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 Fundsupermart.com v2, Learn about DIY unit trust investing

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SUSDavid83
post Mar 15 2013, 09:16 AM

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Hwang fans, distribution declared:

Hwang Select Bond Fund | RM 0.005 per unit | 26-Mar-2013
Hwang AUD Income (MYR) | RM 0.005 per unit | 26-Mar-2013
Hwang AIIMAN Income Plus | RM 0.005 per unit | 26-Mar-201
SUSPink Spider
post Mar 15 2013, 09:50 AM

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Wanna top up my global equities, OSK-UOB Global Equity Yield and Pacific Global Stars...but OUGEY still closed doh.gif

PGS underperformed for past 1-month and 3-months period against peers, its Sharpe ratio dropped below that of Eastspring Investments Global Leaders, maybe bcos PGS is cash-heavy and overweight Asia Ex-Japan compared to US-heavy EIGS hmm.gif
ilineZ
post Mar 15 2013, 11:01 AM

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QUOTE(Pink Spider @ Mar 12 2013, 07:28 AM)
Hwang AQ I bought just about 6 months ago, but I've been investing in HwangIM funds since 2008, I can vouch for them thumbup.gif
hwang IM is which one ya?Hwang Select Income Fund/ Hwang Global Financial Institutions Fund?

mmm..
so means if i looking into Msia equity, then i should see KLCI index = must be low = now ?? isnt it low enough? sweat.gif
GE concern, i kinda believe it will not bring any harm to economy, shouldnt be over-worried..

SUSPink Spider
post Mar 15 2013, 12:14 PM

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HwangIM = Hwang Investment Management company doh.gif

Today top up...

RM100 EI Global Emerging Markets
RM120 OSK-UOB Global Equity Yield
RM100 Pacific Global Stars

Now my portfolio cun-cun 33% equity funds rclxms.gif

This post has been edited by Pink Spider: Mar 15 2013, 02:41 PM
birdman13200
post Mar 15 2013, 09:35 PM

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QUOTE(Pink Spider @ Mar 15 2013, 12:14 PM)
HwangIM = Hwang Investment Management company doh.gif

Today top up...

RM100 EI Global Emerging Markets
RM120 OSK-UOB Global Equity Yield
RM100 Pacific Global Stars

Now my portfolio cun-cun 33% equity funds rclxms.gif
*
What else 67%??? Can not be all bond fund, right?
SUSDavid83
post Mar 15 2013, 09:40 PM

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QUOTE(birdman13200 @ Mar 15 2013, 09:35 PM)
What else 67%??? Can not be all bond fund, right?
*
He has a high weightage in bonds.
SUSPink Spider
post Mar 15 2013, 10:27 PM

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QUOTE(birdman13200 @ Mar 15 2013, 09:35 PM)
What else 67%??? Can not be all bond fund, right?
*
QUOTE(David83 @ Mar 15 2013, 09:40 PM)
He has a high weightage in bonds.
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My target investment allocation:
75% unit trusts
25% Malaysian equities
Bond 50:50 Equity

In order to achieve 50:50, I need to overweight bonds in my UT portfolio, thus 66% in bonds (66% x 75% = 50%) wink.gif

But I've just deployed about half of my allocation for Malaysian equities, the other half wait for pre/post-GE kaboom flex.gif

This post has been edited by Pink Spider: Mar 15 2013, 10:29 PM
edwardSL
post Mar 16 2013, 07:58 AM

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Hi all sifu here,

I'm planning to start my fund investment soon in fundsupermart and has been study which one to buy recently, I'm planning to buy the following

OSK-UOB emerging markets bond fund
OSK-UOB kidsave trust
Kenanga Growth fund
AMB Dividend trust fund
RHB islamic bond fund (plan to buy this since now cnt buy Amdynamic d)

Currently I try to invest in more conservative method first while study more about other funds... Pls give me any opinion on this ^^ Anything that I miss out??
SUSPink Spider
post Mar 16 2013, 09:34 AM

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QUOTE(edwardSL @ Mar 16 2013, 07:58 AM)
Hi all sifu here,

I'm planning to start my fund investment soon in fundsupermart and has been study which one to buy recently, I'm planning to buy the following

OSK-UOB emerging markets bond fund
OSK-UOB kidsave trust
Kenanga Growth fund
AMB Dividend trust fund
RHB islamic bond fund (plan to buy this since now cnt buy Amdynamic d)

Currently I try to invest in more conservative method first while study more about other funds... Pls give me any opinion on this ^^ Anything that I miss out??
*
Just my opinion la ha...

If u study FSM Malaysia and FSM Singapore Recommended Portfolio, did u not notice that there isn't a single mixed assets/balanced fund?

If u can afford to build a portfolio, u have no need for a balanced fund, because YOU yourself can do the "balancing" on your own, at cheaper cost.

Balanced fund fits those who cannot afford the time and/or capital to maintain a portfolio.

And the equity portion of your portfolio is quite Malaysia-heavy (KGF is 100% Malaysia, ADTF is 70% Malaysia), and u got 0% exposure to US and Europe.

Just my 1 sen worth of comment icon_rolleyes.gif

This post has been edited by Pink Spider: Mar 16 2013, 09:47 AM
edwardSL
post Mar 16 2013, 12:18 PM

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Now is a good time for US and Europe market??

Maybe I will search for a good Asia Ex Japan fund to invest as I heard there is a good market for this region =)

I'm trying to make time to study how funds work, still not quite sure what to look at except for the funds rating, history, volatility and sharpe ratio... that's all i know for now ^^
SUSDavid83
post Mar 16 2013, 12:20 PM

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QUOTE(edwardSL @ Mar 16 2013, 12:18 PM)
Now is a good time for US and Europe market??

Maybe I will search for a good Asia Ex Japan fund to invest as I heard there is a good market for this region =)

I'm trying to make time to study how funds work, still not quite sure what to look at except for the funds rating, history, volatility and sharpe ratio... that's all i know for now ^^
*
I'll recommend Asia Pacific ex Japan first and also ASEAN region.
SUSPink Spider
post Mar 16 2013, 12:23 PM

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QUOTE(edwardSL @ Mar 16 2013, 12:18 PM)
Now is a good time for US and Europe market??

Maybe I will search for a good Asia Ex Japan fund to invest as I heard there is a good market for this region =)

I'm trying to make time to study how funds work, still not quite sure what to look at except for the funds rating, history, volatility and sharpe ratio... that's all i know for now ^^
*
Those are all historical measures, backward-looking measures. You should also look at forward-looking data like growth potential of the various regions/markets.

US and Europe may look expensive relative to Asian and Emerging Markets, but u must not leave them out totally.

Malaysia is an Asian market, but Malaysians wear adidas shirts, drive Mercedes-Benz and Volkswagen cars, buy Michelin tyres, Prada and Gucci, right? And those brands are listed in US/Europe. icon_idea.gif

QUOTE(David83 @ Mar 16 2013, 12:20 PM)
I'll recommend Asia Pacific ex Japan first and also ASEAN region.
*
nod.gif

If u don't wanna have a too complicated portfolio to start with, u can just pick a good global fund and let the Fund Manager do the asset/region allocation for you.

Pacific Global Stars is one u can consider.

This post has been edited by Pink Spider: Mar 16 2013, 12:30 PM
SUSDavid83
post Mar 16 2013, 02:59 PM

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Idea Of The Week: Put Your Savings To Work [15 Mar 2013]

1. REGULAR SAVINGS PLAN AND PRIVATE RETIREMENT SCHEME
2. FIXED INCOME FUNDS
3. EQUITY FUNDS FOR GROWTH

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=3253
SUSDavid83
post Mar 16 2013, 03:01 PM

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QUOTE(Pink Spider @ Mar 16 2013, 12:23 PM)
Those are all historical measures, backward-looking measures. You should also look at forward-looking data like growth potential of the various regions/markets.

US and Europe may look expensive relative to Asian and Emerging Markets, but u must not leave them out totally.

Malaysia is an Asian market, but Malaysians wear adidas shirts, drive Mercedes-Benz and Volkswagen cars, buy Michelin tyres, Prada and Gucci, right? And those brands are listed in US/Europe. icon_idea.gif
nod.gif

If u don't wanna have a too complicated portfolio to start with, u can just pick a good global fund and let the Fund Manager do the asset/region allocation for you.

Pacific Global Stars is one u can consider.
*
You have a point but personally, I think that global fund is too diverse.

Morevoer, Asia Pacific ex Japan is highly weighted as compared to other regions.

Europe needs more time to rebounce.

US hits all time high and I guess correction is on its way.
edwardSL
post Mar 16 2013, 03:32 PM

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Any good Asia EX japan recommend guys?? =)
ben3003
post Mar 16 2013, 03:34 PM

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Hwang Asia Quantum? Eastspring Investment Asia Pacific MY fund ? biggrin.gif
edwardSL
post Mar 16 2013, 06:50 PM

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QUOTE(ben3003 @ Mar 16 2013, 03:34 PM)
Hwang Asia Quantum? Eastspring Investment Asia Pacific MY fund ? biggrin.gif
*
I see that Hwang Asia Quantum really perform well~ gonna try it ^^

I'm wondering is there any "good" timing for buying funds?? As the GE is coming...
So should I wait??

I'm not expert in this, but i think fund should be well diverse and won't differ much before/after GE???
Am I correct??
SUSDavid83
post Mar 16 2013, 07:10 PM

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QUOTE(edwardSL @ Mar 16 2013, 06:50 PM)
I see that Hwang Asia Quantum really perform well~ gonna try it ^^

I'm wondering is there any "good" timing for buying funds?? As the GE is coming...
So should I wait??

I'm not expert in this, but i think fund should be well diverse and won't differ much before/after GE???
Am I correct??
*
GE won't affect much offshore funds like Hwang AQF or EI AP.
ben3003
post Mar 16 2013, 08:08 PM

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AQF holds nearly 30% MY equities, but perhaps they focus mid cap market so maybe GE no big effect. I believe mostly big GLC companies will get affected.
Kaka23
post Mar 17 2013, 09:47 AM

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Any opinion on OSKUOB Equity Trust?

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