QUOTE(johnchew91 @ May 6 2015, 02:48 PM)
To all sifus,
I'm new to unit trust. Currently I'm holding fund below. Mind to give some comments or opinion on how to build my portfolio.
PEBF (PUBLIC ENHANCED BOND FUND)
PBAREIF (PB ASIA REAL ESTATE INCOME FUND)
PFETIF (PUBLIC FAR-EAST TELCO & INFRASTRUCTURE FUND)
PBCPEF (PB CHINA PACIFIC EQUITY FUND)
PSSCF (PUBLIC STRATEGIC SMALLCAP FUND)
RM10K in each fund..
q1. Why the combinations, selections?I'm new to unit trust. Currently I'm holding fund below. Mind to give some comments or opinion on how to build my portfolio.
PEBF (PUBLIC ENHANCED BOND FUND)
PBAREIF (PB ASIA REAL ESTATE INCOME FUND)
PFETIF (PUBLIC FAR-EAST TELCO & INFRASTRUCTURE FUND)
PBCPEF (PB CHINA PACIFIC EQUITY FUND)
PSSCF (PUBLIC STRATEGIC SMALLCAP FUND)
RM10K in each fund..
q2. Do we understand the features of each?
q3. When we have these 5 in our portfolio, whats the correlation of them? Basic q wud be like, if china is down, how will others fare? How much impact will ur whole portfolio, if lets say properties mkt go thru a 5yr sleeping period? Are u ok to see ur protfolio goes sidewyas or down? Do u know, or ur agent know what to do when that happens?
q4. confirm ur appetite and time horizon...each of the funds there may have different horizon, as some of them r cyclical, some are country focused...eg china based, only to came up recently...after sleeping for so many years, if u take a look at its 5-7yrs graph...
Juz some of the questions it came up to me...might be a good time to meet with ur banker or agent if u have the same thg wondering too
May 6 2015, 10:50 PM

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