Investing with us is straightforward. From as little as RM 1,000, you can access professionally managed unit trust funds with consistent long-term performance.
Follow these six straightforward steps to begin your investment journey with us.
Browse our unit trust funds and compare NAV, fees, and performance. Each fund has a minimum investment of RM 1,000. Affin Pheim Unit Trusts offers funds suited for different risk profiles — conservative, moderate, and growth-oriented investors.
Compare funds
We believe in full transparency on costs:
Sales charge: Up to 5% (negotiable with distributor).
Annual management fee: 1.0–1.5% p.a.
Trustee fee: 0.055% p.a.
Redemption fee: Free.
Switching fee: 1 free switch per year, then max RM 100.
Fill in the application form, available from our office or authorised distributors. You will need: your NRIC (identity card), a completed application form, and proof of payment. Our team is happy to guide you through the process — call or visit us directly.
Fill in the Transaction/Investment Form and make payment using the bank account details and payment instructions provided in the form.
After your investment is processed, you will receive a confirmation statement. You can also invest through the EPF-MIS (Members Investment Scheme) if eligible. Track your investment at any time by contacting our office — our team is ready to assist.
Affin Pheim's funds have delivered consistent long-term returns. Consider a Regular Savings Plan (RSP) to dollar-cost average your investment over time. Our experienced team is here to support you every step of the way — from selection to long-term portfolio growth.
Clear, simple pricing so you know exactly what you pay. Our team is committed to keeping costs fair and straightforward.
Choose the investment approach that works best for your financial goals and timeline.
A one-time lump sum investment to kick-start your portfolio. Ideal for those with capital ready to deploy and looking for immediate exposure to Affin Pheim's professionally managed funds.
Invest a fixed amount on a recurring basis — monthly, quarterly, or biannually — through auto-debit from your bank account. This disciplined approach harnesses the power of ringgit-cost averaging to grow your wealth over time.
Eligible EPF members may invest their Account 1 savings into Affin Pheim's approved unit trust funds under the EPF Members Investment Scheme (MIS). Subject to EPF eligibility requirements.
Speak with our investment specialist — we make getting started simple.