Between today until 29 July 2022, online wealth management platform FSMOne will be running a campaign that provides its customers with a promotional sales charge of 0.5% for selected unit trusts. This is in conjunction with the reveal of its updated list of Recommended Unit Trust Funds for 2022/23.

The offer will apply to the 44 funds that are included in the list (classified under 38 categories), consisting of equities and fixed income with exposure to various regions across the globe. You’ll find funds from both developed and emerging markets, such as United States, Europe, Japan, China, and Malaysia.

Meanwhile, some key funds that may interest investors include Principal Asia Pacific Dynamic Growth (AUD, MYR, SGD, and USD), Principal Greater China Equity Fund (AUD Hedged, MYR, MYR Hedged, RMB Hedged, SGD Hedged, and USD), and Manulife Global Thematic Fund (MYR Hedged and USD).

Investors who wish to tap into this deal must ensure that all their payments, either made through cash (cheque and online payments) or Employees Provident Fund (i-Akaun) must reach FSMOne by 3pm on 29 July 2022. Otherwise, you will not qualify for the 0.5% sales charge promo offered.

FSMOne also clarified that those who are subscribed to FSMOne’s Regular Savings Plan (RSP) will see their usual sales charge adjusted (where applicable) to reflect the promotional sales charge. Additionally, accountholders under the FSMOne Rewards Programme who are entitled to exclusive discounts will be charged either the promotional sales charge of 0.5% or the FSMOne Rewards Programme discount – whichever is lower.

Do also note that the 0.5% sales charge promotion is not applicable to intra-switch transactions (switching between funds managed by the same fund house).

Finally, FSMOne highlighted that its list of Recommended Funds has thus far demonstrated both consistency and quality. This is supported by the fact that 27 out of the 38 funds in its earlier list of Recommended Funds for 2021/22 have made it back on the 2022/23 list.

(Source: FSMOne)

• TAGS:
• EPF i-Akaun
• FSMOne
• FSMOne Recommended Unit Trust Funds
• FSMOne Regular Savings Plan
• FSMOne Rewards Programme
• Promotional Campaigns
• Unit Trusts