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 Fundsupermart.com v3, Manage your own unit trust portfolio

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jerrymax
post May 28 2013, 04:59 PM

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Ohh.. today dropped even further =P

All red red.
jerrymax
post May 29 2013, 09:21 AM

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You guys invest in PRS due to tax exemption benefit?

People without any tax deduction in Malaysia invest in UTs should be ok hor?
jerrymax
post May 29 2013, 12:31 PM

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QUOTE(alexkos @ May 29 2013, 12:01 PM)
my UOB OSK EM bond fund rugi, rugi RM7....noooooo
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RM7 saja.. lol whistling.gif
jerrymax
post May 29 2013, 02:21 PM

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QUOTE(Pink Spider @ May 29 2013, 02:16 PM)
http://www.fundsupermart.com/main/fundinfo...olnumber=ABCHOP

Even though cheaper/no SC, but Singapore they have this:

Platform Fee (as % of AUM):
0.125% per quarter (Cash/SRS investment only)


That's 0.5% ADDITIONAL fees per annum. 4 years of PF = 2%, your "savings" in SC will go there. whistling.gif
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lol.. thats why I don't open FSM SG. see platform fee sian already. I use other alternative =P
jerrymax
post May 29 2013, 02:54 PM

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QUOTE(yck1987 @ May 29 2013, 02:26 PM)
still have better platform? mind to share with me ?
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Dollardex. I still prefer they way how FSM present their analysis and facts.
jerrymax
post May 29 2013, 06:10 PM

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Me end of the month.. gaji out on 31st vmad.gif
jerrymax
post May 30 2013, 09:24 AM

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QUOTE(Kaka23 @ May 30 2013, 08:52 AM)
Yea, this morning Japan and Aus open in red.
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lol.. later 10am sure red red for japan update. today open red yawn.gif
jerrymax
post May 30 2013, 12:52 PM

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QUOTE(yck1987 @ May 30 2013, 12:34 PM)
I believe u got the wrong illustration

http://www.fundsupermart.com/main/research...?articleNo=8279

Equity funds (including Balanced funds) 0.5% sales charge, subject to a minimum of $10 per transaction[COLOR=blue]
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Means all transaction be it top up 100sgd also chargeable $10 lor.
jerrymax
post May 30 2013, 03:50 PM

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QUOTE(nothingz @ May 30 2013, 02:36 PM)
Hi,

The recent announcement of lowering sales charges is truely a joke. With 0.5% sales charge for equity and balanced funds, capped at minimum of $10, it would mean if i top up $200 on existing funds, my sales charge will be 5%. It means those small investors can go away, FSM only wants to deal with those rich ones.

I know your reply will quote 0% SC on RSP but why do you want to limit your investors to RSP every month at 8th while they can decide on their lucky day to invest with SC 1% is still acceptable.

A small investor like me does not agree on the new pricing structure which will ultimately eat me up through the sales charge no different than Public Mutual.

Dont reply me quoting RSP kind of BS which i already know, saving on paperwork and drive away small investor are your ultimate goals.

Thank you for upsetting your customer.

Xxxxx
My email to them
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Why don't you transfer your holdings to other place? I am using dollardex, but the min subsequent investment is mostly 500SGD T.T
Provided you do RSP then it is 100SGD.

P.S Weird thing is that VAP they charge additional fee vmad.gif
jerrymax
post May 30 2013, 04:27 PM

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waseh.. 4.30 liao asia pacific indices all ang ang
jerrymax
post May 31 2013, 11:02 AM

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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

This post has been edited by jerrymax: May 31 2013, 11:04 AM
jerrymax
post May 31 2013, 11:25 AM

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ok lo.. retract my statement unsure.gif
jerrymax
post May 31 2013, 12:11 PM

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Sent them E-mail, got auto-response.

Hi,

I will be away from 30th May to 3rd June and only be back on 4th June (Tuesday).

For any urgent matters, please contact my colleague Mei Chui @ productsupport.my@ifastfinancial.com.

Thank you.

Demi

See what is their suggestion. Eugene Lye did send email personally, but I didn't really know who he was that time.
jerrymax
post Jun 3 2013, 05:08 PM

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Haha.. my equities dropped badly since end of last month. Bond drop, equities drop. Only cash management up LOL
jerrymax
post Jun 3 2013, 05:41 PM

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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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Response from CIS Eugene.


Thank you for your email.

Based on the your current portfolio, you have exposures in different regions including Global, Asia ex Japan and Malaysia.

Your idea to include Eastspring Investment Global Emerging Markets Fund is fine as you have yet to have any exposure to this regions. It will compliment your diversification purpose.

Generally, there are not many funds in this region and the selected fund is our recommended fund. This market is volatile and you may need to have longer investment horizon to stomach the short term volatility.

Lastly, your asset allocation in equity is high and the portfolio is considered moderately aggressive.

Please do not hesitate to contact us if you need any assistance.
Thank you and have a pleasant day.
Regards,

Eugene Lye
jerrymax
post Jun 4 2013, 09:15 AM

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Anyone still topping up AmAsia Pacific Reits? haha
jerrymax
post Jun 4 2013, 09:22 AM

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QUOTE(Pink Spider @ Jun 4 2013, 09:18 AM)
Just as gold is undergoing a "dead cat bounce", AmAsia Pac REITs has been going up 20%++ in 1 year, and now it drops (a bit). U wanna bet that it will continue its crazy 20%+ gain a year?

"Gentlemen, please place your bets..." wub.gif
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Not hoping that it will bounce back to 20%.. just to lower the average cost per unit, plan to hold for a long time. Unless REITs plunges down to bottom sea level blink.gif
jerrymax
post Jun 4 2013, 11:01 AM

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QUOTE(ben3003 @ Jun 4 2013, 10:52 AM)
I also plan autopilot but will keep topping up.. just dunno wat to top up, maybe CMF lolz..
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rclxms.gif
jerrymax
post Jun 5 2013, 09:33 AM

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lol.. those invested in AmAsia Pacific REITs still okay since the fund is diversified into several countries.

Imagine the REIT fund I am holding focus on 1 country.. icon_question.gif unsure.gif sweat.gif doh.gif
jerrymax
post Jun 5 2013, 10:35 AM

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Your sigs should put please read Post#1 before asking. Haha..

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