CASE STUDY – Investment Return Comparison...
En Ali was approached by Unit Trust Consultant to Invest in UNIT TRUST when he was 35 years old and his EPF savings in Acc 1 is RM100,000
The Consultant made a comparison by investing RM 50K in.Unit Trust – 10% returns X 10 yrs.. his unit trusts saving increases to RM 130K (money drawn from EPF a/c 1). Remaining RM50K in EPF generates total returns of RM77K after 10 years. (assume EPF annual returns is 4.5%)
TOTAL SAVINGS after 10 years….RM207K
If he still keeps all funds in EPF…. at 4.5% returns X 10 yrs…. he earns only RM 155K
He decide to invest in UNIT TRUST so after 10 Years at the age of 45years old he withdraw total of RM 77K+ 130K= 207k
If only from EPF (without investing in Unit Trust). Total in EPF Acc 1 is only RM155K
ADDITIONAL RM52K GAIN !!!
What Should l do to invest in Unit Trust?
Ist ... Check your EPF Statement Acc 1 ........... tell us what is your Balance (Acc 1)
2nd.... tell us what is your age?
That`s all you need to do, then we will plan and execute the relevant documents and within 2-4 weeks you will receive you investment statement.
You should be proud to be a Smart Investor and increase your wealth by investing in Unit Trust
Call 012-3290026 and we will refer you to our consultants nearest to you.
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