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Gender
 
Male
 
Female
 
 
 
Age
 
Below 21 years
 
21 - 30 years
 
31 - 40 years
 
41 - 50 years
 
51 - 60 years
 
Above 60 Years
 
 
 
Marital Status
 
Single
 
Married
 
Divorced/Widowed
 
 
 
Your Highest Academic Qualification Achieved
 
Lower secondary and below
 
Upper Secondary
 
Diploma / Graduate
 
Postgraduate Level / Professional
 
 
 
Annual Income
 
Below RM 24,000
 
RM 24,000 - RM 36,000
 
RM 36,001 - RM 48,000
 
RM 48,001 - RM 60,000
 
More than RM 60,000
 
 
 
Annual Savings
 
Below RM 8,000
 
RM 8,000 - RM 12,000
 
RM 12,001 - RM 16,000
 
RM 16,001 - RM 20,000
 
Above RM 20,000
 
 
 
Occupation Level:
 
Student
 
Blue collar worker (e.g. technician, taxi driver)
 
White collar worker (e.g. officer, clerk)
 
Academic / Educator
 
Professional
 
Housewife
 
Retiree
 
 
 
* In which funds have you invested most till date?
Unit Trust
Life Insurance
Bank Savings
Fixed Deposits
Stocks
EPF
 
 
* What were the most important factors while selecting a unit trust scheme?
Dividend
Safety
Liquidity
Capital Appreciation
Tax Benefit
 
 
 
Which environmental forces influences you the most to invest in unit trust?
Friends Suggestion
Newspaper/Magazines
Television and Commercials
Brokers and Agents
Self Evaluation and Decision
Direct mail/Email
 
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