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 Fundsupermart.com v2, Learn about DIY unit trust investing

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TakoC
post Apr 26 2013, 05:00 PM

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QUOTE(Pink Spider @ Apr 26 2013, 04:45 PM)
Can u write proper sentence ar vmad.gif
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Sorry big boss, haven't drop by for so long. Topped up last week and only have time to check how's my fund doing today. So just a quick update on the returns after the top up tongue.gif
TakoC
post Apr 27 2013, 09:52 AM

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QUOTE(David83 @ Apr 26 2013, 10:34 PM)
Malaysian equity is doing pretty well with KLCI hits another record. Not a surprise for AmDynamic Bond to be stagnant.

How about just redeem it?
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Redeem meaning transfer it to CMF? Does it avoid the 1% exit fee?
TakoC
post Apr 27 2013, 09:54 AM

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QUOTE(Kaka23 @ Apr 27 2013, 09:25 AM)
I also plan to sell part of my AmDynamic end of next week... tongue.gif

Going into equities...
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I just realized that when you top up using FSM. They just lump up your unit holdings and investment value. No breakdown or whatsoever.

Do you all keep track using the lump sum figure FSM display or you guys do your own breakdown (by top up)?
TakoC
post Apr 27 2013, 03:20 PM

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Pink, I have that as well. Traditional returns calculation sheets and IRR sheets.

Just wondering since this is my first time top up through FSM and they only show the lump sum investment figure, which is unlike bank. They send you the statement when you top up, so you can know how much you invested, unit price, and total units bought, unlike FSM. Get the idea? smile.gif
TakoC
post Apr 27 2013, 03:21 PM

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QUOTE(Kaka23 @ Apr 27 2013, 10:34 AM)
Can't avoid like that. Not possible
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Then no point to park money in CMF right? Better to park in bond. Doubt 4 days brings significant difference if it is the T+4 days you are worry about. My 2 cents.
TakoC
post May 2 2013, 03:55 PM

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Pink and Kaka, a bit tempted to realize some of my gain in AmDynamic now after seeing some of you sold it off. But not sure what to do with the money. I can always use my excess cash in my bank to purchase UT which is more than enough. I guess I should leave it then? smile.gif

This post has been edited by TakoC: May 2 2013, 03:56 PM
TakoC
post May 2 2013, 04:13 PM

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QUOTE(Pink Spider @ May 2 2013, 03:59 PM)
AmDynamic Bond got significant holdings in toll operators whistling.gif

For that reason alone, I've just dumped about 1/6 of my AmDynamic Bond today, keep in Cash Management Fund laugh.gif

If PR takes over and KLSE crashes...gonna shopping there brows.gif
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Maybe KLSE crash, public no confident in stock and bond shoot up again? Hahaha.

After reading your comment I feel like realizing all my profit gains. Then buy more through FSM and achieve silver status. Lol
TakoC
post May 2 2013, 04:21 PM

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What MYR equity fund are you looking at after GE?
TakoC
post May 2 2013, 05:15 PM

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QUOTE(Pink Spider @ May 2 2013, 03:59 PM)
AmDynamic Bond got significant holdings in toll operators whistling.gif

For that reason alone, I've just dumped about 1/6 of my AmDynamic Bond today, keep in Cash Management Fund laugh.gif

If PR takes over and KLSE crashes...gonna shopping there brows.gif
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April fund sheet : http://www.fundsupermart.com.my/main/admin...eetMYAMDNMB.pdf

Got toll operator, bro? On iPhone now, troublesome to google each company. Go home first smile.gif
TakoC
post May 2 2013, 09:05 PM

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QUOTE(yklooi @ May 2 2013, 06:40 PM)
AmDynamic bond fund has been closed,..if you dumped some of it, can you get back in next time??
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No.
TakoC
post May 2 2013, 09:25 PM

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Hahaha. Pink, once I sell off all my distributions I received my portfolio will be a loss (not taking the distributions I sold into consideration) Buy in too high during my initial investment. But net effect I still yield around 7% after taking in the profit smile.gif
TakoC
post May 5 2013, 11:21 AM

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Saw the best news ever. If I'm not mistaken what email said, we are now allowed to transfer to FSM the fund we bought from other banks.

Bought AmDynamic from OCBC, now going to transfer all of them in FSM. Did I misinterpret?
TakoC
post May 5 2013, 02:06 PM

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QUOTE(Kaka23 @ May 5 2013, 12:21 PM)
I did transfer in from Ambank, Alliance and UOB. No problem at all, only certain bank will take longer time to transfer. Averagely need like 4-6 weeks.
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How's the process like, bro? I read that we need to fill up a form. But from the email they sent, I don't see any attachments.
TakoC
post May 7 2013, 10:29 PM

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Email FSM to ask on their opinion on the funds that suit me. I'm currently holding 90% in AmDynamic and 10% in Asia Quantum.

Below are the funds they recommended:

Hwang Select Bond Fund - Global
OSK Kidsave - Asia ex Japan
CIMB Principal Global Titans Fund - US, Europe, Japan
Asia Quantum - which I am holding now
CIMB Principal Asia Pacific Dynamic Income - Asia ex Japan
Kenanga Growth Fund - Malaysia
AMB Dividend Trust Fund - Malaysia

Any opinion on the fund recommended to me? I am planning to invest on a top up basis. However, will only select 2 funds listed above to top up. Don't want to hold that much fund. Plan to take it slow. Opinions on fund stated above is welcomed. Thanks.
TakoC
post May 8 2013, 02:41 PM

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QUOTE(Pink Spider @ May 7 2013, 10:43 PM)
OSK-UOB KidSave:
I've always felt that IF u have a capital large enough to construct a portfolio, why bother with having a Balanced Fund? U could do the "balancing" yourself. But nevertheless this is a time-tested winner. nod.gif

CIMB-Principal Global Titans:
It's a Feeder Fund mainly focusing on global large cap big name stocks. If u have been following my posts, you'd know that I'm a big believer of having exposure in global big name stocks listed in US+Europe no matter how bad US and Europe economies look like. But one thing that kept me away from this fund is the difficulty I've had trying to gather information on the Target Funds. I want to know what are the underlying holdings of the Target Funds. Principal website is like a maze. rclxub.gif  shakehead.gif

Kenanga Growth:
The main man behind the past success of this fund has left to Eastspring Investments. It may not perform with similar success in the future. But heck, even if Chen Fan Fai did not go, who can guarantee that he can keep up the good work? It's your call, caveat emptor laugh.gif

AMB Dividend Trust:
Do u know that AMB delegates the management of this fund to HwangIM? Check the prospectus if u don't believe me. If I were u, I'd go for Hwang Select Dividend instead, at least I can switch between HwangIM funds for free. Intra switching mar icon_idea.gif

No comments about the rest, all are great funds icon_rolleyes.gif
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I'm actually considering Pacific REIT to include it as one of my portfolio; also global funds. Definitely would want to equity exposure in the global market. What global fund would you recommend? I have never heard of you people talk about CIMB-Principal Global Titans, that's why I'm a bit skeptical of this fund.
TakoC
post May 12 2013, 08:11 PM

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KLCI is flying recently, and I read that some of you are actually entering now?

No one going in or top up global fund?
TakoC
post May 13 2013, 11:06 AM

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QUOTE(David83 @ May 13 2013, 09:38 AM)
AmAsia Pacific REIT has high exposure of REITS in Australia and Singapore.

As of 31st March:

Australia 23.5%
Singapore 39.8%
Japan 18.5

Seems like it starts to jump into Japan instead of HK. Maybe it's a buying opportunity of Yen weakening and Japan equity is in high mood.
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Another fund with crazy performance. Almost bought in this but my portfolio got too high Asia exposure. Good fund nonetheless. Can invest now smile.gif
TakoC
post May 13 2013, 09:35 PM

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Shortlisted 3 global funds.

1. Alliance Global Equities Fund

Returns seems fine. However, not really liking their holdings (electronics, manufacturing). Unit price seems a little too high now.

2. Eastspring Investment Global Leaders MY Fund

Not much to say about this fund. Remain neutral. The global fund FSM reckon to me.

3. Pacific Global Star Fund

My favourite global fund of all due to their large holdings in food beverage and tobacco. Unit price is low, good to purchase in. But the unit price drop not due to distributions, which means the performance drop. A bit skeptical to buy in this.

Global fund investors, would appreciate your opinions. Still learning. What are you guys holding? Share your thoughts? smile.gif
TakoC
post May 13 2013, 10:09 PM

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QUOTE
Alliance Global Equities
- 1/3 in developed markets, managed passively; 2/3 in Asian markets, actively managed
- strong performer
- but be careful of overexposure to Asian markets in your portfolio should u pick this fund

OSK-UOB Global Equity
- relatively low volatility as it focuses on dividend stocks
- as at 31 July its exposure is roughly 77% developed markets, balance in Asia/emerging markets

Eastspring Investments Global Leaders
- seeks out undervalued stocks that are (or have potential to be) their industry leaders
- about 80% in developed markets, overweight US (about 40%+) and Japan

Pacific Global Stars
- from what I read in its prospectus, its approach is more technical than fundamental (seeks stocks that have potential to outperform the market)
- weighting between developed markets and Asian markets is close to 50/50, so be careful of overexposure to Asian markets


Copied from one of Pink's post. I guess I'll go with Pacific Global Stars and see how it goes..
TakoC
post May 13 2013, 10:27 PM

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QUOTE(Pink Spider @ May 13 2013, 10:11 PM)
Didn't u read Pacific Mutual's reply to my query on their recent drop? They replied that the underperformance is due their overweight in China stocks. They remain overweight China as they believe that it offers great value.
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So buying in Pacific Global Stars would beat the purpose of having exposure in global market then. Hmm.. That being said, not that I really care. I'm just looking for more equity fund to buy in actually. I'm too heavily invested in bond fund. Need to balance up my portfolio. Decisions, decisions, decisions.. Help sad.gif

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