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 Fund Investment Corner v3, Funds101

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ZeneticX
post Jan 9 2021, 03:02 PM

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From: KL - Cardiff - Subang - Sydney



I currently have Eastspring Growth fund and Small Cap fund. (Growth fund gaining and Small Cap losing at the moment)

Thinking about switching one of them to Dynasty Equity fund. Which one to switch?
ZeneticX
post Jan 10 2021, 12:10 AM

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QUOTE(MUM @ Jan 9 2021, 05:09 PM)
Are you planning to do the switch due to the performance or returns or for diversification considerations?
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long term growth and diversification as well
ZeneticX
post Jan 10 2021, 02:34 PM

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12,413 posts

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From: KL - Cardiff - Subang - Sydney



QUOTE(MUM @ Jan 10 2021, 02:15 AM)
if for diversification,...
then since you have
Eastspring Growth fund and Small Cap fund and you are thinking about switching one of them to Dynasty Equity fund.....
1 is focused on larger cap while the other is focused on small cap....

why not split 1/2? reduce 1/2 of each so that you will still have small cap and large caps in Malaysia while you add in Dynasty?
*
Thats actually a good idea.... never thought about it. Thanks

 

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