Public Mutual Berhad (Public Mutual) is the largest private unit trust company in Malaysia and currently manages more than 70 funds with total NAV of more than RM37.8 billion for more than 2,320,000 accountholders. Incorporated in July 1975, Public Mutual began its operations in 1980 with the launch of the Public Savings Fund, and soon went on to become an industry leader and setting forth new trends in innovative fund development.
Market Share And Distribution
Public Mutual anchors 43.2 percent market share in private unit trust funds when measured by net asset value as at end-July 2010 (source: The Edge-Lipper, 23 August 2010).
Public Mutual markets its funds through its dedicated and trained unit trust consultants force which is currently the largest and collectively the most productive in the entire private unit trust industry. Public Mutual is linked extensively through its national network of branches, as well as agency offices to provide better service to the investors.
In addition, investors of Public Mutual can also take advantage of Public Bank branches that act as effective collections centres for Public Mutual.
Financial Strength And Track Record
Public Mutual as a wholly-owned subsidiary of Public Bank subscribes readily to the Group's excellence-oriented corporate culture and high standards of financial integrity in the management of its unit trust funds.
Public Mutual's Investment team comprises a group of 19 portfolio managers who are supported by more than 25 research analysts. Public Mutual adopts a value-based investment philosophy which incorporates a Top-Down and Bottom-Up approach in the investment process. The Top-Down approach takes into consideration factors such as the macroeconomic outlook, the current business cycle, interest rate trends and other economic factors. After assessing the overall market conditions, the Bottom-Up approach is used to construct the funds' portfolio.
Public Mutual is the most awarded unit trust fund manager in Malaysia with 159 awards received to date. This comprises 39 Islamic fund awards, which also makes us the most awarded unit trust fund manager in the Islamic unit trust fund sector. Notable accolades we received to date include:
- The Best Malaysia Onshore Fund House at the AsianInvestor 2010 Investment Performance Awards for third consecutive year.
- Reader’s Digest Trusted Brands Platinum Award for the Investment Fund Company category in Malaysia for the first time.
- Ten out of 29 awards presented at The Edge-Lipper Malaysia Fund Awards 2010, including Best Overall Fund Group.
- The Best Retail House – Malaysia and Best House for Offshore Funds – Malaysia, at the 2009 Asia Asset Management (AAM) Best of the Best Country Awards.
- The BrandLaureate 2010 for brand excellence in the Financial Services – Unit Trust Category for the fourth consecutive year..
Financial Planning
To help more Malaysians plan their personal finances, Public Mutual opened its Financial Planning Centre right in the heart of affluent Kuala Lumpur at 15th Floor, Bangunan PBB, No. 6 Jalan Sultan Sulaiman to offer free financial health check to its unitholders and the general public. The centre is manned by a group of trained personnel who also conduct FP talks and workshops, particularly in unit trust investment planning to meet education and retirement planning needs. With the aid of our financial planning tool, namely, Financial Freedom FP Advisor, our UTCs are able to provide you with sound unit trust investment planning. Besides that, several user-friendly software were developed to help you in planning your finances. i.e. the Financial Freedom Retirement Planning and Education Planning software.
Customer Service
Public Mutual is committed to high quality customer service, which we strive to achieve through constant surveillance of customer satisfaction through our Customer Service Department and Mutual Gold (Priority Service). We are also dedicated to building capable and professional personnel to ensure we achieve service excellence. With this is mind, Public Mutual constantly provides sound guidance and professional education to our unit trust consultants and staff to ensure that they become experts in providing excellent service and qualified financial consultation.
Website: http://www.publicmutual.com.my
