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& WEALTH MANAGEMENT
© Al Rajhi Banking & Investment, 2006
For training purposes only. Not for circulation
Content
1. What is Unit Trust (UT) Investment?
2. What are the UT Funds we have?
3. What’s in it for the customers?
4. How to sell?
© Al Rajhi Banking & Investment, 2006
For training purposes only. Not for circulation
A refresher
What Is Unit Trust Investment?
© Al Rajhi Banking & Investment, 2006
For training purposes only. Not for circulation
Unit Trusts are a form of collective investment
that allows investors with similar investment
objectives to pool their funds to be invested in a
portfolio of securities or other assets.
FIMM Webpage
© Al Rajhi Banking & Investment, 2006
For training purposes only. Not for circulation
Each component is equally responsible in ensuring
your UT investment is prudently managed
© Al Rajhi Banking & Investment, 2006
For training purposes only. Not for circulation
Benefits
- Affordability
- Diversification
- Investment Exposure
- Professional Fund Management
Risks
- Stock Market Risk
By understanding these,
you can better manage
your customer’s
expectations and risk
tolerance
- Inflation Risk
- Management Risk
FIMM Webpage
© Al Rajhi Banking & Investment, 2006
For training purposes only. Not for circulation
© Al Rajhi Banking & Investment, 2006
For training purposes only. Not for circulation
What are the Unit Trust Funds under Al Rajhi?
Am-Namaa’ Asia-Pacific Equity
Am-Mateen Asia-Pacific Equity
Fund
Category
Equity (Shariah Compliant)
Fund Type
Growth
Investment
Objective
Seeks to grow the value of
investment in the Longer Term
by investing in listed equities
and equities related
investments and other Islamic
instruments that conform to the
principles of Shariah across
Asia Pacific (ex-Japan)
Seeks to grow the value of
investments over the medium to
long term (i.e. between three to five...