Wednesday, May 13, 2009

Unit Trust Funds +7.6%

I keep buying a series of unit trust funds periodically and solely from Public Mutual. The range of unit trust funds portfolio that in hands are mainly:
- Public Bond Fund,
- Public Enhanced Bond Fund,
- Public Islamic Balanced Fund,
- Public Select Bond Fund,
- Public Money Market Fund,
- etc.

It provides a very good profile with the balance and diversification investment strategies and risk tolerance.

Since April 2005 till now (regardless of market downturn), linearly, my portfolio produces a return result of average 7.6% yearly.

The result is equivalent to ASM and ASW2020, yet with the fun of monitoring the performance (of course I rate them higher risk than ASM / ASW2020; but it's both - fun and fund).