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Fundsupermart - Invest Globally and Profitably, Discussion on investment through FSM
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SUSDavid83
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Aug 11 2012, 04:24 PM
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QUOTE(Pink Spider @ Aug 11 2012, 04:21 PM) So your approach is...local 50/50 offshore?  My current portfolio has only 28% local. Maybe will try to rebalance it to 30 to 35% local with your HSOF (IIRC).  Previously before switching into PSMALLCAP, it was 100% offshore. This post has been edited by David83: Aug 11 2012, 04:27 PM
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SUSDavid83
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Aug 11 2012, 04:43 PM
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QUOTE(Pink Spider @ Aug 11 2012, 04:42 PM) U studied its reports and prospectus, and liked it too?  Haven't since I'm shying away from Malaysian equity because KLCI has reached all time high. Maybe after GE13.
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SUSDavid83
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Aug 11 2012, 04:54 PM
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QUOTE(Pink Spider @ Aug 11 2012, 04:46 PM) Yeah me too, after I studied my portfolio closely, realised that I actually have about 6% exposure to local equities...mainly dividend stocks and banking stocks, enough for now.  HSOF has mixed country allcoation even though it said that Malaysia focus. As of 30 June 2012, it invested in HK and some ASEAN countries with Malaysia constitutes to 42.4%
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SUSDavid83
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Aug 11 2012, 04:58 PM
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QUOTE(Pink Spider @ Aug 11 2012, 04:56 PM) Read its prospectus, its investment mandate allows it to invest up to 30% in foreign equities. I remember at one point it even has some US holdings. And its factsheet describes it as a fund with an unconstrained mandate but with Malaysian stocks as its main holding.  Its cash reserve is at whopping of 31.8%.
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SUSDavid83
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Aug 11 2012, 05:32 PM
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QUOTE(Pink Spider @ Aug 11 2012, 05:02 PM) U can't expect it to be fully invested all the time, esp when equities (esp Malaysian ones) breaching all-time high  Of course not but compared to other funds. It's usually 15 to 20%.
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SUSDavid83
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Aug 13 2012, 11:19 PM
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QUOTE(Pink Spider @ Aug 13 2012, 09:33 PM) AmDynamic Bond divvy e-mail received and credited  Thanks for notifying. Will check later. Distribution statement received.
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SUSDavid83
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Aug 13 2012, 11:51 PM
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QUOTE(alexkos @ Aug 13 2012, 11:42 PM) i just found that fsm took so many days for me to purchase an equity fund == Up to 4 working days. If you want faster, load some cash into the Cash Management Fund.
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SUSDavid83
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Aug 15 2012, 07:50 AM
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QUOTE(Pink Spider @ Aug 15 2012, 07:36 AM) Upcoming distribution: DATE FUND NAME GROSS DIVIDEND RATE EX DATE 14-Aug-2012 AmAsia Pacific REITs RM 0.015 per unit 28-Aug-2012 http://www.fundsupermart.com.my/main/fundi...nouncement.svdo1.5cents not much
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SUSDavid83
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Aug 20 2012, 08:29 PM
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QUOTE(tcchuin @ Aug 20 2012, 02:40 PM) any suggestion on what fund to get on FSM singapore?  You have access or opened an account with FSM SG?
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SUSDavid83
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Aug 28 2012, 07:49 AM
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OSK EMB fund is declaring distribution but the amount is not ready yet.
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SUSDavid83
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Aug 30 2012, 08:50 AM
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The gross distribution for OSK EMB is RM 0.009114 per unit URL: http://www.fundsupermart.com.my/main/fundi...nouncement.svdo
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SUSDavid83
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Sep 22 2012, 03:05 PM
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QUOTE(Pink Spider @ Sep 22 2012, 02:55 PM) I carry no balanced funds, I do my own "balancing" Maybe you can go to tyre shop to do that.
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SUSDavid83
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Oct 13 2012, 04:12 PM
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Anybody wants to top up for AmAsia Pacific REITs?
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SUSDavid83
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Nov 2 2012, 01:23 PM
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So anybody is considering for AmTactical fund?
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SUSDavid83
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Dec 31 2012, 02:02 PM
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Wondering if I could transfer my CIMB Australian Equity Fund from CPAM to FSM? Does the transfer process messy?
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SUSDavid83
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Dec 31 2012, 02:25 PM
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QUOTE(Pink Spider @ Dec 31 2012, 02:13 PM) If FSM doesn't have that particular fund, they can allow u to transfer in the proceeds to buy another similar fund at zero Sales Charge. That fund is available starting December 2012 and it's newly added. URL: http://www.fundsupermart.com.my/main/resea...?articleNo=2982
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SUSDavid83
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Jan 3 2013, 07:48 AM
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This is my portfolio performance ending 31st December 2012:
Fund Name | ROI (%) PSEASF | 25.14 PSMALLCAP | 13.70 PAIF | 10.02 OSK-UOB EMB | 1.39 AmDynamic Bon | 3.21 AmAP REITs | 4.22 PFES | 16.14 CIMB-Principal Australian Equity Fund | 23.35
Overall paper gain: 13.14%
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SUSDavid83
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Jan 3 2013, 08:10 AM
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QUOTE(mois @ Jan 3 2013, 08:06 AM) Quite good  Bond heavy or equity heavy? I have 3 same funds as you. Psmallcap, dynamic bond and PFES. I like PFES alot since it has alot of potential Oversea equity heavy and PFES used to give a ROI of >20%.
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SUSDavid83
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Jan 3 2013, 09:27 AM
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Anybody is going for this event? URL: http://www.fundsupermart.com.my/main/resea...?articleNo=30320.5% SC for all funds on the day of event: 20th January (Penang), 26th January (KL)
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SUSDavid83
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Jan 3 2013, 02:13 PM
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QUOTE(dewVP @ Jan 3 2013, 02:05 PM) how you calculate overall paper gain? add all ROI and divide by the number of funds? How do people calculate total XIRR returns for a few funds? add *funds XIRR* and divide by the number of funds? The formula I used for Overall Paper Gain = SUM of all current valuation of all funds / SUM of total cost invested * 100%
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