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

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%.

U still thinking of holding PGSF for long term?

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

You can ask those sifu like gark, Pink, wongsifu etc etc. they'll be able to give you a more rounded answer

But like what Pink said, PGSF is adopting 'value picking' approach. They moved big portion of their funds to Asia market because they see potential in it. With the recent correction in Asia, it is deemed quite attractive as it is.

u got your point too.. TakoC so not need to off load just yet... stay put perhaps is shopping time, best yet to come. I was thinkin to purchase PGSF at the moment

hmmm AGEF pun eloklah 

agef USA 11.6%
http://www.fundsupermart.com.my/main/admin...eetMYALGLEF.pdf
PSGF USA 16.7%
page 3 top section
http://www.fundsupermart.com.my/main/admin...rtsMYPMFGSF.pdf

geee, pls advise where/what wrong?
is it bcos of info was from "latest" March 2013?

june fact sheet.
AGEF has US is 11.6% allocation
PGSF has US 16.7% allocation

I talked to their analyst on why PGSF is in their recommended list and yet they are moving it out from their recommended portfolios. According to him PGSF moved out from US market to Asia market too early and missed the long rally hence reflected in their lackluster return. Due to this, FSM portfolio is underweight in US market and overweight in Asia market hence they need to rebalance their portfolio by removing PGSF and add RHB-GS US Equity etc.

was reading and thinking about the % of countries allocation of fund.
example, agef has 12% in US
if a portfolio of 30 k consisted let say 6 funds of 5k each
(agef is the only fund in the portfolio that has exposure to US)
agef is 5k with 12% in US ...abt RM 600 in US
overall the portfolio of 30k has 2% in US
is this sufficient in a portfolio?
US is just an example...can apply to others too.

CIMB Global Titans already 15% of their portfolio with 43% into US equity. Not good to increase it further just because you want to heavy in US equity, hence RHB-GS USEF will boost it up to 20%. I'm referring to their Moderately Aggressive portfolio.

Thanks for sharing. Look like PGSF is just another flop. I go for AGEF

dear all,

I have selected a fund and I wish to do a fund transfer into the Maybank account, and I'm required to fill a form and attach my bank-in slip together. In this particular form, may I know what is the "Transfer / Bank-in State" ??? means status?

can anyone enlighten me please. thanks!

But for long term, should be ok, rite? Mine is on autopilot mode also...

I thought autopilot is DCA / RSP?

Asset class forecast for the next 7 years. By GMO LLC, the last 7 years forecast they did was pretty accurate.

Link

Buy : Emerging equity, International small cap, US Value, Cash

Sell : Bond, REIT, US smallcap

My UT portfolio is now at all time high.. a bid scared also... Thinking of moving back some to bond...fix back my ratio.

How is everyone doing..