Looks like all fund houses creating so many new funds in a year. They probably thins the market here has still exponential growth to capture. Young market for UT maybe..

Some funds will incur exit fee when you sell it off.

I am no UTC, so not so qualified to advice.

For me, I will draft out my objective(s) of this investment. For retirement, child education, etc? How long of time frame? Risk tolerance? Expected return pa?

I will initially stick to 1 bond and 1 equity which has MY exposure first la.

You plan to concentrate your UT investment in FSM in future? Or you will still stay invested in PM and EI as well?

I agree with you on FSM low charges. This is the reason am invested as well.

I also have PM funds till now. Way forward, I am investing less and less in PM. Furthermore, I foresee when doing rebalancing of portfolio, it will be painful as need to manage 2 platform.

Maybe you can consider transfer in you EI fund to FSM.

No charges at all for transfer in to FSM. Just need to fill in 3 documents (in my case), then submit to FSM. Then wait for 1 month, you can see the fund in FSM online already.

Just drop an email to FSM, saying which fund you want to transfer in, from which distributor (which bank).. then they will send you the related forms to fill in. After you fill, just email to them and let them do the final checking before submit hard copy to them.

Anybody here invested in Kenanga Growth?

I am considering for my wife...
Target to start is Jan 2013...

Ya.. I notice the recent 3 months, this fund is like going sideways.

My target I told my wife is to get 10%pa in >5yrs being invested la. So hopefully I pick the right fund for her...

Haha.. Kenanga Growth 10 years annualized is 15% based on past performance. Hopefully Mr Chen can maintain this performance la.. So I just put as 10% la

Haha... this morning KLCI down again. Everybody selling to lock profit and wait for election already is it?

I think still on high side. Maybe just wait for 1-2 months just decide.

Maybe you can share with us more?

Open a new fund investment corner?

I think only difference is initial sales charge. Rest like annual management fee la, exit fee la, etc remain the same for all.

If you like DIY, then will be FSM. If you need to meet ppl for advice, no time to monitor, then other distributors.

Somebody, pls create Fund Investment Corner V3!! Haha...

Maybe can ask FSM? Hehe..

Hehe.. can whatsapp him and ask

Haha.. I also wish. I know who him personally, I will ask him when, which stock to buy and when, which stock to sell. No need UT already..

PRS is already included at the main menu in FSM website..

Ah.. Transfer in progress successful.

Only left my PM funds now..

So managing FSM and PM for UT investment..