Koay

44. “You do not need to be a genius to succeed.” – Dr. Tan Chong Koay

45. “Selling a share at a loss is not tantamount to making a mistake. You may make more losses by holding on.” – Dr. Tan Chong Koay

46. “During the crisis period, buy a share that corrects sharply with low gearing, price earnings ratio and has earnings growth.” – Dr. Tan Chong Koay

47. “In normal circumstances, over-diversification will not give you a superior result.” – Dr. Tan Chong Koay

48. “Establishing an appropriate investment strategy is admittedly not easy but essential to good performance.” – Dr. Tan Chong Koay

49. “Pheim Asset Management Sdn Bhd has followed its own value-investing investment philosophy of “not fully invested at all times” since it started operation in January, 1994. It now has established a long term track record. The philosophy has worked for the past 20 years and will remain relevant for many more years to come.” – Dr. Tan Chong Koay

50. “It is satisfying to have founded Pheim Asset Management Sdn Bhd, Malaysia with the investment philosophy of “not fully invested at all times”. It has produced superior long-term performance and at the same time created jobs adding value to the society and the industry.” – Dr. Tan Chong Koay

51. “An investor who has the skills and wisdom to take advantage of the market’s peak and trough is a true value investor.” – Dr. Tan Chong Koay

52. “Most investors know how to buy but not how to sell. Falling in love with a stock near its peak is not wisdom. Failing to buy one that has corrected sharply but run by good management team in industries that can grow is considered a weakness.” – Dr. Tan Chong Koay

53. “It is not difficult to assemble a 5-man investment team comprising highly qualified professionals. It is much more difficult to build an investment team sharing a common investment philosophy and culture.” – Dr. Tan Chong Koay

54. “Reading the major trend right is critical for outperformance. It is more difficult than most realise.” – Dr. Tan Chong Koay

55. “Which investor gets rich by putting all his / her monies in savings accounts?” – Dr. Tan Chong Koay

56. “Fund management is like running a marathon. You need patience, perseverance and hard work.” – Dr. Tan Chong Koay

57. “A portfolio that deviates from the benchmark components will have a higher tracking error and very often rated as a high risk portfolio. Therefore, an investor who takes advantage of the market’s ups & downs and outperforms the benchmark index will have a higher tracking error; he cannot be rated as a high risk investor by reading the market right.” – Dr. Tan Chong Koay

58. “Do you prefer to buy a stock that has a comparatively low price to book ratio or a low prospective price earnings ratio? I prefer a stock that has both in addition to meeting Pheim’s investment criteria.” – Dr. Tan Chong Koay

59. “Learning in the fund management industry is never complete even if one has experienced both bull and bear markets.” – Dr. Tan Chong Koay

60. “It is difficult for a long only equity fund manager to consistently outperform if the holding period is less than one month. An investor needs patience to allow the strategy to work.” – Dr. Tan Chong Koay

Dr Tan Chong Koay
Founder and Chief Strategist
Pheim Asset Management Sdn Bhd
 
Last edited:
Sponsored Post

megat2

Fun Poster
Joined
Jul 19, 2012
Messages
151
Reaction score
0
Points
10
haaa...thanks bro...

as mentioned by abg 2by4money, eunittrust adalah platform untuk customer yg quite familiar and nak maksimum kan pegangan sbb sales charge adalah sangat rendah...

kalau nak agent uruskan jugak tp under eunittrust pun bole..same je sales charges macam kat atas (below 2%)..
 

megat2

Fun Poster
Joined
Jul 19, 2012
Messages
151
Reaction score
0
Points
10
tp client under eunittrust akan terlepas satu product lagi dari Phillip Mutual ...hanya planner dari Phillip Mutual je boleh distribute product nih..Private Manage Account.

similar to APex Asset Management, Phillip Mutual juga enable normal EPF investor to invest directly to shares..maksudnye keluarkan duit epf leh invest dalam bursa directly..

kelebihan kat Phillip Mutual is sape2 yg invest tuh boleh choose same ade nak fund die diuruskan oleh fund manager (akan ade satu designated junior fund manager jage dan uruskan jual beli saham) atau die nak urus sendiri..

actually ni product Phillip paling top cume xsemue agent phillip boleh distribute product nih..agent tuh mesti lulus at least 2 module dalam CFP or RFP baru leh dapat distribute product nih..
 

General Juhziz

Super Active Member
Joined
Apr 21, 2010
Messages
8,673
Reaction score
250
Points
81
https://www.eunittrust.com.my/

THE COMPANY

eUnittrust.com.my is the online unit trust distribution channel of Phillip Mutual Berhad. Phillip Mutual Berhad (PMB) was incorporated in Malaysia on 31 January 2002 under the Companies Act 1965 with paid up capital of RM10,580,000.

PMB is licensed to Capital Markets and Services Act 2007. The shareholders of PMB are Phillip Capital Holdings Sdn Bhd (PCH) (70%) and Ehsan Astaka Sdn Bhd (30%). PCH is in the financial services industry and has 8 subsidiaries, which are involved in various businesses such as fund management, information technology, money lending and properties. As at 30 April 2012 PMB has 2 Unit Trust Funds under its management.

PMB's sole activity is the management of unit trust funds. Our vision is to become a centre of investment excellence in Malaysia through the following approaches:

Product Leadership - PMB shall offer innovative investment products for customers;
Operational Excellence - PMB shall aim to produce consistent and superior investment returns while offering efficient and effective operations; and
Customer Intimacy - PMB shall strive to provide value added customer services at all times.

Our staffs have extensive experience in the unit trust industry within their respective areas of specialisation. They will be responsible for the day-to -day management of the funds, reporting to the Board of Directors, Investment Committee, Trustee and the Securities Commission. PMB is essentially part of the PhillipCapital Group of companies, a financial conglomerate with interests in stockbroking, futures broking, fund management and information technology. The group was established in 1975 and has a presence in 13 countries including Malaysia, Singapore, Thailand, Indonesia, Hong Kong, Australia, United Kingdom, Japan, China, France, Turkey, Sri Lanka and United States employing more than 3500 people worldwide.



p/s: saya bukan agen UT ini; cuma sebagai seorang pelabur UT Syariah yang ingin berkongsi info mengenainya kat CG ini. Semoga bermanafaat..:)
mcm fund supermart jgk ni
 

General Juhziz

Super Active Member
Joined
Apr 21, 2010
Messages
8,673
Reaction score
250
Points
81

alphaOne

Super Active Member
Joined
Apr 19, 2012
Messages
7,690
Reaction score
2,055
Points
176
dh apply buka acc tp xde respons lagi
 
Sponsored Post
Top
Log in Register