QUOTE(MUM @ Apr 10 2018, 12:15 AM)
what is your % of allocations for those funds?
25% each?
there are some similar invested regions funds...like CIMB and Quantum...they are almost similar countries of investment....try see the individual fund factsheet to see if they are similar or not.
Kenanga and hwang select opportunity are of the same investment area too.
thus your portfolio are mainly abt 50% in Malaysia and 50% in Asia Pac region....
greater china fund are covering China, HK, Taiwan......which i think is coverred by your existing CIMB
for those individual country focused fund like india...can try 5% ~10% just for bit of diversification by be cautious that single country focused or segment focused funds like TA Global Tech are focused thus alot more volatile.
i cannot say if you are making the correct diversification or not ...for you need to see at 50% m'sai & 50% in Asia pac....is that what you wanted and are comfortable with?
googled and found this example....
bear in mind that this is just a concept and it is not a suit all persons portfolio forming concept....
"FSM introduce the concepts behind portfolio construction and management, and share with readers how the Fundsupermart (FSM) Recommended Portfolios are constructed."
https://secure.fundsupermart.com/main/resea...?articleNo=4383yes my overall allocation structure will result in 50-50..
although cimb and quantum looks similar but the allocations and strategies are very different..cimb focus alot more on overseas but quantum has more allocations in msia and SG..the market cap segment is different too..
are these funds good choices? what other funds that you guys can recommend? my criteria will b strong resilience during downturn, always outperform the index and can consistently generate double digit annual return..
should i invest in global funds as well? any recommendations?