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 Fundsupermart.com v3, Manage your own unit trust portfolio

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pisces88
post Jun 1 2013, 11:42 AM

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QUOTE(Pink Spider @ Jun 1 2013, 12:42 AM)
to be frank, with the 0.2% difference in management fee, I'd rather go for Select Income wink.gif
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QUOTE(yklooi @ Jun 1 2013, 09:52 AM)
Add 0.5%sc different also
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but Select income have some equity , although very small %.. if i wanted to adjust portfolio allocation, then will be complicated? i think that was why i chose HS bond in the 1st place.. what's ur opinion? blush.gif
SUSPink Spider
post Jun 1 2013, 11:45 AM

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QUOTE(pisces88 @ Jun 1 2013, 11:42 AM)
but Select income have some equity , although very small %.. if i wanted to adjust portfolio allocation, then will be complicated? i think that was why i chose HS bond in the 1st place.. what's ur opinion?  blush.gif
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Well, its all personal preference lo, I'd go for HSB to be able to better monitor my portfolio, but sometimes I look at the 10% annualised returns of HSI... tongue.gif
pisces88
post Jun 1 2013, 11:50 AM

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QUOTE(Pink Spider @ Jun 1 2013, 11:45 AM)
Well, its all personal preference lo, I'd go for HSB to be able to better monitor my portfolio, but sometimes I look at the 10% annualised returns of HSI... tongue.gif
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true true.. but being a newbie in UT, i thought i'll keep it simple for the 1st year and just get a pure bond to balance my portfolio biggrin.gif
JinXXX
post Jun 1 2013, 12:12 PM

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QUOTE(Pink Spider @ Jun 1 2013, 11:45 AM)
Well, its all personal preference lo, I'd go for HSB to be able to better monitor my portfolio, but sometimes I look at the 10% annualised returns of HSI... tongue.gif
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not bad.. the fund is quite big at 2 bil smile.gif , is it just me or sometimes i look into fund investment based on how big they are ?
ben3003
post Jun 1 2013, 12:56 PM

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i think monday will be red as well as Friday market arent great.
bios
post Jun 1 2013, 02:39 PM

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QUOTE(JinXXX @ May 31 2013, 09:35 PM)
yeah will do that.. but before that wan check if, anybody that hold that fund was notified for the distribution reinvestment...  smile.gif
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Not yet.
Sabar...the time will come.

gark
post Jun 1 2013, 02:54 PM

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QUOTE(JinXXX @ Jun 1 2013, 12:12 PM)
not bad.. the fund is quite big at 2 bil smile.gif , is it just me or sometimes i look into fund investment based on how big they are ?
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The bigger the fund, the less efficient the management will be. If a fund is too big, it cannot make purchases without distorting the whole market. Hence big funds can only buy very very liquid stocks hence becoming more like an index fund already, as the list of stocks they can buy is limited.

A good example is public smallcap became sooooo big, until the performance is affected before they decided too late to close the fund.

This post has been edited by gark: Jun 1 2013, 02:54 PM
SUSPink Spider
post Jun 1 2013, 03:02 PM

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QUOTE(gark @ Jun 1 2013, 02:54 PM)
The bigger the fund, the less efficient the management will be. If a fund is too big, it cannot make purchases without distorting the whole market. Hence big funds can only buy very very liquid stocks hence becoming more like an index fund already, as the list of stocks they can buy is limited.

A good example is public smallcap became sooooo big, until the performance is affected before they decided too late to close the fund.
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Hwang SIF is more yield-focused, not so trade-happy. Should not affect much IMHO

This post has been edited by Pink Spider: Jun 1 2013, 03:04 PM
gark
post Jun 1 2013, 03:38 PM

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QUOTE(Pink Spider @ Jun 1 2013, 03:02 PM)
Hwang SIF is more yield-focused, not so trade-happy. Should not affect much IMHO
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Yeah.. but it was a general reply to those who think that bigger funds = better. tongue.gif

Still even though it is yield focus, the big size does limit some of the purchases. For example if SIF decide to invest in like illiquid stock with good yield like Hup Seng.. what would happen? tongue.gif

This post has been edited by gark: Jun 1 2013, 03:38 PM
SUSPink Spider
post Jun 1 2013, 03:52 PM

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QUOTE(gark @ Jun 1 2013, 03:38 PM)
Yeah.. but it was a general reply to those who think that bigger funds = better.  tongue.gif

Still even though it is yield focus, the big size does limit some of the purchases. For example if SIF decide to invest in like illiquid stock with good yield like Hup Seng.. what would happen?  tongue.gif
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Ikan bilis investors like me would be more than happy to let go at 50% profit and let them buy at inflated price laugh.gif
millenius
post Jun 1 2013, 11:45 PM

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Hi, I am new to UT. I dont have any experience other than reading through "getting started" in FSM and lurking around this thread. I was wondering, how does one keep track of their portfolio ? What do I need to monitor ? I mean, I wanted to have an excel sort of document to manage my newly started investment but I dont know what to do. Please advise.
pisces88
post Jun 2 2013, 12:12 AM

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QUOTE(millenius @ Jun 1 2013, 11:45 PM)
Hi, I am new to UT. I dont have any experience other than reading through "getting started" in FSM and lurking around this thread. I was wondering, how does one keep track of their portfolio ? What do I need to monitor ? I mean, I wanted to have an excel sort of document to manage my newly started investment but I dont know what to do. Please advise.
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actually once you have an account with FSM and start buying the UT, can easily keep track including % of portfolio breakdown smile.gif
aoisky
post Jun 2 2013, 12:14 AM

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QUOTE(jerrymax @ May 31 2013, 11:02 AM)
Pinky, which region I have yet to cover for diversification purpose? =p

Alliance Global Diversified Property Fund
Alliance Global Equities Fund
CIMB-Principal Asia Pacific Dynamic Income Fund
Eastspring Investments Equity Income Fund
Hwang Asia Quantum Fund
OSK-UOB Emerging Markets Bond Fund
OSK-UOB KidSave Trust
Pacific Global Stars Fund

I'm planning to add EASTSPRING INVESTMENTS GLOBAL EMERGING MARKETS FUND next month. Any comments on this fund?

P.S OSK-UOB EMBF red since invested. lol
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EI GEM personally i had this fund under my portfolio before, just sold it not a recommended fund. anyway read fact sheet and past five years track records judge yourself
millenius
post Jun 2 2013, 12:29 AM

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QUOTE(pisces88 @ Jun 2 2013, 12:12 AM)
actually once you have an account with FSM and start buying the UT, can easily keep track including % of portfolio breakdown  smile.gif
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o wait, really ? I just bought 2 and it is still pending. Guess I'll wait :/
aoisky
post Jun 2 2013, 12:29 AM

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QUOTE(millenius @ Jun 1 2013, 11:45 PM)
Hi, I am new to UT. I dont have any experience other than reading through "getting started" in FSM and lurking around this thread. I was wondering, how does one keep track of their portfolio ? What do I need to monitor ? I mean, I wanted to have an excel sort of document to manage my newly started investment but I dont know what to do. Please advise.
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well every journey start with the very first step.
why don't you register an account at FSM and start ur purchase of your first UT fund first. slowly you will understand more about UT, before you think far. I assume you have read thru post 1 if not feel free to read around post 1.
aoisky
post Jun 2 2013, 12:32 AM

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QUOTE(millenius @ Jun 2 2013, 12:29 AM)
o wait, really ? I just bought 2 and it is still pending. Guess I'll wait :/
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T + 4 next four business day. on the forth day you should be able to view your portfolio holding with current value of your fund, units, profit, profit % and etc.
SUSPink Spider
post Jun 2 2013, 12:34 AM

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QUOTE(millenius @ Jun 1 2013, 11:45 PM)
Hi, I am new to UT. I dont have any experience other than reading through "getting started" in FSM and lurking around this thread. I was wondering, how does one keep track of their portfolio ? What do I need to monitor ? I mean, I wanted to have an excel sort of document to manage my newly started investment but I dont know what to do. Please advise.
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https://forum.lowyat.net/index.php?act=Atta...post&id=3363202

Editable file attached icon_rolleyes.gif
SUSPink Spider
post Jun 2 2013, 12:35 AM

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QUOTE(aoisky @ Jun 2 2013, 12:14 AM)
EI GEM personally i had this fund under my portfolio before, just sold it not a recommended fund. anyway read fact sheet and past five years track records judge yourself
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It's the best GEM equity fund available at Malaysia, at least it beats its benchmark tongue.gif
pisces88
post Jun 2 2013, 12:46 AM

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QUOTE(millenius @ Jun 2 2013, 12:29 AM)
o wait, really ? I just bought 2 and it is still pending. Guess I'll wait :/
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oh u need to wait T+4, as someone mentioned. welcome aboard rclxms.gif
aoisky
post Jun 2 2013, 12:48 AM

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QUOTE(Pink Spider @ Jun 2 2013, 12:35 AM)
It's the best GEM equity fund available at Malaysia, at least it beats its benchmark tongue.gif
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Well. It may be the best in it's league but it's definitely not in overall. Yes it outperform its benchmark but there are a lot other funds which is outperform GEM fund. in term of IRR this fund among the lower rank in my overall portfolio. We buy UT, one common objective good return isn't it ?

This post has been edited by aoisky: Jun 2 2013, 12:49 AM

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