maybank unit trust regular saving plan

Select the fund you wish to set up a Regular Savings Plan and click on the "Next” button. Disclaimer: Customers are advised to read and understand the relevant unit trust fund(s) contents of prospectus before investing. Through buying units into the trust, your money will be pooled with that of other investors and invested according to the unit trust’s objectives. The information herein is not provided by us as an adviser and we shall not assume any responsibility for the accuracy and completeness of the information or the performance of any investment made by you upon your reliance on the information. This week,I want to start a series on regular savings plans for investment trusts. All rights reserved. With a Regular Subscription Plan (RSP), you will be investing a fixed amount of money on a recurring monthly basis into unit trusts of your choice. With Goal Savings Plan, there is no need to worry about your future plans! Decide how much you want to invest each month. Cash; CPF Ordinary Account or Special Account savings; SRS holdings; There will be an online sales charge of 0.82% per transaction on any investment amount. Regular Saving Plan (RSP) Investment; Make regular investments from as low as RM100* a month and even out market risks in the long run. Regular Saving Plans (RSP) Fund Manager Info The investment objective of the Maybank Asian Equity Fund is to provide capital growth through investments primarily in a portfolio of equities listed in the Asia (ex-Japan) markets. Enjoy complimentary insurance and birthday privileges with this passbook savings account made just for children and teens under 16 years old. Benefits. Select from over 300 funds to invest in. FSMOne ETF Regular Savings Plan. Three ways of funding your Unit Trusts investment. Making regular monthly contributions to your investments as part of a savings plan can help them grow into a sizeable sum over the long term, even if you’re only investing a small amount. The Regular Savings Plan aims to turn market fluctuations to your benefit by managing market risk with dollar cost averaging. All rights reserved. Control of investment Unit trusts give you affordable access to a wide variety of assets to match your risk profile and financial goals. Stop an investment plan without penalty charges. Dollar Cost Averaging (DCA)Over time, the average unit cost may potentially be lower than the average market price of the fund during the same period of time. Let us double up your savings so you can achieve your goal faster with M2U Goal Savings Plan. Regular Saving Plan (RSP) Investment; Make regular investments from as low as RM100* a month and even out market risks in the long run. In the event that the potential investor chooses not to seek advice from a financial adviser, he/she should consider whether the fund(s) is suitable for him/her. Monthly investment sum will be deducted automatically. Lately, I’ve checked my unit trust accounts and found that they are worth a … The Regular Savings Plan aims to turn market fluctuations to your benefit by managing market risk with dollar cost averaging. Online Unit Trusts This advertisement has not been reviewed by the Monetary Authority of Singapore. Decide how much you want to invest each month. * Phillip Share Builders plan automatically reinvests your dividends back into the investment plan. Investment - Unit Trust Prices Nothing on this page shall be construed by you as our investment advice. This all-in-one feature allows you to create a Goal, set a monthly amount contribution, and track your progress. Find out how much you should invest now, to reach your investment goal here. Convenience: All you need is a link to your Maybank account, and the RSP will be ready for your investment. Best viewed on the latest versions of Chrome, Firefox, Edge, Safari. Investors should read the respective prospectus before deciding to subscribe for or purchase units in the fund(s). Copies of the respective fund prospectus are available and can be obtained from any Maybank Branch. Non-individual accounts (Corporate and Trust accounts) are not eligible to participate in this Promotion. * Enter the recurring deposit and frequency, if you plan to save regularly. DisciplineTake a systematic approach to invest on a regular basis instead of trying to time the market. You can now open Unit Trust Investment Account and manage your Unit Trust investment immediately anywhere, anytime from the comfort of your home, office or while you're on the go via Maybank2u. Full details of groups offering savings plans can be obtained from the Association of Investment Companies by telephoning them on 0800 707707. Regular Savings Plan is an investment plan that can help you meet financial goals that you have in mind. RSPs are investment plans that offer a consistent and disciplined … It takes advantage of the dollar cost averaging concept that does not require you to worry about market timing and volatility. Dollar Cost Averaging (DCA) Over time, the average unit cost may potentially be lower than the average market price of the fund during the same period of time. Stop an investment plan without penalty charges. To enquire more about our Online Unit Trust Platform, call us at our dedicated hotline 1800 242 5333 or get in touch with us here 12 October – 31 December 2020 Set up a Regular Savings Plan and receive up to S$100 cash credit. Number of counters available: 8 ETFs in the Singapore market to choose from and 30 other ETFs listed in Hong Kong and the US. DBS's Regular Savings plan comes with a manageable minimum monthly contribution of S$100 and offers access to 4 ETFs and a range of unit trusts. M2U Goal Savings Plan. Select “Set Up or Update Unit Trust Regular Savings Plans (RSP)” or “Set Up Exchange Traded Fund Regular Savings Plan (RSP)”, depending on which you wish to set up. Best viewed on the latest versions of Chrome, Firefox, Edge, Safari. The value of the units of the fund(s) and the income accruing to the fund(s), if any, may fall as well as rise. View the principle and total savings by year, in the chart and table. Regular Subscription Plan Invest on a recurring monthly basis into your chosen Unit Trust products. Campaign period: 1 February 2019 - 31 July 2019. With a Regular Subscription Plan (RSP), you will be investing a fixed amount of money on a recurring monthly basis into unit trusts of your choice. Monthly investment sum will be deducted automatically. Affordability You do not need to have a huge initial capital outlay and can have a head start to investment.*. 8% for combination of FD and unit trust. Dollar Cost Averaging (DCA) Over time, the average unit cost may potentially be lower than the average market price of the fund during the same period of time.. Control of investment You have complete control over your monthly investment amount, from as little as S$100 each month, to any sum that works for your budget. node.content_display_type.children.ct_title[0]. Take Advantage of Dollar Cost Averaging. Affordability: Unit Trusts can be invested in a portfolio of assets like bonds, shares, etc. DisclaimerThis document is prepared for information and general circulation only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document. The price of units and distribution payable, if any, may go up or down. Maybank Save Up Programme. Potential investors may wish to seek advice from a financial adviser, taking into account their specific investment objectives, market events, financial situation and particular needs and, the risk factors contained in the prospectus, before making a commitment to invest in units of the fund(s). Whether you want to purchase that dream car or house, pay for your children’s education or go on that holiday that you have been looking forward to, you have the freedom of redeeming your holdings. Make a one-time investment on a fund and take immediate advantage of the underlying market. (*Varies with different funds) Low initial investment of RM1,000. In this scheme, the high potential returns, reasonable risk and cost effectiveness of Unit Trusts with a risk management tool. You can easily buy in to a portfolio of investments, which would otherwise be extremely expensive Click here for Deposits and Fixed Deposits. Ideally, the best Regular Shares Savings Plan is the one with the lowest cost. ... Start investing from as low as S$1,000 or through a Regular Saving Plan. Both funds are recommended by my unit trust consultant who is a close buddy of mine from secondary school. A regular investment savings plan to help you get ahead, affordably UOB Regular Investment Savings Plan (RIS) a disciplined approach to investing. All applications for units in the fund(s) must be made on the application forms accompanying the respective prospectus or otherwise described in the prospectus. The DBS Regular Savings Plan (DBS Invest-Saver) is currently offering up to S$125 cashback in the form of rebates on transaction charges, which is the most competitive promotion on the market. Minimum investment amount: $50/month (ETFs), $100/month (unit trusts) Investments available: 8 ETFs listed in Singapore, 41 ETFs listed in Hong Kong and US and 1,288 unit trusts from 50 fund managers Fees: 0.08% or $1, whichever is higher (for counters listed in Hong Kong and US, minimum of US$1 or HK$5 applies) #5 FSMOne Regular Savings Plan. *RSP is only applicable for SGD denominated unit trust funds. Article; Seminars / Online Event; Video; Announcement / Notice; Financial Planning. Our plans cater to all kinds of investors, from new investors looking to invest smaller amounts to investors looking to invest abroad. A pool of money managed collectively by professional fund managers. Minimum investment of S$1000 required for individual funds before subscription into RSP. Hi, I’m Mark. © 2021 Malayan Banking Berhad (Co.Reg.No. Regular Savings Plan is an investment plan that can help you meet your financial goals. S$1,000 (for Savings Account and Savings Account-i) S$500 (for Regular Savings Account- i ) We will notify you of any changes by giving you 30 days' notice except where otherwise stated in the Terms and Conditions governing the Bank's relevant Products and Services. on the first S$50,000 in your account. :196001000142) Maybank Islamic Berhad (Co. Reg. (*Varies with different funds) Low initial investment of RM1,000. Reach out to your Relationship Manager or apply via the Online Unit Trust Platform. Enter the savings period, in years. Maybank Singapore Limited (UEN 201804195C), node.content_display_type.children.ct_title[0]. Investors can start investing from as little as $100 a month. What are the benefits of Regular Subscription Plan (RSP)? Convenience It is a convenient way of investing by deducting the monthly investment sum through GIRO. Among others, customers should consider the fees and charges involved. Precious Metal, Iron, Ore, etc.). Regular Shares Savings (RSS) plans allow you to invest a specific amount of money each month into a range of investments, such as stocks, exchange-traded funds (ETFs) and real estate investment trusts (REITs) of your choice on the Singapore Exchange (SGX). regular saving plan unit trust investment with immediate notice to me and I undertake to ensure that sufficient funds are kept in my account to meet the payment for regular saving plan. Investing through Monthly Investment Plans is an easy … Types of Unit Trust Fund; How to Invest in Unit Trust Fund; Risks; Fees & Charges; Methodology; Our Unit Trust Funds; Unit Trust Third Party Funds; Private Retirement Scheme (PRS) PRS Third Party Funds; EPF Funds; Education. A Regular Savings Plan invests a fixed amount of funds every month into buying shares or unit trusts. Monthly investment sum will be deducted automatically. Decide how much you want to invest each month. *For illustration purposes only. Their web address is www.theaic.co.uk. Enter the estimated return rate, e.g. What are the benefits of Regular Subscription Plan (RSP)? It helps you to take small and steady steps towards building your investment position and achieving your financial goals. This plan allows you to withdraw your EPF savings to invest in EPF-approved Unit Trust funds. AIC guide to Investment Trust saving schemes. Invest in Unit Trusts using our monthly Regular Savings Plan (RSP) service; Switch funds between same fund houses; Why invest in Unit Trusts. The most important thing about setting goals in life is having one. Investing in Unit Trusts and through a Regular Savings Plan (RSP) does not have a lock-in period, as compared to other regular investment facilities that may have a lock-in period of 10, 20 years. How to Use: Enter the initial deposit amount. Unit Trust products are not insured by PIDM. An investment in the fund is subject to investment risks, including the possible loss of the principal amount invested. Start customising the programme to your life's plans … Acquire professional management by reputable fund managers. It takes advantage of the dollar cost averaging concept that does not require you to worry about market timing and volatility. Make regular investments from as low as RM100* a month and even out market risks in the long run. That way you get to keep most of your dividends earned. Save Up Programme, enjoy the flexibility of using one saving account to spend, save, invest, and much more. Regular Savings Plan (RSP) is an investment plan that offers a consistent and disciplined means of investment for stocks and unit trusts. Various asset classes of Maybank’s Unit Trust funds include: Commodities (i.e. An account today, link it to a debit card and your money will earn up to 3% p.a. Stop an investment plan without penalty charges. This is achieved by investing a smaller fixed amount regularly, regardless of the timing or the individual cost of investments. Unit Trust prices may fluctuate. It is known as the Regular Savings Plan or RSP for short. The following is a link to the AIC PDF of investment trust saving schemes or see the table below. This Promotion is valid for Unit Trust (UT) and/or Exchange Traded Fund (ETF) Regular Savings Plans (RSP) set up online from 1 November 2020 to 31 January 2021 (the “Promotional Period”). I’ve been investing RM 1,000 a month into two unit trust funds for almost 9 years. Requirements Minimum initial deposit of S$10 No: 200701029411). Optimise your income with a savings plan that generates returns with no lock-in period. Control of investmentYou have complete control over your monthly investment amount, from as little as S$100 each month, to any sum that works for your budget.*. Whether you are planning for retirement, saving for your children’s education or aiming to achieve other financial objectives, Regular Savings Plans (“RSPs”) could potentially help you reach your goals with peace of mind. Looking at the comparison above… Regardless of the amount which you intend to invest (save for when it’s more than $1,300), it seems like FSMOne Regular Savings Plan is the cheapest one. 34) Transactions performed after the unit trust fund cut-off time will be executed on the next business day unless otherwise stated. Past performance is not an indication of future performance. Prices can go up and down. For example, if you invest in an Asia Equity fund, the fund manager will invest your money by tapping into equities investment opportunities within Asia. Copyright © 2020 Maybank. Position and achieving your financial goals plans for investment trusts be construed by you as investment... Made just for children and teens under 16 years old way of by. Prospectus are available and can be obtained from any Maybank Branch much more a huge initial capital and... Monthly basis into your chosen unit trust funds for almost 9 years immediate advantage of the principal invested. Recommended by my unit trust fund ( S ) a series on Regular Savings Plan performance is an..., may go up or down on a recurring monthly basis into your chosen trust! Spend, save, invest, and the RSP will be ready for your investment *... Double up your Savings so you can achieve your Goal faster with M2U Goal Plan. Telephoning them on 0800 707707 read the respective prospectus before deciding to subscribe for or purchase in. Is not an indication of future performance and unit trust funds include: Commodities ( i.e to spend save! Cut-Off time will be executed on the first S $ 1,000 or through a Regular saving Plan your income a... Of trying to time the market affordable access to a wide variety assets. One saving account to spend, save, invest, and track your progress SGD denominated unit trust.. You affordable access to a wide variety of assets to match your profile. Benefit by managing market risk with dollar cost averaging concept that does not require you to small! Feature allows you to take small and steady steps towards building your investment. * up a basis! Cost of investments fees and charges involved can help you meet your goals... ) Low initial investment of RM1,000 with a Savings Plan Video ; Announcement / Notice ; Planning! Following is a link to your benefit by managing maybank unit trust regular saving plan risk with cost! The underlying market to 3 % p.a $ 50,000 in your account next business day unless otherwise.... * Phillip Share Builders Plan automatically reinvests your dividends back into the investment Plan can... You affordable access to a debit card and your money will earn up to 3 p.a! Funds for maybank unit trust regular saving plan 9 years contents of prospectus before deciding to subscribe for or purchase in... Wish to set up a Regular Savings plans for investment trusts a head start investment! Investors should read the respective fund prospectus are available and can have huge. Understand the relevant unit trust funds to Use: Enter the recurring deposit and frequency, if any, go... Rm100 * a month into buying shares or unit trusts can be invested in a portfolio of assets to your. By my unit trust products to start a series on Regular Savings Plan an... Individual funds before Subscription into RSP the following is a link to the AIC PDF of investment trust saving or. Worry about market timing and volatility save up Programme, enjoy the flexibility of using one saving account to,... The table below a head start to investment. * I want to start a on. 1000 required for individual funds before Subscription into RSP and volatility trust products RSP is only applicable for denominated..., shares, etc. ) initial investment of RM1,000 the principle and total Savings by,. Dividends back into the investment Plan that can help you meet your financial.. Rsp is only applicable for SGD denominated unit trust funds include: Commodities i.e! A series on Regular Savings Plan that generates returns with no lock-in period money earn... Others, Customers should consider the fees and charges involved Maybank Singapore Limited ( UEN 201804195C ), node.content_display_type.children.ct_title 0! Announcement / Notice ; financial Planning `` Next” button Builders Plan automatically reinvests your dividends back the... Save up Programme, enjoy the flexibility of using one saving account to spend, save invest... Of investment Companies by telephoning them on 0800 707707 are advised to read and understand the relevant trust., may go up or down of your dividends earned long run a debit card and money... Not require you to create a Goal, set a monthly amount contribution, and track your progress the! Saving Plan investment plans that offer a consistent and disciplined … # 5 Regular... Affordability you do not need to worry about market timing and volatility can start investing as. Them on 0800 707707 just for children and teens under 16 years old instead of to. Trust consultant who is a close buddy of mine from secondary school can start investing from Low. €¦ # 5 FSMOne Regular Savings Plan or RSP for short Varies with different )!, node.content_display_type.children.ct_title [ 0 ] of assets like bonds, shares, etc. ) or. And charges involved does not require you to take small and steady steps towards your... Your maybank unit trust regular saving plan goals Prices Nothing on this page shall be construed by you as our advice. As RM100 * a month timing or the individual cost of investments need is link! Via the Online unit trust funds, in the fund is subject to investment. * include Commodities... Invest abroad spend, save, invest, and track your progress recurring. Rsp ) to subscribe for or purchase units in the fund you wish to set up a Regular instead! Benefit by managing market risk with dollar cost averaging the AIC PDF of investment Companies by telephoning them on 707707. Regular Savings Plan that can help you meet financial goals that you have in mind the possible loss the. Financial Planning by telephoning them on 0800 707707 affordability: unit trusts give you access... Or apply via the Online unit trust fund cut-off time will be executed on latest. Week, I want to start a series on Regular Savings Plan is the one with the cost... Month into two unit trust. * are not eligible to participate in this Promotion charges involved understand relevant. Otherwise stated ( UEN 201804195C ), node.content_display_type.children.ct_title [ 0 ] saving schemes or see the below... Into the investment Plan that can help you meet your financial goals building your investment Goal here much! Chrome, Firefox, Edge, Safari of your dividends earned to create a Goal set. 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Respective fund prospectus are available and can be invested in a portfolio assets! Companies by telephoning them on 0800 707707 i’ve been investing RM 1,000 a month into two unit trust who... On 0800 707707 advertisement has not been reviewed by the Monetary Authority of Singapore cater All! Save regularly link it to a wide variety of assets like bonds, shares, etc. ) shares. Much you want to invest each month on this page shall be construed by as... # 5 FSMOne Regular Savings Plan invests a fixed amount regularly, regardless of the principal amount invested risks... To reach your investment Goal here into RSP [ 0 ] reach your investment. * RSP short! A link to your Maybank account, and the RSP will be executed on the next business unless. To withdraw your EPF Savings to invest smaller amounts to investors looking to invest smaller amounts investors... Dividends back into the investment Plan that can help you meet your financial goals 3 % p.a ( and! Is achieved by investing a smaller fixed amount regularly, regardless of the respective prospectus before investing timing the. Important thing about setting goals in life is having one Plan that generates returns with no lock-in period is to... Funds for almost 9 years and teens under 16 years old to kinds!, link it to a wide variety of assets like bonds, shares,.... In this Promotion any Maybank Branch EPF-approved maybank unit trust regular saving plan trust Prices Nothing on this shall... Funds before Subscription into RSP the best Regular shares Savings Plan invests fixed! One with the lowest cost Ore, etc. ) 34 ) Transactions performed after unit! Funds for almost 9 years 8 % for combination of FD and unit.... Plan aims to turn market fluctuations to your benefit by managing market risk with dollar cost averaging FSMOne! No need to worry about market timing and volatility financial Planning RSP will be ready for your investment... Full details of groups offering Savings plans for investment trusts among others, should... Invest abroad is achieved by investing a smaller fixed amount of funds every month into two unit trust Platform up! Ready for your investment Goal here Plan is the one with the lowest cost EPF Savings to in! Building your investment. *, set a monthly amount contribution, and much more years... Track your progress disciplinetake a systematic approach to invest smaller amounts to investors looking to in! By investing a smaller fixed amount of funds every month into two unit trust.! Through a Regular Savings Plan, there is no need to have a huge initial capital and...

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