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> Fund Investment Corner v3, Funds101

David83
post Nov 24 2012, 08:17 AM, updated 7 months ago

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As per many requests, here's the new version - v3:

Unit Trust Basics:

Introduction to Unit Trust by RHB-OSK
Hwang Investment Management - Unit Trust 101
SCHOOL - LESSONS FOR NEW INVESTORS by FSM

*Thanks to Pink Spider for highlighting.

QUOTE


Since v2 is locked, I couldn't quote the first page.

This post has been edited by David83: Dec 9 2013, 11:47 PM
izzudrecoba
post Nov 24 2012, 10:05 AM

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QUOTE(David83 @ Nov 24 2012, 08:17 AM)
As per many requests, here's the new version - v3:
Since v2 is locked, I couldn't quote the first page.
*
Dear Investors,

Do you have any ideas why Kenanga Syariah Growth Fund Designated Manager was changed, from Mr. Chen Fan Fai to Chung Yee Wah? Who is this Chung Yee Wah? Is his stock-picking stratey coherent with Mr. Chen Fan Fai?

http://www.fundsupermart.com.my/main/admin...eetMYKNGSGF.pdf
Pink Spider
post Nov 24 2012, 10:18 AM

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Thanks Dave rclxms.gif
Kaka23
post Nov 24 2012, 01:50 PM

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Been waiting for this for few weeks already.. Hehe
David83
post Nov 24 2012, 02:47 PM

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Sorry guys! I thought somebody will be initiating a new thread and usually people compete for it.

I don't want to open this thread because I have opened the previous version.
aoisky
post Nov 24 2012, 09:12 PM

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QUOTE(David83 @ Nov 24 2012, 02:47 PM)
Sorry guys! I thought somebody will be initiating a new thread and usually people compete for it.

I don't want to open this thread because I have opened the previous version.
*
Good checked in. Looking forward to gain knowledge and share point of view here
ngaisteve1
post Nov 26 2012, 02:19 PM

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wow i notice that china's unit trust fund is on the rise while our local unit trust fund is on going down. any tot?
Kaka23
post Nov 26 2012, 03:05 PM

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QUOTE(ngaisteve1 @ Nov 26 2012, 03:19 PM)
wow i notice that china's unit trust fund is on the rise while our local unit trust fund is on going down. any tot?
*
Dont have china funds.. so not so sure. Local, yea.. been eating bit by bit my profit each day since 2 weeks ago...
ngaisteve1
post Nov 26 2012, 03:07 PM

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QUOTE(Kaka23 @ Nov 26 2012, 04:05 PM)
Dont have china funds.. so not so sure. Local, yea.. been eating bit by bit my profit each day since 2 weeks ago...
*
me too, my both fund also local one rclxub.gif
Kaka23
post Nov 26 2012, 03:09 PM

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QUOTE(ngaisteve1 @ Nov 26 2012, 04:07 PM)
me too, my both fund also local one  rclxub.gif
*
I just hope it will not eat until become negative until GE next year la... As whole portfolio, mainly being backup by bond fund. But trend is still downtrend...
ngaisteve1
post Nov 26 2012, 03:12 PM

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QUOTE(Kaka23 @ Nov 26 2012, 04:09 PM)
I just hope it will not eat until become negative until GE next year la... As whole portfolio, mainly being backup by bond fund. But trend is still downtrend...
*
'luckily' has been keeping bullet in cash for some time already. gotta buy more units during GE time. biggrin.gif
what fund u have? mine is regular saving and islamic dividend.
Kaka23
post Nov 26 2012, 03:20 PM

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QUOTE(ngaisteve1 @ Nov 26 2012, 04:12 PM)
'luckily' has been keeping bullet in cash for some time already. gotta buy more units during GE time. biggrin.gif
what fund u have? mine is regular saving and islamic dividend.
*
I got too many funds... haha, but I hv decided to consolidate into only few funds to focus. You know la, last time PM agent as me to buy this buy that, so buy lo. Also OSKUOB officer ask buy this and that, hence got few funds also. So once I consolidate in to FSM, I will slowly focus on;

1) 3 Local funds (2 Equity + 1 Bond) (Kenanga Growth + AMB Dividend + AmDynamic)
2) 1 Asia ex-Jepun fund (Hwang Asia Quantum)
3) 1 GEM Fund (not yet decide)
4) 2 Alternative asset funds (OSK Gold and General + Energy)
5) 1 REIT fund (AmAsia PAC Reits)

Above just my direction, may change as well on the fund selection. But AmDynamic + Gold and General + Energy + AmAsia PAC Reits already got la.

What is your plan?

This post has been edited by Kaka23: Nov 26 2012, 03:26 PM
ngaisteve1
post Nov 26 2012, 03:25 PM

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QUOTE(Kaka23 @ Nov 26 2012, 04:20 PM)
I got too many funds... haha, but I hv decided to consolidate into only few funds to focus. You know la, last time PM agent as me to buy this buy that, so buy lo. Also OSKUOB officer ask buy this and that, hence got few funds also. So once I consolidate in to FSM, I will slowly focus on;

1) 3 Local funds (2 Equity + 1 Bond) (Kenanga Growth + AMB Dividend + AmDynamic)
2) 1 Asia ex-Jepun fund (Hwang Asia Quantum)
3) 1 GEM Fund (not yet decide)
4) 2 Alternative asset funds (OSK Gold and General + Energy)

Above just my direction, may change as well on the fund selection. But AmDynamic + Gold and General + Energy already got la.

What is your plan?
*
plan? haha, can't switch to protect it already. last time 'simple' switch too often, eat up my switching fee...

plan is only to reload during GE time, heard is next year feb or march like that...has not been reloading for very long time from my epf account 1, so can reload more biggrin.gif
Kaka23
post Nov 26 2012, 03:27 PM

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QUOTE(ngaisteve1 @ Nov 26 2012, 04:25 PM)
plan? haha, can't switch to protect it already. last time 'simple' switch too often, eat up my switching fee...

plan is only to reload during GE time, heard is next year feb or march like that...has not been reloading for very long time from my epf account 1, so can reload more biggrin.gif
*
You are buying from PM right? Own agent?
ngaisteve1
post Nov 26 2012, 03:52 PM

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QUOTE(Kaka23 @ Nov 26 2012, 04:27 PM)
You are buying from PM right? Own agent?
*
Ya mine is all public mutual. No la, bot from my agent.
Pink Spider
post Nov 26 2012, 04:25 PM

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Intra switching with FSM is free biggrin.gif

Only last week I switched out all my holdings in Eastspring Investments Global Leaders MY Fund, which invests in global "leading" companies and overweight US and Japan. The fund has been underperforming for a few years already, and the expense ratio has been quite high. Bad timing, turns out that US equities still got some upside to go. doh.gif

Half went to Eastspring Investments GEM Fund and half to Eastspring Investments Equity Income Fund (a Malaysia dividend fund, one of the better equity fund, losing out only to Kenanga Growth, AMB Dividend, Hwang Select Dividend and Hwang Select Opportunity).

Aiming Pacific Global Stars Fund next to boost up my global equities exposure. icon_idea.gif


Added on November 26, 2012, 4:28 pm
QUOTE(ngaisteve1 @ Nov 26 2012, 02:19 PM)
wow i notice that china's unit trust fund is on the rise while our local unit trust fund is on going down. any tot?
*
Shanghai and Hang Seng indexes has been strong lately.

This post has been edited by Pink Spider: Nov 26 2012, 04:28 PM
ngaisteve1
post Nov 26 2012, 04:41 PM

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[quote=Pink Spider,Nov 26 2012, 05:25 PM]
Intra switching with FSM is free biggrin.gif

Added on November 26, 2012, 4:28 pm

really? drool.gif

[quote=Pink Spider,Nov 26 2012, 05:25 PM]
Shanghai and Hang Seng indexes has been strong lately.
*

[/quote]

you got china unit trust fund or not now? should we switch from local to china fund? biggrin.gif
Pink Spider
post Nov 26 2012, 04:44 PM

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QUOTE(ngaisteve1 @ Nov 26 2012, 04:41 PM)
you got china unit trust fund or not now? should we switch from local to china fund? biggrin.gif
*
AFAIK, under FSM, only OSK-UOB charges switching fee, the rest are all free. Please go FSM website to find out more details.

I got no China fund, but I got a GEM equities fund which has heavy exposure to HK/China.

For long-term growth, yes I do think that now is quite a good time to start accumulating funds investing in China. But Hang Seng index has been strong lately, so u have to find out whether the fund(s) invest in China stocks listed in HK, or Shanghai-listed stocks. icon_rolleyes.gif
ngaisteve1
post Nov 26 2012, 04:46 PM

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QUOTE(Pink Spider @ Nov 26 2012, 05:44 PM)
AFAIK, under FSM, only OSK-UOB charges switching fee, the rest are all free. Please go FSM website to find out more details.

I got no China fund, but I got a GEM equities fund which has heavy exposure to HK/China.

For long-term growth, yes I do think that now is quite a good time to start accumulating funds investing in China. But Hang Seng index has been strong lately, so u have to find out whether the fund(s) invest in China stocks listed in HK, or Shanghai-listed stocks. icon_rolleyes.gif
*
oh thanks for the info. icon_rolleyes.gif
maybe now is the 'right time' for this hang seng to bloom biggrin.gif

This post has been edited by ngaisteve1: Nov 26 2012, 04:56 PM
Pink Spider
post Nov 26 2012, 04:47 PM

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KLCI still on downtrend even though Asian markets are going strong. No wonder many say that KLCI is a rigged market. doh.gif laugh.gif

If it drops below 1,600, I might be topping up on my Malaysian dividend fund. hmm.gif

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