- Individual Investor
- Non-Individual Investor
- Additional Investment
- Regular Investment Plan
- Withdrawal Procedure
- EPF Member’s Investment Scheme (“EPF-MIS”)
How do I invest?
How do I make an additional investment?
What is the maximum investment amount?
Is there a Regular Investment Plan and if so, how do I invest?
What is the frequency of the regular investment?
What does cooling off rights refer to?
Please click here.
There is no maximum limit on the amount invested.
Yes. An investor may enter into an agreement with Pheim Unit Trusts Berhad to make regular investment in a Fund on behalf of the investor. These payments can be for a set amount (subject to a minimum investment amount of RM100) at regular intervals such as monthly or quarterly.
Please click here to find out more about the Regular Savings Plan Investment Process.
Monthly or quarterly
A cooling-off right is a grace period for qualified investors to reconsider their investments. It refers to the rights of an investor to obtain a refund of his investment in the Fund. The cooling-off period of any Fund is 6 business days commencing from the date of receipt of the application form and payment of investment in the Fund.
Qualified investor refers to investor who invest for the first time in any of our Fund and exclude corporation or intitution, staff of PUTB and persons registered to deal in unit trusts of PUTB.
The refund for every unit held by you pursuant to the exercise of his cooling-off right shall be the sum of:
a) the NAV per unit on the day the units were first purchased; and
b) the sales charge per unit originally imposed on the day the units were purchased.
Investors applying for units through EPF Member’s Invesment Scheme may be subject to the terms and conditions imposed by the EPF. The cooling-off period for this scheme starts from the day the payment is received from EPF.
When a cooling-off right is exercised, the money will be refunded to the applicant within 10 days of receipt of the notice of cooling-off by the Manager. For EPF investment, the cooling-off proceeds will be returned to EPF for the credit of the said applicant’s account.