New fund series help align our investment strategies
As part of our rebranding efforts, we have changed our fund names to reflect our new company name and positioning. We’re proud to introduce the 3 fund series to help investors “quickly” know what to expect for a fund strategy and common features for both our conventional and Islamic funds:
Titans and DALI Series
Dynamic SeriesConventional funds
- Principal Asia Pacific Dynamic Income Fund (formerly known as CIMB-Principal Asia Pacific Dynamic Income Fund) - Class SGD
- Principal Asia Pacific Dynamic Income Fund (formerly known as CIMB-Principal Asia Pacific Dynamic Income Fund) - Class USD
- Principal ASEAN Dynamic Fund (formerly known as CIMB-Principal ASEAN Total Return Fund - Class SGD
- Principal Asia Pacific Dynamic Income Fund (formerly known as CIMB-Principal Asia Pacific Dynamic Income Fund) - Class SGD
- Principal Asia Pacific Dynamic Income Fund (formerly known as CIMB-Principal Asia Pacific Dynamic Income Fund) - Class USD
- Principal ASEAN Dynamic Fund (formerly known as CIMB-Principal ASEAN Total Return Fund - Class SGD
Opportunities Series
We thank you for your continuous support and please be rest assured that we are committed to helping you navigate during these trying times. Please reach out to us for any assistance or enquiries.
Unit trust fund, also known as managed investment, allow you to pool your money with that of many other investors so that the unit trust fund can buy a wide range of investments managed by a professional team. This includes investments which may not ordinarily be available to you through direct investment such as large commercial properties and corporate bonds.
Once you have decide to invest, you have a choice of investing directly or through a unit trust fund. Which method is appropriate may well depend on your individual investment needs, however, using professional fund managers can generally provide better returns over the long-term.
Fund managers tend to outperform individual investors because:
- Their portfolios are constructed using a defined and consistent investment philosophy;
- Fund managers have a far greater access to quality information including company contacts, competitors and customers than do individual investors;
- Fund managers employ full-time investment professionals to monitor investment markets and the way economic developments affect these markets;
- The size of their portfolios generally means that fund managers can more easily reduce risk through greater diversification. They can also reduce risk by implementing sophisticated risk-management techniques involving the use of derivatives; and
- Fund managers have the economies of scale to reduce expenses through lower transaction costs. For example, fund managers generally pay much lower commissions to stockbrokers.
Unit trusts are a simple and convenient investment option for people who have a long-term investment horizon but do not have either the time, desire, or expertise to invest directly in financial markets.
Unit trusts can be particularly suitable for smaller, first time investors as they offer the opportunity to establish a broadly diversified portfolio of assets with a relatively small amount of money.
However, larger investors can also benefit from unit trusts as they provide access to the expertise of professional investment managers.
When you invest in a unit trust fund, your money buys 'units' in that fund, at a price that is struck for that particular day. Over the period in which you invest, the unit trust price will move up and down as the value of the investments with the unit trust fund rise or fall. Returns from a unit trust fund are typically calculated based on movements in the bid (or withdrawal) unit trust price and assume any income distributions paid to investors are reinvested in the fund as additional units.
Top Unit Trust Funds
- NAV USD 0.7088Change 0.11 %
- NAV SGD 0.6690Change -0.10 %
- NAV SGD 0.6354Change -0.20 %
- NAV SGD 0.7651Change -0.22 %
- NAV SGD 1.6642Change -0.35 %
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As of current market close