i wish they can bring some funds from Templeton fund house. I think so far they have launched 2 bond funds.
Fundsupermart.com v2, Learn about DIY unit trust investing
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 Mar 1 2013, 11:27 AM
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#1
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Senior Member
2,429 posts Joined: Jul 2007 
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Mar 5 2013, 08:27 PM
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#2
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anyone invested in OSK-UOB Emerging Opportunity UT? is it worth investing in this as compared to say, PSmallCap or PFSF?
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Mar 5 2013, 08:39 PM
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#3
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Actually, i have HAQ alredi...and on the same time also have Psmallcap and PFSF....thinking of consolidating those MY smallcap funds to either one of the PM fund or Emerging Opportunity. not sure which direction to go yet.
QUOTE(Pink Spider @ Mar 5 2013, 08:36 PM) I prefer Hwang AQF to OUEOUT as OUEOUT is restricted to max of 30% in foreign investments, cos it's EPF-approved. U looking for EPF-approved fund? Currently FSM got Hwang PRS funds and RHB PRS funds.  |
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Mar 5 2013, 08:47 PM
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#4
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I do have OSK-UOB fund in my portfolio, but personally i hate OSK-UOB because of the RM25 switching fees.
QUOTE(Pink Spider @ Mar 5 2013, 08:42 PM) IMHO, factors to consider: - past performance vs benchmark - other funds from the Fund House (to facilitate switching) |
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Mar 5 2013, 08:52 PM
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#5
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anyway, there's not many good performing local smallcap funds in FSM platform. so, the choice is limited.
QUOTE(Pink Spider @ Mar 5 2013, 08:48 PM) +100 That's why I only buy OSK-UOB funds that I believe can hold for long-term. |
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Mar 7 2013, 12:08 PM
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#6
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i wonder why is everyone so kan chiong about the NAV? you will be informed of the NAV you purchased once the units have been priced.
knowing NAV immediately doesnt mean that you can transact those units immediately. you can only do so once the units are credited into your account. |
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Mar 7 2013, 08:50 PM
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#7
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2,429 posts Joined: Jul 2007
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is XIRR % considered annualized return % as well?
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Mar 8 2013, 10:02 AM
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#8
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i wanna take profit from my OSK-UOB Kidsave fund. should i switch to CMF or another bond fund in OSK-UOB which i dont have now (maybe OSK-UOB Income)?
what's the pros and cons? |
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Mar 9 2013, 04:16 PM
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#9
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if you have unit trusts and stocks in your portfolio, how do you do the asset allocation?
let's say your ideal asset allocation is 70% equity and 30% bond, for the equity portion, do you count the equity funds in UT + stocks = 70%? |
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Mar 9 2013, 04:28 PM
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#10
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so your asset allocation is 50% equity and 50% bond/fixed income?
QUOTE(Pink Spider @ Mar 9 2013, 04:22 PM) Up to personal preference I'd say. For me, yes I count both. Planning to have 25% of my investment assets in local stocks. My preference is 50/50, that's why the equity portion in my UT is only 33.3%+/-. (33.3% x 75%) + 25% = 25% + 25% = 50% |
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May 27 2013, 09:21 PM
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#11
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that's why i always like to advocate investors to be MY equities funds heavy, especially those newbies. no matter how bad Msian equity market is doing, it will never be too bad for long due to large institutional funds support here.
if you really compare long term performance of MY equities funds (5 or 10 years performance), there's hardly any true regional/global funds that can beat top 10 best performing MY equities funds. QUOTE(yklooi @ May 26 2013, 03:07 PM)  what do you want? short term profit or adding into yr inv portfolio?  , geee, just realised that while selecting funds for my portfolio on 40%EQ/60%FI,i focused too much on performance history, Risk rating, sharpe ratio,.... just realised now my content of my 40%EQ are now 85% in Msia EQ 15% global/Asia Eq. how to reduce?....M'sia Eq looks just so good.. i got kidsave, HSDiv, HSI, HSBal....all these has good solid past histories....but are mostly invested in M'sia Eq else, global EM, china and others....i should get more to top up my 1 sided EQ portfolio.... are not performing... what to do?  |
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