Investing with Pheim 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 Pheim Asset Management.
Browse our 8 unit trust funds ranging from balanced to Islamic equity. Compare NAV, fees, and performance. Each fund has a minimum investment of RM 1,000. Pheim offers funds suited for different risk profiles — conservative, moderate, and growth-oriented investors.
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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.
Payment methods include bank transfer or cheque payable to "Pheim Unit Trusts Berhad". Minimum initial investment is RM 1,000. Additional top-up investments from RM 100. Refer to the current NAV for unit pricing at the time of your transaction.
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.
Pheim's funds have delivered consistent long-term returns. Consider a Regular Investment Plan (RIP) 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. Pheim 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 Pheim's professionally managed funds.
Automate monthly top-ups to dollar-cost average over time. Reduce the impact of market volatility and build wealth steadily — without needing to time the market.
Eligible EPF members may invest their Account 1 savings into Pheim's approved unit trust funds under the EPF Members Investment Scheme (MIS). Subject to EPF eligibility requirements.
Speak with a Pheim investment specialist — we make getting started simple.