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 Public Mutual v4, Public/PB series funds

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gracelim2202
post Sep 15 2012, 07:07 PM

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QUOTE(Pink Spider @ Sep 13 2012, 12:15 PM)
The reason for investing in equity funds in the 1st place is to try and beat index returns

+100 on the countless funds

I see PM fund list I also rclxub.gif

How many equity funds one needs?

Conventional
- normal
- dividend fund
- small-mid cap
Islamic
- normal
- dividend fund
- small-mid cap

By right, a good fund manager only needs to have 6 equity funds

Also, KLSE ain't that large to have that many stocks to pick from doh.gif
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Pink Spider, thanks for sharing the equity funds type.

If based on the following funds, what do you think about it's strategy?

P Balanced
P Islamic Dividend
P Islamic Mixed Asset
P Islamic Select Enterprises
P Islamic Select Treasures
P Ittikal
P Regional Sector
P Savings

Thanks.
gracelim2202
post Sep 15 2012, 08:22 PM

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QUOTE(shadow_walker @ Sep 15 2012, 07:27 PM)
are u interested in islamic funds? can try research about PIOF & PIOGF..PIEF also good to research..i think kparam77 is good to explain..hehe
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Ya, kind of keen to explore why are Islamic funds being promoted more now. Is there any specific advantages vs conventional type funds?
gracelim2202
post Sep 18 2012, 12:32 AM

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QUOTE(kparam77 @ Sep 15 2012, 11:36 PM)
islamic funds follow shariah compliants..... conventional not follow the shariah.

pls google waht is shariah compliants.
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Thanks kparam will try to goog more info.

Another question, if I purchase PM funds via EPF withdrawal, will I get certain priority when reach certain amount of investment eg Priority Banking in Public Bank?
gracelim2202
post Sep 22 2012, 07:34 PM

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QUOTE(kparam77 @ Sep 21 2012, 11:43 PM)
how long u be an agent? why u help ur client to sell the units? u want to buy back under u is it?

i also face the same issue with some of my clients. but i advice them do not disturb the portfolio since doing well. i create diff/new portfolio for them.

its not tooooo difficult to ur clients to register online and mange by her. its a free service and easy to manage. unless ur client dont hv internet access.
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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?

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