Top 5 New Fund Recommendations in Unit Trusts
Top 5 New Fund Recommendations in Unit Trusts

Top 5 New Fund Recommendations in Unit Trusts

Last Updated on Tuesday, 25 May 2021 by Zhen Thing

Disclaimer:
 The contents of the funds mentioned are STRICTLY for information purposes and are personal suggestions ONLY. They DO NOT represent the views of Public Mutual Berhad. The contents are intended to promote the funds.
 Kindly consult a Unit Trust Consultant or financial manager before starting your investment.
 Happy investing!

Since the pandemic spiked at the year-end of 2019, three main sectors have been booming globally — healthcare, technology, and environmental. Daring investors who made a wise decision to invest in these sectors during one of the lowest times in human history have gained a great return. While 2020 was a year of forced recession due to the COVID-19 pandemic, 2021 will be the start of recovery for the global economy. View the Top 5 New Fund Recommendations below.

Table of contents :
💹 New Conventional Fund Recommendations
💹 Artificial Intelligence Fund
💹 Carbon-Efficient Fund
💹 Global Healthcare Fund
💹 New Shariah Fund Recommendations
💹 Pioneer Entrepreneur Fund
💹 Innovative Technology Fund

Below is just a simple guide and information about the funds. Please contact us for more detailed information, such as the fund’s asset allocation, etc. Also, kindly reach out to us for consultations and further advice for your investment.

New Conventional Fund Recommendations

#1 Public e-Artificial Intelligence Technology Fund (PeAITF)

Launched on 18 August 2020

Image source: istockphoto.com

This is the FIRST sector-focused Public e-Series equity fund that invests primarily in the technology sector leveraged to the high-growth artificial intelligence (AI) field.

PeAITF is a global equity fund that focuses on US stocks (around 80%). Furthermore, at least 50% of the equity investments will invest in stocks related to AI technology & the balance will invest in other technology stocks.

Reasons to Invest in PeAITF

  • Broad adoption of AI technology across major industries.
  • Acceleration in AI-related IT spending.
  • Opportunity to invest in global leaders of AI technology.

You may want to consider this fund if:

  1. You want to contribute to the future of technology.
  2. You see potential in AI technology for the future.
  3. You see potential in the technology industry for the future.

#2 Public e-Carbon Efficient Fund (PeCEF)

Launched on 9 February 2021

Image source: stockphotos.ro

It is Public Mutual’s FIRST conventional equity fund that invests primarily in companies with efficient carbon footprints. They are also the component stocks of a global Environmental, Social and Governance (ESG) index.

*carbon footprint is the total green house gas (GHG) emissions caused directly and indirectly by an individual, organisation, event or product.

PeCEF is a global equity fund that focuses on companies that make an effort to reduce carbon emissions in their businesses. It invests mostly in the US (59%) and European stocks (14%).

Reasons to Invest in PeCEF

  • Better-positioned to operate under tighter environmental regulations globally.
  • A portfolio focused on low-carbon and sustainable investments tend to exhibit improved risk/return profiles.

You may want to consider this fund if:

  1. You want to contribute to lowering carbon emissions globally.
  2. You want to support and contribute to renewable energy development.
  3. You are aware of global warming and want to contribute to tackling this issue.
  4. You want to contribute to reducing the damages of human activities to the Earth.

#3 Public Healthcare-Global Equity Fund (PHGEF)

Launched on 20 October 2020

Image source: fotolia.com

This fund invests primarily in Healthcare Sector (Medical devices, Pharmaceuticals & Biotechnology) and Other Sectors with Long-term Growth Prospects in the Global Markets.

PHGEF is a global equity fund that focuses on the US (52%) and China stocks (21%). Furthermore, at least 30% of the Fund’s NAV will invest in healthcare-related stocks & collective investment schemes. The balance will be in other sectors.

Reasons to Invest in PHGEF

  • Rising demand for healthcare services due to:
    • Enlarging population.
    • Increasing life expectancy.
    • Ageing population.

You may want to consider this fund if:

  1. You want to contribute to the future of healthcare.
  2. You want to contribute to future medical devices, pharmaceuticals, and biotechnology.
  3. You want to contribute to new drugs and new vaccines discovery.
  4. You see potential in the healthcare industry for the future.

New Shariah Fund Recommendations

#1 Public e-Islamic Pioneer Entrepreneur 40 Fund (PeIPE40F)

Launched on 21 April 2021

Image source: visualcapitalist.com

Image souce: cdn.howmuch.net

Pioneer company means that the founder of the company remains as a management in the company and/or holds a seat on the board of directors at the point of purchase. (The founder may or may not hold any shares in the company).

This fund focuses its investment on a portfolio of up to 40 stocks. This allows the fund to concentrate on selected key stocks with good fundamentals and strong earnings growth potential. Additionally, it invests primarily in a portfolio of Shariah-compliant pioneer entrepreneur stocks* listed on global markets.

PeISITF is a global equity fund that focuses on US stocks (around 50%), Asia (30% exclude Japan), and Japan (10%). The sectors include Information Technology, Healthcare, Communication Services, Consumer Discretionary, Industrials, Consumer Staples, Materials, Utilities, Real Estate, and Financials. The remaining will invest in Cash investments.

Reasons to Invest in PeIPE40F

  • The fund invests primarily in founder-led companies with a concentrated portfolio of up to 40 stocks.
  • The fund focuses on selected key stocks with solid fundamentals and strong earnings growth potential.
  • Founder-led companies tend to create value through innovation that will drive long-term success.
  • Opportunity to participate in sectors with growth potential: Technology, Consumer and Healthcare.

You may want to consider this fund if:

  1. You want to be a part of the growth of the top 40 founder-led companies.
  2. You believe that the top 40 founder-led companies have strong growth potential.
  3. You want to participate in the top companies of the Technology, Consumer, and Healthcare sectors.

#2 Public e-Islamic Innovative Technology Fund (PeISITF)

Launched on 25 May 2021

Image source: shutterstock.com

This is the FIRST sector-focused Public Shariah e-Series Islamic equity fund that invests primarily in technology companies related to technological and scientific innovations that alter the way consumers, business and industries operate.

PeISITF is a global equity fund that focuses on US stocks (around 68%). Furthermore, at least 40% of the equity investments will invest in stocks related to Software & Services (40%), Semiconductors & Semiconductors Equipments (30%) and Technology Hardware & Equipment (20%). The remaining will invest in cash investments.

Reasons to Invest in PeISITF

  • Technology is one of the key drivers of economic growth in the long run.
  • Technology-driven innovations are revolutionising the world.
  • Ride on the long-term growth potential of companies leading in cutting-edge science & technology.
  • Participate in the next wave of technological and medical innovations.

You may want to consider this fund if:

  1. You want to contribute to the future of technology.
  2. You see potential in innovative technology for the future.
  3. You see potential in AI technology for the future.
  4. You see potential in the technology industry for the future.

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