Public Mutual UTC. Provide Financial Planning that helps you to be financial freedom! 大众信托基金顾问/代理,提供信托基金的专业咨询,任何疑问,可联系: +60 19 603 9696 lancer.publicmutual@hotmail.com (email) www.lancerlim.com www.facebook.com/LancerLimUTC
Saturday, May 25, 2013
Thursday, May 9, 2013
How To Select Unit Trust Funds To Invest?
Do's and Don'ts of Choosing a Unit Trust Fund ;-)
Do
-Decide which type of unit trust fund meets your saving needs.
-Shop around for a reliable unit trust company.
-Check whether investment limits and frequency of income payments are suitable.
-Check past performance records.
Don't
-Don't choose any unit trust fund just because its performance was good. Instead, make sure the fund meets your risk appetite and financial goals.
-Don't pay too much attention to short term performance as good consistent performance over all periods is the best lead.
-Don't decide on a unit trust fund simply because it has low charges. Strong management of the fund is far more important.
-Don't borrow to invest in unit trust unless you are absolutely aware of the risks involved.
Thursday, May 2, 2013
【九個理財好習慣_有計劃存錢的你一定要看】
1、將意外之財存起來;
2、只留下一張信用卡;
3、記下開支情況;
4、避免盲目購物;
5、利息和股利再投資;
6、延長物品的使用壽命;
7、選擇小一點的住房面積;
8、先付錢給自己,每到發薪時便叮囑自己劃出15%—2
9、降低你的生活需求。
Lancer Lim - Unit Trust Consultant
+60 19 603 9696
Email: lancer.publicmutual@hotmail.com
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