Friday, October 9, 2009

Regular investment plan

For most of us, the two major financial concerns in life are funding our children’s tertiary education and our own retirement. Planning for these two very important financial goals should start as early as possible because the sum of money can be astoundingly large.

How do you save the large amount of money? It begins with taking the first step to spend less than you earn and investing the rest through a Regular Investment Plan.

The Regular Investment Plan offered by MAAKL Mutual helps you make the most out of market highs and lows; by practising a disciplined regular investment contribution, you will be able to buy more units when the price is low and fewer when price is high.

By using the MAAKL What If Analysis, we clearly show you the amount you would have saved in 10 year’s time if you had invested in our MAAKL Equity Index Fund.


Comparison of MAAKL Equity Index (Offer-Bid) vs. Fixed Deposit
From 31 May 1998 till 31 May 2008*
*

Monthly Investment (RM)
MAAKL Equity Index (RM)
Fixed Deposit (RM)
500 99,648 73,149
1,000 199,295 146,297
3,000 597,886 438,892
5,000 996,476 731,486


**Data used here is as at 31 May 2008. The figures are derived from actual information using MAAKL's proprietary software 'What If Analysis' in which the formula has been audited by MAAKL Mutual's internal auditors.

Monthly Investment (RM)
Total Savings (RM)
5,000 6,000
3,000 3,600
1,000 1,200
500 600

Wondering how much the 1% reduction is worth over 10 years?

So, assuming you channel RM5,000 per month to your investment account for the next 10 years, you stand to save a total of RM6,000. Isn’t this great?

Call your MAAKL unit trust adviser (0197614821) today or contact our Customer Service at 03-2146 9589 / 9536 now to find out how the MAAKL Regular Investment Plan can help you achieve your financial goals.

No comments:

Post a Comment