i have invest some in PB series

a) asia equity (5 years)
b) Islamic asia equity (3 y)
c) euro pacific equity (3 y)
d) china pacific eguity (3 y)
e) asia real estate (2 y)

few years already.... have get some divieden (a, b)
but...for c, d, e, not yet...and this year, the price of this fund drop a lot

what should i do....wait or switch to others fund in PB series like
PUBLIC GROWTH FUND

Hi kparam, as mentioned by you it is quite easy to manage the fund via internet access. If that is the case, then what are the other roles of engaging a UT agent?

i dont know why so difficult for the client to sell back the units? why the client need UT agent from other company to sell on behalf? why dont do ownself?

i always advice my clients to register online, its not related to my roles, its related to the client C their statement anytime they want. get my advice/guides if they need to do any repurshase, switch, or any additional investment.

if the engaged agent not doing service after sales, yes, u can kick them. but not nessasary need to redeem the units. just dont sign up any new form-lah.

back to ur Q's..

which is faster/easy to sell?

A. agent submit the form to sell.
B. investor go to PM branch and redeem.
C. investor redeem via online.

what is ur answer?

tis is what im try saying to TT.

your major concern should be C + D first , switch it out first unless you have the patient to wait longer

thanks...if switch it out ....rugilah from RM0.25 drop until RM0.16.

is possible to wait?

now...if want to but new fund...which is recommended?

Like I said, I know her personally and she give me the opportunity to manage her portfolio instead of her current agent. I want to transfer to my UT company as I am not PM agent.

No harm done as it already generate income.

This is my take:

If you want to keep this new client for long term, you can redeem the all the pub-mut funds, and when you buy into your own fund house funds, refund to he clinet all the initial sales charge for this first round. Client will be very happy and will follow you gladly.

You still make from the trailling com and subsequent buy in.

Xuzen

Thank you for the thoughts.

Normally I don't refund but I give all sort of gifts such as travel packages, macbook, even flight tickets. =)

Its all about servicing your client.

Dear Unitholder, We are pleased to attach the market wrap for the week ended 14 September 2012 for your information. Regards Customer Service e-mail proclaimer This e-mail and any attachment is intended for the addressee(s) only and may contain information that is legally privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication and its contents is strictly prohibited. If you have received this email in error, please notify us immediately by return email or our hotline 036207 5000 and delete the document. This communication has not been transmitted via a private or secure link or in encrypted form and is therefore subject to the usual hazards of Internet communications, nor can it be guaranteed that this communication has not been the subject of unauthorised interception or modification.

Generally for foreign funds, UT based in Malaysia all performing below benchmark...

Dear Unitholder, We are pleased to attach the market wrap and bond market review for the week/fortnight ended 21 September 2012 for your information. Regards Customer Service e-mail proclaimer This e-mail and any attachment is intended for the addressee(s) only and may contain information that is legally privileged and confidential. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication and its contents is strictly prohibited. If you have received this email in error, please notify us immediately by return email or our hotline 036207 5000 and delete the document. This communication has not been transmitted via a private or secure link or in encrypted form and is therefore subject to the usual hazards of Internet communications, nor can it be guaranteed that this communication has not been the subject of unauthorised interception or modification.

http://www.publicmutual.com.my/LinkClick.a...Wvc%3d&tabid=87 target=



Public Mutual declares distribution for Public Enterprises Bond

Fund



Public Bank’s wholly-owned subsidiary, Public Mutual, declared a gross distribution

of 0.25 sen per unit and unit split of 1:100 for Public Enterprises Bond Fund

(PENTBF). The distribution announcement was made in conjunction with the fund’s

financial period ending 30 September 2012.



PENTBF, which was launched in March 2012, aims to provide annual income

through investments in fixed income securities and money market instruments.



PENTBF seeks to meet its objective of providing annual income by investing at least

75% of its net asset value (NAV) in sovereign bonds and corporate bonds issued by

entities with total assets exceeding RM3 billion at the point of purchase. The balance

of the fund’s NAV will be invested in other corporate bonds and money market

instruments.



PENTBF is suitable for investors with conservative risk-reward profiles, seeking

stability of annual income with some safety of principal.



Public Mutual is Malaysia’s largest private unit trust company with 94 funds under

management. It has 2.7 million accountholders. As at end August 2012, the total net

asset value of the funds managed by the Company was RM49.95 billion.

------------------------------------------------------------------------

Public Mutual mengumumkan pengagihan untuk Public Dana

Enterprises Bond





Anak syarikat milik penuh Public Bank, Public Mutual, mengumumkan pengagihan

kasar sebanyak 0.25 sen seunit dan pecahan unit sebanyak 1:100 bagi Public Dana

Enterprises Bond (PENTBF). Pengumuman pengagihan tersebut dibuat sempena

dengan tempoh kewangan dana berakhir pada 30 September 2012.



PENTBF yang telah dilancarkan pada bulan Mac 2012, bermatlamat untuk

menyediakan pendapatan tahunan melalui pelaburan dalam sekuriti pendapatan tetap

dan instrumen pasaran wang.



PENTBF bertujuan untuk mencapai objektifnya dengan menyediakan pendapatan

tahunan dengan melabur sekurang-kurangnya 75% daripada nilai aset bersihnya

(NAB) ke dalam bon berdaulat dan bon korporat yang dikeluarkan oleh entiti-entiti

yang mempunyai jumlah aset melebihi RM3 bilion pada masa pembelian. Baki NAB

dana akan dilaburkan ke dalam bon-bon korporat dan instrumen pasaran wang lain.



PENTBF adalah sesuai bagi pelabur-pelabur yang bersifat konservatif dalam menerima

risiko dan ganjaran serta ingin memperolehi pendapatan tahunan yang stabil dengan

wang pokok yang agak selamat.



Public Mutual merupakan syarikat unit amanah swasta yang terbesar di Malaysia

dengan menguruskan sebanyak 94 dana. Syarikat tersebut mempunyai seramai lebih



2.7 juta pemegang akaun. Pada akhir bulan Ogos 2012, jumlah nilai aset bersih dana

yang diuruskan oleh syarikat tersebut adalah sebanyak RM49.95 bilion.

You mean PB Growth fund, which is closed except for investments out of EPF.
PB does has a handful of good funds, it all depends on how to balance the portfolio and not putting everything on the same type of fund. It is also important to know one's own risk appetite to get the right mix; took me more than 20 switches this year to settle down... maybe some of my previous posts in this thread could be helpful, look them up...


I have not log in for the past several weeks, and above makes me smile. "Quartered", if not mistaken, is what they used to do to pull the limbs apart from the body by using 4 horses. We can replace the horses with protons.

Below is last Friday's prices for the china funds. 'Nuf said.
28/9/2012 PUBLIC CHINA ITTIKAL FUND PCIF 0.1736 0.0006 0.35%
28/9/2012 PUBLIC CHINA SELECT FUND PCSF 0.1480 -0.0001 -0.07%
28/9/2012 PUBLIC CHINA TITANS FUND PCTF 0.2001 0.0003 0.15%

NEW REQUIREMENT FOR MUTUAL GOLD

We wish to inform that effective 1 January 2013, the new requirement for Mutual Gold Members will be a minimum investment of 120,000 Mutual Gold Qualifying Points (MGQP), based on the First Registered Holder.

Existing Mutual Gold Members will continue to enjoy the Mutual Gold exclusive privileges and benefits based on the minimum investment of 100,000 MGQP. However, the new requirement of 120,000 MGQP will apply if they lose their Mutual Gold status (ie. their total MGQP drops below 100,000 and they do not top up within three (3) months).

Mutual Gold members will enjoy the following exclusive benefits and privileges namely :

• Free Group Personal Accident with Permanent Disability Insurance coverage of up to RM500,000. Please refer to the terms and conditions of this insurance coverage.

• A complimentary Magazine

• Quarterly Statement of Accounts

• Repurchase Cheques Within 2 Business Days

• A Co-Brand Mutual Gold-PB Visa Platinum Credit Card which comes with: -Annual fee waiver

• RM50 Activation Cash Reward & RM50 Anniversary Cash Reward

• PB Cash MegaBonus of up to 0.9% on selected retail purchases

• 0.3% Mutual Gold Cash Bonus on selected retail purchases, subject to a maximum payment of RM100 per annum, to be credited to the card account during birthday month.

-A chance to win a Surprise Gift on your birthday!
• Free Will Writing service
• Free Trust Nominations

• Invitation to seminars and investment talks

What is Mutual Gold? - http://www.publicmutual.com.my/OurProducts...MutualGold.aspx

So, those invest or complete regular investment or top up to RM100,000 before 31 Dec 2012, will eligible for Mutual Gold Member. Starting 1st Jan 2013, it will be RM120,000.


Kindly pls call your servicing agent for more details.

Looks like Mutual gold benefits are more exciting and better than fundsupermart Gold status customer... Well done

waht is the diff? any link for fsm gold status ?

http://www.fundsupermart.com.my/main/faq/faq.svdo?id=8873

They only give discounts when buying in funds... No insurance, will writing, etc..

Gold/Silver member maybe get priority invites to FSM events, priority service from Client Investment Specialists?

Haha.. Events hopefully la. Their cis seems giving top class service to everyone.

I like the insurance given by mutual gold customers...

Since i've the Will, insurance, etc from PM already... i've gotta get off my ass & become a FSM gold as well (i like discounts/lowered costs too)
Balance? Ohm....