Overview of UUTB
Presentation
•
Professional Development
•
Professional Development
•
Hard
Anbarasi Marimuthu
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4 Slides • 0 Questions
1
Overview of UUTB
by Anbarasi Marimuthu
2
Important Formulas in Chapter 1
Service Charge:
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
3
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
4
Important Formulas in Chapter 1
EPF Investment Scheme Formula:
Account 1 = 70% & Account 2 = 30%
From 1st January 2007, Account 2 & 3 merged into one account:
Overview of UUTB
by Anbarasi Marimuthu
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