Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed

Outline · [ Standard ] · Linear+

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

views
     
yck1987
post Jul 30 2012, 01:32 AM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
With the release of the 2012/13 Recommended Unit Trusts list which boasts 23 funds and 4 new categories, we take the opportunity to highlight another 2 newcomers which made it to our recommended list purely on the basis of the region and sector they invest in, and also the reputation of the fund managers.

Recommended China Equity Fund: OSK-UOB Big Cap China Enterprise Fund

China is one of the most undervalued equity markets, being traded at deep discounts against its fair valuation. This suggests substantial upside potential over the next three years. Since the OSK-UOB Big Cap China Enterprise Fund is the only fund under the China Equity category on our platform, we recommend this fund solely based on our bullish view on China and the general perception of the reputation of the external fund manager, UOB Asset Management Ltd, Singapore.

URL : http://www.fundsupermart.com.my/main/resea...?articleNo=2540

What do you think bro in LYN... ??
yck1987
post Jul 30 2012, 10:03 AM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
Yes bro, noted. Another thing is does the General election issues which right around the corner will bring any impact to the local malaysian fund such as Kenanga growth or pure malaysian bond fund ? I worried that holding much will get a burn. flex.gif

QUOTE(Pink Spider @ Jul 30 2012, 09:54 AM)
In addition to what Dave said, I'd like to add...

u can consider China funds as a tiny % of ur portfolio...but NEVER show hand on it like a poker game biggrin.gif
*
yck1987
post Aug 2 2012, 12:31 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(Pink Spider @ Aug 2 2012, 11:08 AM)
Ok, I'm getting in today rclxm9.gif
*
same here icon_rolleyes.gif
yck1987
post Aug 10 2012, 10:51 AM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
yesterday i meet a personal banker in UOB bank. He strongly recommended this fund [OSK-UOB ASIA CONSUMER FUND] and its strong fund manager to me. He claimed that distribution about 8%+ just given past two weeks. Anybody got the idea?
yck1987
post Aug 10 2012, 11:08 AM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
im asking about the performance and potential of the fund. just ignore the distribution
yck1987
post Aug 10 2012, 11:24 AM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(wongmunkeong @ Aug 10 2012, 11:13 AM)
Sorry, my bad sir.
Saw yr agent/bank fellow stating "8% distribution" as an enticement and thought that was one of the major reasons U are checking that fund out notworthy.gif
*
He more emphasize on his fund manager, Paul Ho. say got world ranking lagi. hmm.gif
Just wondering OSK-UOB got so many fund why he just strongly recommend me for this fund. So wanna check out any bro here got this fund in their portfolio?
yck1987
post Aug 27 2012, 04:49 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
http://www.fundsupermart.com.my/main/fundi...nouncement.svdo

For your infomation from Funds Dividend Announcement
yck1987
post Aug 29 2012, 03:40 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(Pink Spider @ Aug 28 2012, 08:03 AM)
Raya holidays, staff haven't all come back? laugh.gif
*
Bro Pink, why OSK-UOB Emerging Markets Bond Fund NAV price drop about 1% from yesterday? hmm.gif since the distribution date is not come yet, right?
yck1987
post Aug 29 2012, 03:55 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(Pink Spider @ Aug 29 2012, 03:45 PM)
Fund NAV went ex-distribution. Give them 1-2 weeks to credit the distribution lar.

Info available on OSK-UOB website  icon_rolleyes.gif
http://www.oskuob.com.my/OSKUOB/images/Pre...20EM%20BOND.pdf


Added on August 29, 2012, 3:50 pmWait, the fund goes ex today (29-Aug), means the drop is market valuation, not bcos of the distribution hmm.gif

Wait for the announcement at FSM to be sure
*
Thats what I curious about. Just wait for the announcment. Thanks ya.
yck1987
post Aug 29 2012, 04:12 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(Pink Spider @ Aug 29 2012, 04:05 PM)
Whatever it is, my holdings in OSK-UOB EMBF is yielding annualised IRR of 6.7%, even if its a valuation drop, still acceptable. smile.gif
*
anyway, there's the answer smile.gif
http://www.fundsupermart.com.my/main/fundi...nouncement.svdo
yck1987
post Feb 7 2013, 05:36 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
woohoo, bonus come liao... time for shoppingggg ! Happy CNY in advance
yck1987
post Feb 20 2013, 06:04 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(gark @ Feb 20 2013, 05:15 PM)
No wor... my bank foreign TT is just RM 10 each time + SGD 12 at destination bank. So each time I transfer 5k SGD only cost me 0.32%. Also my SGD changed since the rate is 2.10-2.30 now is 2.48.  drool.gif

Dollardex/POEM have promo... 0% sales charge.. for everything brows.gif

The SGD holdings in for just in case, this country kick me out for being a 'pendatang'  tongue.gif
*
hi pinky & Gark, im following this thread bout sometimes and invest in FSM SG & MY currently. Can u give some opinion on my current portfolio build? Ur advice is much appreciated

FSM SG
Bond:
United Asian Bond Fund- Asian Bond
United Emerging Markets Bond Fund - EM Bond
United SGD Fund CL A - Sg Bond

Equity:
Aberdeen Global Emerging Markets - EM
First State Dividend Advantage - Asia Pac ex jap
Aberdeen Global Opportunities - Global

&

FSM MY

OSK-UOB EMB : 19%
OSK-UOB Income Fund : 13%
OSK-UOB Asian Income Fund : 14%
Kenanga Growth Fund : 10.5%
AmAsia Pacific REITS : 13.5%
OSK-UOB Big Cap China Enterprise Fund: 14%
OSK-UOB Gold & General Fund: 5%
EI Global Emerging Markets: 11%

Im noticed I do not own any fund of Hwang's. shakehead.gif
Currently im maintain bond : equity with 60:40 or 50:50.
yck1987
post Feb 20 2013, 06:11 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(Pink Spider @ Feb 20 2013, 06:08 PM)
Why u duplicate EM bond??? OU EMB feeds into United EMBF, do u know that? rclxub.gif

Aberdeen Global Opportunities - Global drool.gif

I'd say, well-built portfolio thumbup.gif
*
i know, because i start with em bond in FSM MY first... so now planning just on hold and just topping up in sg side.
yck1987
post Feb 20 2013, 06:49 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(gark @ Feb 20 2013, 06:38 PM)
For me if bond, I would rather hold Templeton Global Bond/Total Return. Reason although earnings is less than united funds, but it is less fluctuation and more stable. Also they hold bond glabally while your bonds are mostly concentrated in the Asia region.

For other funds, I like First State GEM, rather than Aberdeen GEM but both very good performing funds. First State dividend select is good, but I prefer Aberdeen Pacific. Aberdeen global is a good fund and covers it all.

Overall quite a good portfolio.  tongue.gif

Malaysia's international UT cannot beat SG's UT offering as they are less experienced... laugh.gif
*
THANKSSSS ! notworthy.gif For other funds, I like First State GEM, rather than Aberdeen GEM but both very good performing funds. First State dividend select is good, but I prefer Aberdeen Pacific <- I'm consider and consider these both fund again only make the fund picking smile.gif
will have a look on the Templeton , tq once again.

Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0225sec    0.76    7 queries    GZIP Disabled
Time is now: 9th December 2025 - 11:54 PM