Saturday, March 28, 2009

Unit Trust - Managing Your Investment Portfolio With Asset Allocation.

Today! Unit trust funds was becomes most popular investment tool's. Normally, unit trust funds are suitabled for all type of investors (Aggressive, Moderate & Conservative Investors).


Example:

Investor who have capital of $100,000. Based on the unit trust portfolio model:

1. Aggressive Investor (80/20)
$80,000 - Equity Fund
$20,000 - Income/Bond Fund

2. Moderate Investor (70/30)
$70,000 - Equity Fund
$30,000 - Income/Bond Fund

3. Conservative Investor (60/40)
$60,000 - Equity Fund
$40,000 - Income/Bond Fund

1 comment:

  1. I think this is ideal for you to invest in Mutual Funds.

    ReplyDelete