Survey Reports

Survey Reports
FIMM 2024 Survey on UTS and PRS Potential Segments

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FIMM 2023 Investment Management Survey

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FIMM's Vulnerable Investor Survey 2022

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FIMM 2022 INVESTMENT MANAGEMENT SURVEY

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FIMM 2021 Investors' Financial Literacy Survey on UTS, PRS and Retirement Planning

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FIMM 2021 Research on Unit Trust Schemes’ Fees and Charges

Click on the image below to read our 2021 Research on Unit Trust Schemes’ Fees and Charges:

INVESTMENT MANAGEMENT SURVEY 2021

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NATIONWIDE SURVEY REPORT (2019)

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Identifying the Pulse of the Nation

The Unit Trust industry, the barometer of Malaysia’s Collective Investment Scheme industry, has been on a continuous growth pattern since the ‘90s. However, upon dissecting the growth pattern into shorter time frames, it is observed that the industry’s Compound Annual Growth Rate (CAGR) has been on a diminishing trend. Being a key component in Malaysia’s Capital Market, it is crucial to analyse and understand the reason(s) behind the diminution, to ensure that the necessary future proofing efforts are undertaken to restore the stature of the Unit Trust industry (including the Private Retirement Scheme industry). This is the primary purpose of the Nationwide Survey, which aims to identify the present “investment pulse” of Malaysians.

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