Find A
Suitable
Fund

This tool will assist in recommending the best funds that suit your level of risk tolerance.

Just a few quick things

before we can recommend you suitable investment funds.

What are you planning to
start investing for?

Please select the options below that you think is relevant

How old are you and when
do you plan to retire?

I am years old and plan to retire when I am years old.

Great!
Now, we are assuming that
you’re planning to invest
for years
in preparation for your
retirement

Please use the slider to
enter the amount of years
you are planning to invest
for in preparation for your
retirement

Years

How much would you like
to set aside for your
retirement?

RM 200

4 funds are
recommended for
you.

Last but not least,
would you like to take a 2
minute Suitability Test to
determine your risk
appetite?

This will help us filter down a suitable fund for you.

What do you currently
invest in?

What is investment
horizon?

20 Years

How much would you like
invest?

RM 200

Which of these are
expecting for from the
funds?

You can select more than one option

What is your monthly
income?

Gross Income:

Your total monthly income


Monthly Commitment:

Your monthly bills and expenses


Net Income:

Your income balance for the rest of the month


Can you put aside RM
per month for your future
self?

This is based on 10% of your monthly
income. This will also leave you with a
balance of RM for your monthly
spending

However, it is best for you to save only what you can afford.
Would you like to change the amount that you’d like to invest?

How much would you like
to set aside for your future
self?

RM

How long would you like to
invest for?

20 Years

How much would you like
invest?

RM200

How long would you like to
invest for?

20 Years

Which of these are
expecting for from the
funds?

You can select more than one option

What is your risk tolerance
for investment?




HOW IT WORKS

5 easy steps to start investing

we will help you achieve your investment objectives.


Open a trust and investment account with us

Download Forms


Take an Investor Profile Assessment

Discover your profile


Choose your preferred fund to invest

Compare our funds


Monitor and manage your investment

Our Services


Open a trust and investment account with us

Download Forms


Take an Investor Profile Assessment

Discover your profile


Choose your preferred fund to invest

Compare our funds


Monitor and manage your investment

Our Services