You Are In

  • Life Goals
  • Day To Day Banking
  • Digital Services
  • Promotions
  • Help & Support
  • Quicklinks

Benefits & Privileges

Promotions New Fund Affordable Diversification Professional Fund Managers
Promotions
New Fund
Affordable
Diversification
Professional Fund Managers

Top Performing Unit Trust Fund

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) FY20 (%) YTD (%) 3 Years Annualized (%)
AmSchroders European Eq Alpha**
Growth 7.80
-15.54
13.95 -10.00 21.81
2.77
RHB US Focus Equity** Aggressive 14.06
-12.49
27.59 1.45 17.90
10.45
AmPan European Property Equities** Aggressive 21.95
-8.20
30.67
13.78
15.76
16.72
TA European Equity** Growth 3.46 -15.21
20.83
5.28
15.57
8.23
Kenanga Global Dividend** Growth 2.55
-7.53
18.85 0.63
14.57
8.38

Source: Morningstar

Fund performance updated early of every calendar month

**Data as of June 2nd 2021

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) FY20 (%) YTD (%) 3 Years Annualized (%)
Templeton Asian Smlr Coms A (MYR)** Growth 32.76
-12.62
2.89
10.16 24.57 6.69
Templeton Asian Smlr Coms A (USD)** Growth 32.88
-12.40
3.17
10.92
24.37
7.02
Manulife India Equity** Aggressive 31.21
-5.97
5.80
14.75
17.35
12.67
Affin Hwang Select Asia (ex Jpn) Qtm** Growth 10.91 -22.67 19.31 35.91 15.24 16.01
Affin Hwang Wld Ser Div Val MYR**
Growth 16.59
-13.94 13.86 10.09 13.38 7.30

Source: Morningstar

Fund performance updated early of every calendar month

**Data as of June 2nd 2021

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) FY20 (%) YTD (%) 3 Years Annualized (%)
Principal Small Cap Opportunities*** Aggressive 23.47 -26.98
27.47 16.67 7.92 13.06
Kenanga Growth*** Aggressive 25.83 -18.08 13.52 8.85 7.62 7.14
Principal PRS Plus Growth A**
Balanced 18.51 -9.20 14.21 14.11 7.18 8.13
Principal PRS Plus Moderate A** Balanced 14.62 -3.66 12.03 10.73 6.68
7.47
Principal Islamic PRS Plus Growth A** Balanced
13.61
-6.65
16.60
9.33
5.94
8.24

Source: Morningstar

Fund performance updated early of every calendar month

**Data as of June 2nd 2021

***Data as of June 3rd 2021

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) FY20 (%) YTD (%) 3 Years Annualized (%)
Affin Hwang Select SGD Income - MYR** Balanced 9.10 -3.67 10.62 3.41 6.22 5.92
Affin Hwang Wld Ser US ShrtDurHiInc MUR** Balanced NA 0.61 5.45 1.23 5.05
5.07
RHB China Bond MYR** Balanced NA NA NA 11.60 4.96
NA
Affin Hwang Single Bond Series 1** Aggressive NA
NA
NA 5.40
4.43
NA
Manulife Bond Plus ** Defensive 4.07 4.21
8.64
4.46
3.84
6.74

Source: Morningstar

Fund performance updated early of every calendar month

**Data as of June 2nd 2021

Fund Names
Risk Category Fund Performance
FY17 (%) FY18 (%) FY19 (%) FY20 (%) YTD (%) 3 Years Annualized (%)
Principal Money Market Income*** Defensive 3.59 3.80 3.40 2.42 0.82
2.98
Principal Islamic Money Market*** Defensive 3.72 3.78 3.46 2.51 0.80
3.03
Principal Islamic Deposit *** Defensive 3.21 3.36 3.26 2.24 0.70
2.72
Principal Deposit*** Defensive 3.32
3.39
3.30
2.17
0.56
2.77

Source: Morningstar

Fund performance updated early of every calendar month

***Data as of June 3rd 2021

What is your risk appetite? 

 

Discover your risk appetite today, to bring you a step closer in achieving your investment goals. 

 

 

Watch this video to understand your investment risk profile.

risk-profile

Easy steps to start investing in Unit Trust via CIMB Clicks!

Step 1

 

Login to your CIMB Clicks.

Step 2

 

Select ‘Apply & Invest’ and Go to ‘Unit Trust’ under Investments category.

Step 3

 

Now you can easily open your CIMB Unit Trust Account and start investing in any Unit Trust funds of your choice.

Alternatively you can download the detailed steps to begin your Unit Trust investment via CIMB Clicks now.

 

 

For mobile devices

 

Step 1

 

 

Visit www.cimbclicks.com.my on your mobile browser and login to CIMB Clicks.

Step 2

 

Select the 'Pen' [Apply & Invest] icon and Go to 'Unit Trust Investment Account' under Investment category.

Step 3

 

Now you can easily invest in your Unit Trust investment.

New to CIMB Bank? Apply for a CIMB Savings Account here. 

 

 

Existing CIMB Bank customer & have not registered at CIMB Clicks yet? 

 

Important Notes

For more information, please consult a Relationship Manager / Sales Personnel at your nearest branch to access the latest disclosure documents.

 

CIMB DISCLAIMER

THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES.  IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE.  THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION.  NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN. EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE.  INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED OR PROTECTED BY CIMB BANK BERHAD/ CIMB ISLAMIC BANK BERHAD (“CIMB”) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.  INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS / INFORMATION MEMORANDUM AND ITS SUPPLEMENTAL MASTER PROSPECTUS / INFORMATION MEMORANDUM FOR UNIT TRUSTS WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING.  FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS / INFORMATION MEMORANDUM, VISIT US AT OUR NEAREST BRANCH.  UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL.  INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING.  UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN.  PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED.  INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT.  INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY.  UNIT TRUSTS ARE NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA.  INVESTORS SHOULD NOT MAKE PAYMENT IN CASH TO A UNIT TRUST CONSULTANT OR ISSUE A CHEQUE IN THE NAME OF A UNIT TRUST.

 

INVESTORS ARE NOT COVERED BY THE COMPENSATION FUND UNDER SECTION 158 OF THE CAPITAL MARKETS AND SERVICES ACT 2007 (CMSA).  THE COMPENSATION FUND DOES NOT EXTEND TO THE INVESTOR WHO HAS SUFFERED MONETARY LOSS AS A RESULT OF A DEFALCATION OR FRAUDULENT MISUSE OF MONEYS OR OTHER PROPERTY, BY A DIRECTOR, OFFICER, EMPLOYEE OR REPRESENTATIVE OF CIMB BANK BERHAD AND CIMB ISLAMIC BANK BERHAD (“CIMB”).  WHERE THE INVESTOR SUFFERS MONETARY LOSS IN THE ABOVE CIRCUMSTANCES RELATED TO THE ACTS OF CIMB’S EMPLOYEE, THE INVESTOR MAY LODGE A COMPLAINT WITH OUR CUSTOMER RESOLUTION UNIT (CRU) AT THE FOLLOWING ADDRESS, TELEPHONE NUMBER AND E-MAIL STATED BELOW. 

 

CUSTOMER RESOLUTION UNIT (CRU)

P.O. BOX 10338,

GPO KUALA LUMPUR,

50710 WILAYAH PERSEKUTUAN

TEL: +603-6204 7788

EMAIL: cru@cimb.com

 

THE INVESTOR WHO IS NOT SATISFIED WITH OUR CRU’S DECISION MAY REFER THE CASE TO THE SECURITIES INDUSTRY DISPUTE RESOLUTION CENTRE (“SIDREC”). THE INVESTOR CAN ALSO DIRECT THE COMPLAINT TO THE SECURITIES COMMISSION’S INVESTOR AFFAIRS & COMPLAINTS DEPARTMENT EVEN IF THE INVESTOR HAS INITIATED A DISPUTE RESOLUTION PROCESS WITH SIDREC.

Unit Trust is not protected by PIDM. 

 

This material has not been reviewed by the Securities Commission Malaysia (SC).

 

Member of PIDM.