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 Fundsupermart - Invest Globally and Profitably, Discussion on investment through FSM

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SUSDavid83
post Jan 3 2013, 10:38 PM

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I have registered and I'm considering to buy OSK-UOB ASEAN fund.

What you guys think about this fund?

This post has been edited by David83: Jan 3 2013, 10:39 PM
SUSDavid83
post Jan 3 2013, 11:24 PM

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Guys, any comment on OSK-UOB ASEAN fund?
SUSDavid83
post Jan 3 2013, 11:47 PM

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QUOTE(Pink Spider @ Jan 3 2013, 11:46 PM)
Historical performance looked decent. But I prefer Hwang AQ to ASEAN Fund as AQ can invest in HK equities. I never liked funds with a narrow region focus. Well, it's just me. smile.gif
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I don't want to have Greater China region. I have two funds in my portfolio that invest in HK.

This post has been edited by David83: Jan 3 2013, 11:48 PM
SUSDavid83
post Jan 3 2013, 11:59 PM

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QUOTE(Pink Spider @ Jan 3 2013, 11:51 PM)
In that case, don't u think u might have too many funds investing in similar region? hmm.gif
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Well, I read from an article in FSM.

Two regions in focus:

1. China or Greater China **even though I'm not quite convinced and I still have phobia from PCSF**
2. ASEAN

This post has been edited by David83: Jan 3 2013, 11:59 PM
SUSDavid83
post Jan 4 2013, 08:02 PM

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QUOTE(aoisky @ Jan 4 2013, 07:43 PM)
I lost alot in PCSF too. But China / Greater China Fund are in uptrend but not for PCSF hopefully this year will see a steady recovery for this fund.
I carry several ASEAN / Indonesia fund all performing better than my China Fund
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I also have PSEASF from PM and it's doing extremely good. ROI > 20% as of today!
SUSDavid83
post Jan 4 2013, 08:12 PM

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QUOTE(aoisky @ Jan 4 2013, 08:09 PM)
That's great how long period have you carry this fund ?
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2007. Since inception I think.
SUSDavid83
post Jan 5 2013, 11:45 AM

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OSK UOB is really testing my patience.

I know you guys are going to say that well, what do you expect since it's a BOND fund but seems like I bought it at the wrong timing.
SUSDavid83
post Jan 5 2013, 12:01 PM

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QUOTE(Kaka23 @ Jan 5 2013, 11:57 AM)
It dropped a lot?
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RM 0.5377 (January 3, 2013)
SUSDavid83
post Jan 7 2013, 04:18 PM

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QUOTE(Pink Spider @ Jan 7 2013, 02:15 PM)
and I topped up AmAsia Pac REITs. Wanted more dividend-yielding equities in my portfolio. tongue.gif
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What is your to-date ROI for this fund?
SUSDavid83
post Jan 7 2013, 04:35 PM

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QUOTE(Pink Spider @ Jan 7 2013, 04:20 PM)
8-9% annualised IRR
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Based on today's valuation?

Mine is only 4.4% ROI as of today valuation (NAV = 0.6091)


SUSDavid83
post Jan 7 2013, 06:33 PM

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QUOTE(Pink Spider @ Jan 7 2013, 04:54 PM)
ROI or IRR? hmm.gif

Mine is IRR (ANNUALISED)

If u talk about profit after Sales Charge, it's 3.7%
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I'm only interested in ROI not IRR.
SUSDavid83
post Jan 7 2013, 10:51 PM

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If want to include time factor, then you need to include NPV coefficient right?
SUSDavid83
post Jan 10 2013, 09:39 PM

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QUOTE(howszat @ Jan 10 2013, 09:12 PM)
Not familiar with Maybank, but if you can deposit directly into a third party account, you don't even need need a Maybank account.

As a new customer, you should provide loud feedback to their customer service that you would like to request for direct bank transfer via RHB.  biggrin.gif
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Yes, you don't need to have an account with MBB for that. This can be done over the counter or CDM but FSM requires proof of transfer. M2U is the easiest method.

This post has been edited by David83: Jan 10 2013, 09:40 PM
SUSDavid83
post Jan 11 2013, 08:05 AM

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QUOTE(Kaka23 @ Jan 10 2013, 09:43 PM)
Anybody got HWANG SELECT ASIA (EX JAPAN) OPPORTUNITY FUND?

Looks interesting reading it from

http://www.fundsupermart.com.my/main/resea...?articleNo=3061
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You want to buy? FSM analyst has cautioned on this fund.
SUSDavid83
post Jan 11 2013, 08:11 AM

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QUOTE(Kaka23 @ Jan 11 2013, 08:09 AM)
I am looking to put more exposure at pure Asia ex-Japan funds. But only performing fund for this category is Hwang AQ which is small/mid cap.. which i am having now.

Where you see FSM cautioned on this fund?
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QUOTE
The Hwang Select Asia (ex Japan) Opportunity Fund (formerly known as Hwang Global Opportunities Fund), which invests in equities in the Asia ex-Japan markets, delivered a 23.9% return in 2012. The fund changed its investment objective effective from 15 June 2012. Prior to that, the fund invested in equities of global developed and leading emerging markets. The strong performance of the fund may be attributed to its country and sector allocation. As of 30 November 2012, the fund invested 46.6% of its assets in Hong Kong, Singapore and Thailand, which were the top three performing markets in 2012. Furthermore, the fund also invested 49.8% in banking, consumer goods and services, and telecommunication sectors, which are sectors that generally pay generous dividend to investors and fared well in 2012 as investors were on the hunt for yield.

The potential drawbacks of the fund are its high cash level and that its country allocation is somewhat concentrated in the more expensive South East Asian markets, namely Malaysia, Indonesia and Thailand (28.7% in cash, 12.3% in Malaysia, 8.1% in Indonesia and 4.2% in Thailand). After a relatively poor 2012, we expect global trade to rebound in this year, which should benefit the export-sensitive economies (such as South Korea and Taiwan), markets which also sport lower (and hence, more attractive) valuations. Lacking exposure in the North Asia, especially in the attractively-valued markets of China, Taiwan and South Korea, could cause the fund to lag behind. Nevertheless, we believe the fund manager is likely to trim the high cash level and increase exposure to the North Asia going forward, which could help the fund deliver another strong year of performance.

SUSDavid83
post Jan 12 2013, 09:38 PM

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QUOTE(greyPJ @ Jan 12 2013, 09:30 PM)
can anyone please explain this:

looking at AMDYNAMIC BOND

FUND PERFORMANCE (BID TO BID CUMULATIVE RETURNS)
Period                                    5 yr
Bid to Bid Returns (%) - RM      51.1

if invest rm10k, how much will it become after 5 year? thx
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FYI, this fund is currently still closed for any investment; being new or top up as well.
SUSDavid83
post Jan 18 2013, 04:31 PM

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Islamic funds are generally more stable and risk tolerance is lower.
SUSDavid83
post Jan 18 2013, 05:02 PM

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QUOTE(Pink Spider @ Jan 18 2013, 04:46 PM)
Simply because they have zero exposure to financials/banks which are generally quite volatile
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And must be in Halal business/industry/sector.

Gambling, brewery, tobacco business are excluded from their portfolio consideration.
SUSDavid83
post Jan 18 2013, 09:33 PM

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Maybe I can consider this one for this Saturday since I don't have a global exposure equity fund in my portfolio.
SUSDavid83
post Jan 19 2013, 04:57 PM

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Photos? Hot chics?

I may leave early after I grabbed the fund I wanted for. laugh.gif Aberdeen something ...

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