that is where a study/observation of which fund mgrs managed to make most $ or lose the least $ is a GOOD to have info in the above situation....

Should have invest in SOF instead of PGSF. Got 1% promo somemore. Now waiting for chance to enter in SOF and Global Leader.

Bila ada???

As for myself, I still believe in the need for PGSF in my portfolio, as a "supplementary" global fund to OSK-UOB GEY. I'm thinking to substitute SOF for Eastspring Investments AP Shariah.

This post has been edited by Pink Spider: Jun 8 2013, 06:43 PM

So it means you are also disappointed in EI AP Shariah fund? Same like Myself. Holding it for close to 6 months already but never once saw it out of red. Even though all other funds rally sometimes but it never did.

If u were to study its past performance chart, it managed to hold up well in a market downturn situation, but when the market rallies it lags severely. Guess one of the reason would be its lack of exposure to "haram" stocks esp banking stocks.

I don't think so. Coz all my portfolio is Halal funds, and all rally and drop when due. But this EI fund never rallied when all of my funds rallied, but always drops whenever other funds drop. That's why it's made me think that this fund is really useless. I am thinking for few days just to sell it out, take the loss and move on. Invest the remains in my other high quality funds.

Don't compare with Malaysian equity funds, u have to compare apple to apple. Cos recently Malaysian stocks rallied strongly.

What other equity funds u have?

There was a 1% for all MY fund right? Not applicable to SOF?

PAST PERFORMANCE IS NOT AN INDICATOR OF FUTURE PERFORMANCE!

Ignore that bro. Just saying it to tease you. Haha!

I mentioned earlier that as long as it hits 4%-6% I will sell off PGSF. Now I think I will just sell it as long as it covers back my SC. Not a fund I will hold for long term. Better to buy in Global Leaders.

PGSF lagged only in the past 1 year. If u see longer term track record, PGSF is a better performer than GL, GL look pretty only because of recent strong performance of Dow and S&P 500.

PAST PERFORMANCE IS NOT AN INDICATOR OF FUTURE PERFORMANCE!

I don't think I saw SOF during the 1% promo

What are you guys topping up on at present? I'm not sure what to buy at the moment

Not comparing it with Malaysian equities bro. My portfolio has 2 Global Funds, 3 Asia ex Japan funds including this EI one, and only 1 Malaysian equity. Total of six Halal funds covering all major regions. 5 of the funds rally and drop according to the market situations, but this EI one never rallies when all of others rallying including my 2 other Asia Pacific funds, but when they all drop, this EI fund drops even more. And this monitoring has been consistent since last 5 months or so. So I am baffled how come it's be like this. It truly shows that the fund is not being managed properly. Or there is some other serious problem

Done with the switching.

1. Switching ALL of my EI AP Shariah Equity units to EI Global Emerging Markets
Rationale - Intra switching, no Sales Charge, previously paid Sales Charges won't go to waste

2. Switching 1/3 of my units in Hwang Select Asia (ex Japan) Quantum to Hwang Select Asia (ex Japan) Opportunity
Rationale - To maintain my Asia (ex Japan) funds allocation at 1/3 large caps + 2/3 small-mid caps now that the 1/3 previously allocated to EI AP Shariah Equity is switched out, and also seeing that small-mid caps have had a strong run in the recent past.

After this, my portfolio gonna be VERY HEAVY (18% overall!) on GEM, gonna slowly top up bit by bit on other funds to rebalance, let's hope that GEM esp BRIC equities have bottomed

EI AP Shariah is heavy on telco and IT stocks. My uneducated guess would be due to selldown on telco which is traditionally viewed as a defensive dividend-yielding sector. Recently high-yield stocks are hated by investors in favour of growth stocks.

This post has been edited by Pink Spider: Jun 8 2013, 10:43 PM

Is there any tools that can allow us to grab all the NAV per fund in the platform we desire (FSM / PM) and export them in an excel?

I know past performance not equals future indication, but can use as monitoring tool such as

Asia large cap will be running good next? If yes, maybe I shall buy in some

PM I dunno

FSM, u can do this
Funds Info > Funds Selector

Then u do sorting by performance over a certain time period, from there u can see the winners and losers over that particular time period.

Should be doing better than small-mid caps kua...small-mid caps have been bucking the downtrend lately, as u can see from the Ponzi-like performance of Hwang Quantum

This post has been edited by Pink Spider: Jun 9 2013, 08:58 AM

I came across an interesting thread. Anyone wants to share what is their allocation (in %) or each investment?

Of 100% - divided into FD, savings, UT, stocks, ASM/ASB/Wawasan etc.

This post has been edited by TakoC: Jun 9 2013, 09:00 AM

FD and saving should be under same category because FD is not an investment as it is longer maturity of saving.

UT and ASM/ASB/Wawasan are under same category because they're mutual funds/unit trusts.

This post has been edited by David83: Jun 9 2013, 09:04 AM

Which thread? Link?

Dave, typo error

This post has been edited by Pink Spider: Jun 9 2013, 09:03 AM

Should I invest in MY equity or diversify my Asia (include big cap) to my portfolio? As u know I'm 80/20 exposed. 20% consider 100% is in Asia small cap. (assuming to me PGSF consider Asia now).