Regular Investment Plan

Regular Investment Plan is a plan that allows you to invest into the Funds at a regular fix interval with a fix amount. As the NAV per unit of a Fund can go down as well as up, by investing regularly, you will benefit in the longer run as you are able to average the cost of your holding in the Fund (Ringgit Cost Averaging).

By opting for the Regular Investment Plan, you will have to make consistent investment (minimum RM100) at fix date of any of the following intervals (monthly or quarterly).

To sign up for this plan, you need to complete the “Regular Investment Plan Form” availlable at our Head Office and you may choose any payment mode listed below:

  • By giving post-dated cheques - For example: If you wish to invest on a monthly interval, you will give us, in advance, cheques with a fix amount and date for each month (for at least 6 months).
  • By giving Standing Instructions to your banker - For example: If you wish to invest on a monthly interval, you can give standing instructions to your banker to pay a fix amount and date for each month, to our account with Maybank*.
  • By Direct Payment - For example: If you wish to invest on a monthly interval, you will bank-in cheque or cash at a fix date of the month directly into our account with Maybank* at any Maybank branch follow by faxing the bank-in slip to us at 03-2141 9199.

*(bank account details are printed on the Transaction Form).

Upon receiving and identifying the payment for the regular investment and subject to clearance of the payment, we will process the regular investment using the Selling Price as at the close of business day the payment is received (forward pricing).

For more information about this Regular Investment Plan, please contact our Customer Service at 03-2142 8888.