01 Fact & Figures
Fact & Figures
by admin on May.09, 2010, under 01 Fact & Figures
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 Public 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 Public Mutual Investment Growth Analyzer, we clearly show you the amount you would have saved in 10 year’s time if you had invested in our Public Savings Funds.
Public Savings Fund – Moderate risk
Download Public Savings Fund Growth Report here 04 Jan 1999 to 02 Jan 2009 – Total Return 41.89% (RM1000 initial, RM100 per month)
Download Public Savings Fund Growth Report here 29 Mar 1981 to 02 Mar 2009 – Total Return 338.41% (RM1000 initial, RM100 per month)
Public Ittikal Fund - Moderate risk
Download Public Ittikal Fund Growth Report here 10 April 1997 to 02 Mar 2009 – Total Return 48.84% (RM1000 initial, RM100 per month)
Public Bond Fund - Low risk
Download Public Bond Fund Growth Report here 11 Jun 1996 to 03 Mar 2009 – Total Return 63.26% (RM1000 initial, RM100 per month)
**The figures are derived from actual information using Public Mutual proprietary software ‘Growth Analyzer’ in which the formula has been audited by Public Mutual’s internal auditors.
**The report give comparison of returns between investing the same amount of money in Unit Trust, Fixed Deposit & EPF