FUND PERFORMANCE (BID-TO-BID ANNUALIZED RETURNS)

near bottom of the page

Scroll down further till you see bid-to-bid annualized returns. It's there. In a table format

1 year 2 year 3 year 5 year
11.1 8.6 10.4 9.4

So 2012 it's 11.1, 2011 is calculated as 11.1 - 8.6 = 2%+? I believe not.

that is usually true...cos you are partially responsible for any downturn...

This post has been edited by yklooi: Jun 5 2013, 11:00 AM

U understand the concept of ANNUALISED RETURN or not?

Means
from 03-Jun-12 to 03-Jun-13: +11.1%
from 03-Jun-11 to 03-Jun-13: +8.6% PER ANNUM
from 03-Jun-10 to 03-Jun-13: +10.4% PER ANNUM

Cause I usually look at OTHER PERFORMANCE DATA, bro.

Hwang Select Asia (ex Japan) Quantum Fund (%) 27.42 6.17 27.74 62.04 -27.11 (2012 - 2008)

now cannot clearly see the up and down of my FSM asset performance...cos recently a few of my Hwang's funds had announced dividend...the total units are still not reflected...only the NAV prices are reflected....thus alot are on the "RED" ...

units entitled for distribution x net dividend rate / NAV price on ex-date (usually) = units receivable from distribution

sendiri calculate

This post has been edited by Pink Spider: Jun 5 2013, 11:38 AM

i got used to after login in to FSM...can see a some "RED",...Now ALL "RED"....then mentally hv to say,.oh..maybe it is dividend. Guess too many Hwang in there.
"net dividend rate" has to minus the taxes and etc too? if YES, what is the "true" rate?

This post has been edited by yklooi: Jun 5 2013, 11:46 AM

Many hWANG is good

Take the net, ignore the gross

This post has been edited by Pink Spider: Jun 5 2013, 11:47 AM

According to the management, we do not have any plan to implement the platform fee in Fundsupermart.com Malaysia. - eugene lye

Suka-suka tanya sahaja

I never really understood the conecept of annualised return. Can you explain as per below?

Suppose Fund A makes 10 % in 2012
makes -2 % in 2011
makes 13 % in 2010
5 % in 2009

How to annualise above?

Easy, just start with 100

2009: 100 x (1 + 0.05) = 105
2010: 105 x (1 + 0.13) = 118.65
2011: 118.65 x (1 - 0.02) = 116.277
2012: 116.277 x (1 + 0.10) = 127.9047

Take
(127.9047 / 100) ^ (1 / 4) - 1 = 6.3461%

127.9047 = end value
100 = beginning value
2009 to 2012 = 4 years

In this example, 6.3461% is the 4 years annualised return

There may be easier way to calculate, but this way I can explain to u the mechanism.

This post has been edited by Pink Spider: Jun 5 2013, 01:20 PM

if im not wrong, annualised as in on average / year.

for your example, if +10 -2 / 2 years = +4% annualised for that 2 years.. is that right?

Try use my example above to calculate the 2 years annualised return...I bet you will get a different result

Annualised return takes into account compounding.

Annualised return =/= Average return

This post has been edited by Pink Spider: Jun 5 2013, 01:34 PM

anyone invest on OSK-UOB Asian Income fund? any opinion?

NIKKEI 225 plunged 3%.

Asian market in RED.

Nice one

http://www.bfm.my/sm-salvatore-dali-malays...m-05062013.html

Talk discusses LONG vs SHORT term investment.