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Your model portfolio

Here are the recommended portfolio across different asset classes based on your investment personality.

Fixed Income & Money Market

40%

Equity

55%

Alternative

5%

Updated on Quarterly basis

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Ready to make your investment in Unit Trust? Follow these steps

Step 1

 

Login to your CIMB Clicks.

Step 2

 

Select ‘Apply & Invest’ and Go to ‘Unit Trust’ under Investments category.

Step 3

 

Now you can easily open your CIMB Unit Trust Account and start investing in any Unit Trust funds of your choice.

 

 

For mobile devices

 

Step 1

 

 

Visit www.cimbclicks.com.my on your mobile browser and login to CIMB Clicks.

Step 2

 

Select the 'Pen' [Apply & Invest] icon and Go to 'Unit Trust Investment Account' under Investment category.

Step 3

 

Now you can easily invest in your Unit Trust investment.

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