Unit Trust Active Portfolio Management

Reading Time: < 1 minute

Active portfolio management is the answer to better earning and higher satisfaction in your investment.

Services include:

  • Fund recommendation based on current market condition and investment bank research reports.
  • Portfolio review and timely advise for take profit points
  • Portfolio rebalancing where required

This service solves common problem faced by typical unit trust investors:

  1. Don’t know which fund to buy or which region to invest in.
  2. Did not realize profit or don’t know how to identify / when market reaches peak of the cycle
  3. Don’t know what to do when trapped in long term down trend market
  4. Unbalanced portfolio, having wrong weightage on different type of funds

The objective of active portfolio management

  1. Optimize earning potential
  2. Obtaining a balance of risk exposure for the overall portfolio

Contact us for futher enquiries.