Invest in CWA

I just invest in CWA from one of my friends. Not much as I’m still learn about this type of investment. As I know it an unit trust fund. So, let’s read information about CWA.

What is CWA

CWA is a wealth management and product distribution arm of CIMB-Principal Asset Management Bhd. CWA helps to ‘Create, Protect and Preserve’ wealth via a multi-product platform that integrates the distribution of unit trust funds together with protection plans, trust nomination and estate planning solutions.
They have more than 5,000 highly trained FIMM registered Consultants and Financial Planner throughout the country.

What are the benefits of unit trust investment at CWA
A Unit Trust Fund consists of a pool of funds collected from a group of investors with similar objectives.

This collective investment fund is managed full time by professional fund managers. An investment portfolio typically includes equities, bonds and assets.
A unit trust is a three-way relationship among the manager, the trustee and the unit holder. The manager manages and operates the unit trust fund, the trustee holds all the assets and the unit holder is the investor.
They get to invest in a diversified portfolio and benefit from the expert management of fund specialists for an affordable capital outlay and minimum risk. Their unit trust investments are individually tailored to suit their specific needs and constantly monitored, saving valuable time and resources.

6 Quick steps to get started in unit Trust
1) Define your investment goals
2) Decide your time horizon and risk appetite
3) Understand the products
4) Practise Asset Allocation
5) Practise regular investment
6) Regularly review and rebalance your investment

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Anybody has been invest in CWA ? Just share your opinion here.