Fund Investment Corner v3, Funds101
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 Nov 24 2012, 08:17 AM, updated 8y ago
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#1
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All Stars
52,874 posts Joined: Jan 2003 
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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 |
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Nov 24 2012, 02:47 PM
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#2
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All Stars
52,874 posts Joined: Jan 2003
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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. |
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Dec 1 2012, 04:05 PM
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#3
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All Stars
52,874 posts Joined: Jan 2003
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Any reason why it dropped 1%? Distribution?
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Dec 4 2012, 11:12 PM
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#4
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All Stars
52,874 posts Joined: Jan 2003
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OSK EMB distribution is in!
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Dec 28 2012, 09:04 PM
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#5
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(RO Player @ Dec 28 2012, 08:39 PM) equity UT gain strength...buy for 0.4945....now is 0.5130.. What is the name of the fund? bought in Nov...Now almost begining Janwhich UT gives better outcome??   |
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Dec 29 2012, 09:09 PM
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#6
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Kaka23 @ Dec 29 2012, 09:01 PM) Haha bro.. looks like you have more than 200K in Amdynamic yeah! Rahsia terbongkar ... |
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Jan 1 2013, 10:02 AM
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#7
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All Stars
52,874 posts Joined: Jan 2003
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Still buying heavily exposed local fund?
KLCI hit all time high for 2012. |
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Jan 1 2013, 10:36 AM
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#8
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(TakoC @ Jan 1 2013, 10:34 AM) Happy new year to all. That doesn't define you risk appetite. It's more like portfolio balancing. Speaking of risk tolerance, it's scary to see how my first investment was a level 1 risk (AmDynamic) and my 2nd investment took a huge leap to level 10 (AQ). Not sure if it's healthy  You need some bond funds or other conservation instruments to have a balanced portfolio. |
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Jan 1 2013, 01:30 PM
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#9
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Jan 1 2013, 11:53 AM) Eastspring Investments GEM Equity You still recommend OSK-UOB EMB?Pacific Global Stars When u got all that, add on OSK-UOB Emerging Markets Bond and/or Hwang Select Bond In my portfolio, this is the worst performing fund. No offence but I start to lose faith; maybe because of global equities rebounded. |
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Jan 1 2013, 02:52 PM
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#10
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Kaka23 @ Jan 1 2013, 02:45 PM) EMB drop alot when you went in? My average unit cost price is 0.5359 and didn't do much of DCA.Paper gain is 1.60% and NAV doesn't swing much and relatively within range bound of 0.5350 to 0.5450 for quite sometime. |
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Jan 1 2013, 09:11 PM
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#11
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Jan 1 2013, 08:22 PM) Timing problem. Mine having IRR of 9.5%. Your average price for OSK-UOB EMB must be relatively low. Tips - Buy in when equities are going UP Added on January 1, 2013, 8:23 pm My IRR for EI GEME is currently at 6.2%. For EM equities, u really gotta look long-term. Seems like your guess is pretty accurate that I may have bought it at a relatively peak NAV. |
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Jan 1 2013, 10:32 PM
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#12
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All Stars
52,874 posts Joined: Jan 2003
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Looks like the China hype is back.
Seems like fund house is constantly promoting China or Greater China funds again. |
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Jan 3 2013, 10:56 PM
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#13
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(ctrl_alt_del @ Jan 3 2013, 10:48 PM) It's more like temporary parking for me, charges is 1.5% but u get FOC switching. So if u intended to invest in bond fund only, then i'd say not worth it. Bond fund charges 1.5% SC! That's expensive!(other alternatives - ambond, if u're using cimb clicks) |
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Jan 3 2013, 10:58 PM
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#14
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Jan 3 2013, 10:58 PM) Yes. Totally with you, bro!For a global bond fund like Hwang Select Bond or Asian bond fund like RHB Asian Total Return, still acceptable. But for a Malaysian bond fund...hell no.  |
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Jan 5 2013, 08:28 AM
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#15
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All Stars
52,874 posts Joined: Jan 2003
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0.5% SC is applicable for II only? AI also entitled?
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Jan 5 2013, 11:05 AM
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#16
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All Stars
52,874 posts Joined: Jan 2003
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II = Initial investment (usually for buying new fund)
AI = Additional investment (usually for topping up existing fund) Sorry to borrow those terms from PM. |
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Jan 5 2013, 11:51 AM
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#17
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(Kaka23 @ Jan 5 2013, 11:47 AM) Haha..That is why I am blur. Although I got some pm funds, this shows the agent never been looking for me for a long while already.. II, AI, DR are short codes used in the PM statement if you really received and read through them.  |
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Jan 12 2013, 06:28 PM
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#18
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All Stars
52,874 posts Joined: Jan 2003
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QUOTE(tornado dot com @ Jan 12 2013, 05:42 PM) any idea if the coming elections going to affect our funds in any way? If you're scared of that, divert your portfolio to offshore based fund. |
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Jan 14 2013, 12:14 PM
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#19
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All Stars
52,874 posts Joined: Jan 2003
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Based on the current local market atmosphere:
1. KLCI hits new high 2. GE is around the corner. As Pink Spider said, it's a preemptive strategy to reduce exposure in local market. This post has been edited by David83: Jan 14 2013, 12:14 PM |
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Jan 18 2013, 07:54 AM
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#20
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All Stars
52,874 posts Joined: Jan 2003
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I'm heading to FSM seminar this weekend and still wondering should I be getting OSK-UOB ASEAN.
Compared it to AmASEAN. It performed much better. |
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