as mentioned, no problem
but you cant switch funds between agents. Say market goes down and you want to switch from ittikal to bond, it has to be ittikal from agent A to bond agent A, not bond agent B.

This post has been edited by buylowsellhigh: Feb 9 2011, 11:40 AM

Hi all, I just want to ask about switching fees from equity to bond and from bond to equity. Is it always 5.5%?

RM 25 for just the fee.

5.5% will be imposed if you switch low loaded units (usually from bond/money market funds) into equity/balanced funds. Low loaded units mean units that bought without 5.5% charge imposed.

anyone still holding equity fund? drop badly today.

equity to bond is 0.25% for first time switching or additional units.
bond to equity 5.5% for first time switching or additional units.
otherwise switching is Rm 25 only, unless you are mutual gold member, free 18 to 25x switching per year.
Also make sure when you switch out, you leave 1000 units (not rm 1000) so the account you left out remains active, therefore when you come back again it is not considered new investment.

the 5.5% is for cash, epf sales charge is limited to 3%.

Thanks a lot bro!

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Added on February 11, 2011, 2:20 amBro, that's mean if switching for the second time, it's only RM25 only?

For example, 1st Feb - Equity to Bond (0.25% charges)
15 Feb - Bond to Equity (5.5% charges)
1st March - Equity to Bond (RM25 charges)
10th March - Bond to Equity (RM25 charges)

Is that how it goes?

And also, to let account remain active, both equity and bond account which you've invested must have 1000 units so that it's not considered new investment? New investment would impose first time switching fees right and not RM25?



This post has been edited by thugs: Feb 11 2011, 02:20 AM

See my answer in blue above.

Bro, thanks again.

So, there's still the RM25 on top of the 5.5% and the 0.25% charges?

RM 25 is always the switching fee and must be paid for each switching.

Dear Unitholder, We are pleased to attach the market wrap and bond market review for the week/fortnight ended 28 January 2011 for your information. Regards Customer Service e-mail proclaimer This e-mail and any attachment is intended for the addressee(s) only and may contain information that is legally privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication and its contents is strictly prohibited. If you have received this email in error, please notify us immediately by return email or our hotline 036207 5000 and delete the document. This communication has not been transmitted via a private or secure link or in encrypted form and is therefore subject to the usual hazards of Internet communications, nor can it be guaranteed that this communication has not been the subject of unauthorised interception or modification.

Oh ok. I'm just confused if we still need to pay for the service charge after we pay the RM25 switching fees...

Performance of some of public mutual equity funds. Bond/income funds coming soon insyaAllah.



2008 is an example of a year where it is good to switch.
What will happen for the rest of 2011? It can continue to decline or suddenly come back up again, key is to just follow the trend.

This post has been edited by buylowsellhigh: Feb 12 2011, 01:52 AM

Many expert says that 2011 is the year for equities, will easily outshines the bond funds....

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Added on February 13, 2011, 8:34 pmYes, u change ur agent without any issue. Pls go to www.grow-money77.blogspot.com for more info. go to FAQ section.

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Added on February 13, 2011, 8:35 pmPls go to www.grow-money77.blogspot.com for more info go to FAQ section.

This post has been edited by kparam77: Feb 13 2011, 08:35 PM

Dear Unitholder, We are pleased to attach the market wrap for the week ended 4 February 2011 for your information. Regards Customer Service e-mail proclaimer This e-mail and any attachment is intended for the addressee(s) only and may contain information that is legally privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication and its contents is strictly prohibited. If you have received this email in error, please notify us immediately by return email or our hotline 036207 5000 and delete the document. This communication has not been transmitted via a private or secure link or in encrypted form and is therefore subject to the usual hazards of Internet communications, nor can it be guaranteed that this communication has not been the subject of unauthorised interception or modification.

Hey guys. Is PBOND closed for additional investment now? I wanted to top up PBOND online, but I could only see my other funds in the 'Additional Investment' page. PBOND is missing.

What happened?

Hi all, just wanted to inform that I'm also a Unit Trust Consultant under Public Mutual, working full-time on this.
Any questions, you could PM me or other channels as listed on my team's website, SMART Consultants Team <= (search for Mustaniz)
Thank you!

This post has been edited by mooze: Feb 17 2011, 07:36 PM

@Aurora Boreali
PBOND is closed for investment, including AI but DDI.

QUite a number of Public Mutual Bond series are fully subscribed, those who still want to invest in Bond funds, may try their PB Series.
Both PB Islamic Bond and PB Fixed Income has constantly deliver good and stable return too.

Same here, any agent? PM me. I'm in KL. Don't contact me if you're not in KL.

Sorry as this post irrelevant to any research / analysis.