Unit Trust
View Portfolio Summary
View Transaction History
Yes, you can download the receipt of the transaction that you performed in AmOnline at Recent AmOnline Transactions.
Go to Recent AmOnline Transactions > Tap on Transaction > Tap View Receipt
View Fund Details
You can get more information below:
- Go to AmOnline app > tap “Browse Fund” > tap on the fund that you are interested in
- At your “My Portfolio” page > tap on the fund that you are interested in > tap “Buy More”
The information below is available:
- Prospectus.
- Fund Fact Sheet.
- Product Highlight Sheet.
- Financial Report.
- Fund performance and other information relating to the fund.
Please read the disclaimer and tap on “Accept Disclaimer” to accept the disclaimer to access the available information.
Launch AmOnline app > tap “Account” > swipe left to “Investment” > tap on your Unit Trust account. Below details will be available to you.
- Daily Market Snapshot – Quick view of the current market trend.
- Wealth Digest – Summary of the latest market trends and opportunities.
- Notices
Risk Profile
Risk Profile shows your risk preferences when it comes to investing. You can choose your preferred Risk Profile during Investment Account Opening via AmOnline or when you want to update it later in your Unit Trust Account Details.
Funds will be displayed for purchase according to your Risk Profile, as Suitable or Other Funds.