How Much Do You Know About Unit Trusts?

Thinking of investing in unit trusts? Do you have the basic knowledge? Try this quiz to see how much you know.

Question 1
Which of the following documents contains information about unit trust fund that is important to investors?

(A) Annual report
(B) Prospectus
(C) Trust deeds
(D) Financial report

Question 2
Which of the following authorities regulates the unit trust industry in Malaysia?


(A) Securities Commission
(B) Bank Negara Malaysia
(C) Ministry of Finance
(D) Companies Commission of Malaysia

Question 3
Who should you contact if you wish to lodge a complaint against the unit trust agent?

(A) Bank Negara Malaysia
(B) Employees Provident Fund
(C) Ministry of Domestic Trade and Consumer Affairs
(D) Federation of Malaysian Unit Trust Managers

Question 4
What is the meaning of "cooling-off" right?

(A) A right given to investor to reconsider whether to continue investing in the trust fund or otherwise
(B) A right to purchase additional unit trust units at par value
(C) The right to sell the unit trust units to the management company at a
price higher than the purchased price
(D) The right to obtain additional bonus units from the management company

Question 5
Which of the following fees and charges are associated with unit trust schemes?

(i) Management fees
(ii) Trustees fees
(iii) Clearing fees
(iv) Sales fees/charges


(A) i and ii only
(B) ii and iv only
(C) i, ii and iii only
(D) i, ii and iv only