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 Public Mutual v4, Public/PB series funds

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alex4843
post Aug 9 2013, 10:58 PM

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QUOTE(xuzen @ May 18 2013, 01:49 PM)
I was a Pub-Mut UTC and as such I am privy to internal data. Hence using those data's I plot them into financial formula to evaluate them scientifically.

The two ratios I used are:

I)Risk Adjusted Performance Ratio (aka Modigliani-2 ratio)

and

II) Jessen Alpha Ratio

Xuzen
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Hi Xuzen,

May i know how to read the Sharpe-ratio??
alex4843
post Aug 9 2013, 11:06 PM

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QUOTE(felixmask @ Aug 9 2013, 11:04 PM)
thanks mate.
alex4843
post Aug 9 2013, 11:24 PM

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hello peeps,

I just came across this info, and i found out that this idea actually work and logical.

To sell off when a fund is going to declare distribution and reap the capital gain. and then buy back. After all, we will still get the distributed unit .

is this what the Unit trust Pro doing?
alex4843
post Aug 10 2013, 10:36 AM

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QUOTE(yklooi @ Aug 10 2013, 12:19 AM)
i found out that this idea actually work and logical...they just explain to you or have you tested it?
mind to share some data?
sell off then buy back? what about the Sales Charges?
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hi yklooi,

this technics i read from this FORUM last nite from somebody else.

I did bought PISEF last year using Ringgit Cost average by end of July the NAV RM3330 (MQPA - RM3250). So the capital gain is around RM80.

but after the Unit distribution on 1-"August my NAV is RM3290. And of course my Unit increase by around 300 units. As you can see my capital gain after the distribution is getting lesser .


alex4843
post Aug 10 2013, 10:38 AM

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QUOTE(Kaka23 @ Aug 10 2013, 01:27 AM)
Wow.. You sure this works?
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not sure, actually i read it from somebody else post in this forum
alex4843
post Aug 11 2013, 10:06 PM

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Can anybody share what motivate u guys join PM?
For me, i myself got motivated after experiencing gaining around RM750+++ from my investment of RM2481.. (investment period from 2009-2012)
alex4843
post Aug 11 2013, 10:15 PM

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found out that PISEF not opening for cash investment today after topping up my fund. what happen??
alex4843
post Aug 12 2013, 07:32 PM

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since PISEF was closed for investment.. any suggestion for other fund?

i have owned PISEF, PFEPRF and PIDF for cash,
as for EPF, I owned PIOGF and PIEF..
alex4843
post Aug 12 2013, 07:43 PM

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QUOTE(birdman13200 @ Aug 12 2013, 07:40 PM)
R u target for shariah based fund only? as most of your current fund is under Islamic category.
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No, my option open to any fund. Especially those with good k-sharpe ratio.
I am not an agent, only normal investor.. sad.gif
alex4843
post Aug 12 2013, 08:03 PM

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QUOTE(birdman13200 @ Aug 12 2013, 07:57 PM)
Ok, some good fund in my research, PFSF, PIADF, PBADF,
just my opinion, do study urself before decide.
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thanks mate smile.gif
alex4843
post Aug 12 2013, 08:46 PM

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QUOTE(xuzen @ Aug 12 2013, 08:11 PM)
PISEF, PFEPRF & PIDF are all good fund. Keep them.

For your EPF ones, you may keep PIOGF, dump PIEF by switching it to PIDF.

PIOGF and PISEF are small cap, hence you won't get much diversification. PIDF are into divvies, hence it can lower your volatility hence improving your portfolio sharpe ratio. Makes you a happy man/woman.

Xuzen
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thanks mate. but PIEF had help me to gain RM800++ for the last 3-4 yrs from my little investment of rm1481........

and also PFSF, PIADF and PBADF are on my radar rite now smile.gif


I never knew Unit Trust rely so heavily on statistic + finance mathematics method with those k-sharpe, M2 ratio, which i heard from you on earlier post. since I am Economics (majoring econometrics) guy, i think i am getting more interested in anaylising Unit fund. Really looking forward to digging deeper on this subject!!1 smile.gif
alex4843
post Aug 12 2013, 08:56 PM

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[quote=birdman13200,Aug 12 2013, 08:50 PM]Woo, so u will easily become an expert when u dip deeper, since u hv a good basic of economics.
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[/quote

This post has been edited by alex4843: Aug 12 2013, 09:06 PM
alex4843
post Aug 20 2013, 10:13 PM

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QUOTE(yklooi @ Aug 20 2013, 09:55 PM)
comparing to last year, it is still +3%
comparing to 2 years, it is still + 12%
http://finance.yahoo.com/echarts?s=%5EJKSE...urce=undefined;

Indonesia VS China?
see "SINGLE ASIAN COUNTRY/MARKET STAR RATINGS"
http://www.fundsupermart.com.my/main/home/index.svdo

you decide lor
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anybody here own PCSF or PICF??
alex4843
post Aug 20 2013, 10:19 PM

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QUOTE(yklooi @ Aug 20 2013, 10:14 PM)
hmm.gif why?
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Cz malaysia's market seem crashing now... feel like joining the china's fund bandwagon.. lol
alex4843
post Sep 17 2013, 08:50 PM

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does anybody know which FUND invest heavily in Japan or US?
alex4843
post Nov 14 2013, 08:05 PM

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whats wrong with PFEPRF????? not performing at all. bought at 0.3293 14/7/13
alex4843
post Dec 4 2013, 09:19 PM

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are REITS heading the right way? i own PFEPRF...

alex4843
post Dec 5 2013, 06:54 PM

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QUOTE(David83 @ Dec 4 2013, 10:23 PM)
I don't think so. Since October 22nd, it has been on the downward trend.
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i lost rm178 for this fund...
alex4843
post Dec 5 2013, 07:00 PM

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QUOTE(David83 @ Dec 5 2013, 06:57 PM)
How much it is translated in term of %?
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8.9%

i rclxub.gif
alex4843
post Dec 5 2013, 07:00 PM

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QUOTE(alex4843 @ Dec 5 2013, 07:00 PM)
8.9%

i rclxub.gif
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do you own this fund?

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