Ya you are right

That's why I actually wanted to go 2:1 (HSAO:HSAQ). But a bit conservative. A bit sick of conservative portfolio already.

Large cap + dividend stocks + POTENTIAL dividend stocks

For this reason, I'll not be selling it. Need some US exposure. Unless of course; switch everything to AGEF. Decided to top up both HSAO and HSAQ, and use my existing fund in PGSF to top up AGEF.

Changing mind ?
I was think to get some Global Fund to invest in PGSF or AGEF ? what do you think

I have global fund already - Aberdeen Islamic World Equity Fund - Class A

Don't know about its country allocation.

How come r? you buy base on ?

bcos until now no monthly fact sheet is published

How about prospectus ? hmm... if not much reference you dare to buy r ?

This post has been edited by aoisky: Jul 21 2013, 10:28 PM

From what I understand, PGSF takes a "value" approach to stock picking.

What does "value investing" mean? It means buying stocks that are trading at below their intrinsic value, i.e. buying good companies trading at attractive valuations.

But in this IT era of free-flowing information, when exactly can u achieve this? By the time u found out, many others would have done so too.

It usually occurs when a good company is in (short-term) trouble, e.g. a product did badly, production got some hiccup, sales growth were stagnant lately etc.

Putting this into context of PGSF, Pacific Mutual ("PM") would look to buy into good companies whose stocks got beaten down for some reasons, hence their recent overweight in Australian mining stocks and China H-shares. They do so believing that it's just a matter of time that the troubles will pass, these companies will realise their fair value.

So the questions now are,
WHEN WILL THE TROUBLE PASS?
CAN YOU WAIT IT OUT?

Food for thought to help with your selection process

Aberdeen Islamic World Equity is a new fund, prospectus where will show its country allocation?

Maybe u can get a rough indication of country allocation from its non-Shariah compliant Singapore-managed sister fund?

This post has been edited by Pink Spider: Jul 21 2013, 10:39 PM

Good thought. Are you still carrying PGSF or yourself still waiting for the trouble pass ?
How about AGEF ?

This post has been edited by aoisky: Jul 21 2013, 10:43 PM

Not on my radar. Asking due to curiosity only.

I combo PGSF with OSK-UOB Global Equity Yield, 12%:24%

I believe that dividend approach to investing would deliver the more predictable returns, hence the bigger allocation for OUGEYF. Putting a smaller allocation to bet on PGSF's stock-picking skills to buy undervalued stocks.

Not holding AGEF at the moment. Happy with current portfolio.

This post has been edited by Pink Spider: Jul 21 2013, 10:47 PM

I'm a bit bias. I would choose AGEF. AGEF is something I would hold for long term.

Cause before this PGSF fund sheet do not disclose their geographical invested area. But June it does. The reason I'm holding a bit longer is because I want their US exposure. I can always switch to AGEF since now have the 1% SC promo period, but my PGSF is still in a loss position of ~3%.

Because of that, I'm placing new capital into HSAO and HSAQ. So it will now deviate from my initial plan of switching PGSF funds into HSAO and HSAQ. No idea when I will buy in AGEF, but when I do I will not be holding PGSF anymore



This post has been edited by TakoC: Jul 21 2013, 11:36 PM

U still thinking of holding PGSF for long term?

How about maintaining PGSF as it is now waiting for the trouble pass while top up occasionally to VCA, and get some AGEF to combo your Global Equity Fund?

Global Equity Fund is on my radar as I don't have one, I am considering PGSF and AGEF .

Eh, u went direct to Pacific Mutual's website? FSM haven't uploaded June fact sheet

Yes, gonna give it some more time, maybe when OSK-UOB GEYF kaboom (which I hope would not happen ) PGSF will take over to keep the ship afloat

This post has been edited by Pink Spider: Jul 21 2013, 11:53 PM

Oaisky says got June fund sheet. I couldn't check this afternoon, FSM was having their maintenance. Maybe tomorrow I'll check it out.

I'm just gonna leave mine there. Without this I'm completely empty on US exposure