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 Fund Investment Corner v3, Funds101

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simplesmile
post Oct 8 2019, 10:43 PM

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QUOTE(hft @ Oct 8 2019, 10:11 PM)
Haha, you trust your backtest result? Willing to dump hefty cash?
*
nod.gif
MUM
post Oct 9 2019, 07:51 AM

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QUOTE(simplesmile @ Oct 8 2019, 10:09 PM)
*Rate my portfolio

Anybody care to comment the two portfolios? These two portfolios built with US fund / US Treasury / Gold and backtested 14 years. The backtest period is short because the fund does not have a long history.

Which portfolio is better and why?

Portfolio 1
CAGR: 52.27%
IRR: 11.16%

Portfolio 2
CAGR: 51.51%
IRR: 10.25%

*
if returns is the main priority, then Portfolio 1 was better bcos the returns was better if you had invested in it 14 yrs ago.....

This post has been edited by MUM: Oct 9 2019, 08:18 AM
Kinsiang93 P
post Oct 12 2019, 03:06 AM

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Hey guys, Im recently approached with a new business model, almost 35 thousand in total, they said to have 6-12 months ROI, what do you guys think?
Kinsiang93 P
post Oct 12 2019, 03:06 AM

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QUOTE(simplesmile @ Oct 8 2019, 10:43 PM)
nod.gif
*
Hahaha
coolguy99
post Oct 12 2019, 08:11 AM

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QUOTE(Kinsiang93 @ Oct 12 2019, 03:06 AM)
Hey guys, Im recently approached with a new business model, almost 35 thousand in total, they said to have 6-12 months ROI, what do you guys think?
*
Please do not commit anything until you have fully understand what business model that is. I've seen people get scammed from things like this.
chickenessence
post Oct 13 2019, 03:43 PM

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Notice no one talk much about Msia KLCI ETF..

Is it because the high management fee / expense ratio?

https://www.ambankgroup.com/sites/fbmklciet...es/default.aspx

Management Fee:
0.50% p.a. of the NAV of the Fund

Trustee Fee:
0.06% p.a. of the NAV of the Fund
MUM
post Oct 13 2019, 04:41 PM

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QUOTE(chickenessence @ Oct 13 2019, 03:43 PM)
Notice no one talk much about Msia KLCI ETF..

Is it because the high management fee / expense ratio?

https://www.ambankgroup.com/sites/fbmklciet...es/default.aspx

Management Fee:
0.50% p.a. of the NAV of the Fund

Trustee Fee:
0.06% p.a. of the NAV of the Fund
*
this also mentions about the
HIGH SPREAD and
LOW TRADING VOLUME

https://klse.i3investor.com/blogs/ETFs/225609.jsp
jusTinMM
post Oct 14 2019, 01:47 PM

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QUOTE(Kinsiang93 @ Oct 12 2019, 03:06 AM)
Hey guys, Im recently approached with a new business model, almost 35 thousand in total, they said to have 6-12 months ROI, what do you guys think?
*
Is this related to laundry business?
chickenessence
post Oct 14 2019, 03:55 PM

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QUOTE(MUM @ Oct 13 2019, 04:41 PM)
this also mentions about the
HIGH SPREAD and
LOW TRADING VOLUME

https://klse.i3investor.com/blogs/ETFs/225609.jsp
*
Thanks for the link..
Good read. So too bad no local Msia. stock market ETF available then?
mitkey06
post Nov 13 2019, 09:50 AM

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user posted image

can anyone help me what are the terms inside and where can I find info.
is this a good investment for 2 years and more ?
ehwee
post Dec 27 2019, 01:40 PM

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anyone hear about OPUS Income Plus Fund? I get to know it from the boost pay promotion, seems like a fix income fund, with convenient app for fund transaction.

can't find adequate information on their official website about their fund charges fee and management fee, wonder anyone do invest on them?
MUM
post Dec 27 2019, 05:10 PM

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QUOTE(ehwee @ Dec 27 2019, 01:40 PM)
anyone hear about OPUS Income Plus Fund? I get to know it from the boost pay promotion, seems like a fix income fund, with convenient app for fund transaction.

can't find adequate information on their official website about their fund charges fee and management fee, wonder anyone do invest on them?
*
OPUS INCOME PLUS FUND

5. FEES, CHARGES AND EXPENSES
The following describes the fees and charges that may be DIRECTLY incurred by Unit Holders of the Fund when purchasing or redeeming Units of the Fund.

page 12 of this prospectus....
https://www.eunittrust.com.my/pdf/Prospectu...260112018_p.pdf

ehwee
post Dec 28 2019, 01:44 PM

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QUOTE(MUM @ Dec 27 2019, 05:10 PM)
OPUS INCOME PLUS FUND

5. FEES, CHARGES AND EXPENSES
The following describes the fees and charges that may be DIRECTLY incurred by Unit Holders of the Fund when purchasing or redeeming Units of the Fund.

page 12 of this prospectus....
https://www.eunittrust.com.my/pdf/Prospectu...260112018_p.pdf
*
Thanks MUM, seems like it sales charge is up to 2%.

Just realized fsm do sell this fund too, then it will be better get it from fsm for lower fee
kim0112
post Jan 8 2020, 04:11 PM

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Anyone know about Areca capital fund?
SUSMNet
post Jan 8 2020, 09:00 PM

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yes, what u want to know?
kim0112
post Jan 8 2020, 10:07 PM

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QUOTE(MNet @ Jan 8 2020, 09:00 PM)
yes, what u want to know?
*
Anything related to this fund, worth to invest? Where can buy this fund?
MUM
post Jan 9 2020, 08:27 AM

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QUOTE(ehwee @ Dec 27 2019, 01:40 PM)
anyone hear about OPUS Income Plus Fund? I get to know it from the boost pay promotion, seems like a fix income fund, with convenient app for fund transaction.

can't find adequate information on their official website about their fund charges fee and management fee, wonder anyone do invest on them?
*
QUOTE(ehwee @ Dec 28 2019, 01:44 PM)
Thanks MUM, seems like it sales charge is up to 2%.

Just realized fsm do sell this fund too, then it will be better get it from fsm for lower fee
*
do check out this OPUS touch thread...
0% sales charges, earn Boost points
https://forum.lowyat.net/topic/4886774

***************************
QUOTE(kim0112 @ Jan 8 2020, 04:11 PM)
Anyone know about Areca capital fund?
*
QUOTE(kim0112 @ Jan 8 2020, 10:07 PM)
Anything related to this fund, worth to invest? Where can buy this fund?
*
I maybe mistaken, but it seems that specified Areca Capital Fund is NOT in the list
if you are looking for Areca Capital's funds....then can try this...
http://www.arecacapital.com/Our+Funds_14_1.htm
and .....
How does an individual invest in Areca Capital?
The prospective investor may contact our Investor Care at 03-7956 3111 or visit the nearest Areca Capital offices.
http://www.arecacapital.com/Frequently+Ask...stions_26_1.htm

you asked..."worth to invest?"....
if you liked this,.... then....
"Our maiden fund won the Best Fund (Equity Malaysia) awards, consecutively for year ended 31 December 2016, 2017 and 2018 in the Lipper Fund Awards for the 3 years, 5 years and for year ended 31 December 2017 and 2018 for 10 years’ category. "
http://www.arecacapital.com/About+Us_3_1.htm

This post has been edited by MUM: Jan 9 2020, 08:35 AM


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Gravity
post Jan 10 2020, 04:46 PM

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QUOTE(simplesmile @ Oct 8 2019, 10:09 PM)
*Rate my portfolio

Anybody care to comment the two portfolios? These two portfolios built with US fund / US Treasury / Gold and backtested 14 years. The backtest period is short because the fund does not have a long history.

Which portfolio is better and why?

Portfolio 1
CAGR: 52.27%
IRR: 11.16%
Standard deviation: 8.09%
Max drawdown: -15.61%
Sharpe ratio: 1.11
Sortino ratio: 1.84
US market correlation: 0.7
Portfolio 2
CAGR: 51.51%
IRR: 10.25%
Standard deviation: 7.57%
Max drawdown: -10.55%
Sharpe ratio: 1.12
Sortino ratio: 1.85
US market correlation: 0.5
*
I'd say 2nd one is better due to better R&R ratio. hmm.gif
ngaisteve1
post Jan 14 2020, 09:03 PM

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Invested my some money in Principal Asia Pacific Dynamic Income Fund - MYR via www.fundsupermart.com.my on 13th August 2018. Now after 1 year 6 months, up 9%. Ok wo, better the FD. biggrin.gif


Anyone interested to invest? Let me know ya so i can refer to you icon_rolleyes.gif



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mmweric
post Jan 20 2020, 07:53 PM

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QUOTE(Gravity @ Jan 10 2020, 04:46 PM)
I'd say 2nd one is better due to better R&R ratio.  hmm.gif
*
Can you educate me on how you get your numbers for your CAGR and IRR? I am just a bit curious.

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