Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 Fund Investment Corner v3, Funds101

views
     
yamasce
post Apr 9 2018, 11:41 PM

Casual
***
Junior Member
346 posts

Joined: Jul 2007


hey guys need your feedback here and advices..i have invested in below funds:
1. affin hwang select asia (ex japan) quantum - overseas small cap
2. affin hwang select opportunity - msia large cap
3. kenanga growth - msia mid/small cap
4. cimb principal asia pac dynamic inc - overseas large/mid cap

am i making the correct diversification investment plan? are those funds good choices?

i am also thinking to diversify to india, china and global fundd..funds like manulife india equity, cimb principal greater china equity and eastspring..do you have any recommendations and advices?
yamasce
post Apr 10 2018, 09:32 AM

Casual
***
Junior Member
346 posts

Joined: Jul 2007


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=4383
*
yes 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?
yamasce
post Apr 10 2018, 09:49 AM

Casual
***
Junior Member
346 posts

Joined: Jul 2007


QUOTE(MUM @ Apr 10 2018, 09:37 AM)
i would loves to have those funds that can consistently generate double digit annual returns and be strong resilience during downturn.....

please PM me when you found any......will you? Thanks in advance.

btw,....the 4 funds that you had selected managed to achieves your criteria?
*
lol ya i know my criteria might b unachievable but who knows...mayb close to 10% would b good..those earlier funds are juz baby steps so mainly based on research from fundsupermart, morningstar and lippers...now i want to strictly select my funds..hence the tight criteria comes into play..

 

Change to:
| Lo-Fi Version
0.0188sec    0.26    7 queries    GZIP Disabled
Time is now: 10th December 2025 - 07:27 PM