Overview of UUTB

Overview of UUTB

by Anbarasi Marimuthu

Important ​Formulas in Chapter 1

​Service Charge:

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​Best way for investors to minimize the impact of initial service charge:

• ​Adhere to a long-term buy & hold strategy

• ​the unit purchases match their long-term investment objectives

Important ​Formulas in Chapter 1

​Dollar Cost Averaging (DCA):

• ​Regular investment (monthly)

• ​Fixed investment amount

• ​Aims to reduce the impact of volatility on large purchases

Important ​Formulas in Chapter 1

​EPF Investment Scheme Formula:

Account 1 = 70% & Account 2 = 30%

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• ​From 1st January 2007, Account 2 & 3 merged into one account:​

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