I want to sell off my CIMB Australia Equity fund since it's above 0.3000 level.

I have no confidence over AUD and upcoming election. On top of that, the slowing China will affect Australia export.

Monthly Global Market update August 2013

http://www.fundsupermart.com.hk/hk/main/ar..._HK_AUG_FSM.pdf

Dang.... that's a good "publication" - PEs tracking all one glance
Thank U.

some opposite "noise" 8 Aug 2013

Concluding comments
The historical record points to the strong chance of a post election share market bounce. This may also fit in as we
move out of the September quarter, which is often the weakest of the year, into the normally strong December
quarter, as the profits reporting season ends in Australia and as uncertainty is removed post a possible September
decision by the US Federal Reserve to start tapering its monetary stimulus.
Another potential positive from the election is that it is likely to see the end of minority government in Australia as
whoever wins is likely to have a clear majority in the House of Reps. This could help usher in a period of more certain
and rational policy making. However, it’s not guaranteed as whoever wins may still not have control of the Senate.
Dr Shane Oliver
Head of Invest AMP Capital
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=7017

still have + news for those holding M'sia funds??

Wednesday, August 14, 2013
The Fitch Rating Downgrade: Much Ado About Nothing
http://econsmalaysia.blogspot.com/2013/08/...h-ado.html#more

This post has been edited by yklooi: Aug 14 2013, 11:25 PM

When asia ex japan will fly?? Wait long long already
So underperformed.

still underperform kah? mean HAQ will still be flying lo? haha..

oh then jialat lo... all loan increase, higher housing, cars, living cost.. FD increase, means bond will drop lo?

HQAF NAV as of yesterday is 1.3301 (August 13, 2013).

Its highest NAV is 1.3347 on May 29, 2013.

Asia ex Japan valuation is still low if compared fair PE of 14.

Asia ex Japan (MSCI Asia ex Japan): 2013 PE: 11.5 2014 PE: 10.2 2015 PE: 9.3

ermm, i tot PE high mean higher expectation in earning growth?

AmApac Reits want to sell partial or not? Move the money to Asia ex Japan or Aberdeen world fund

I'll sell it off once it reaches 8% of my ROI.

That is a long way to go seeing the current QE issue

My current ROI as per Tuesday NAV is 6.84%

ah.. that is good. Mine is hovering around 0%

how do you calculate your ROI?

example, if invest RM1,000, return of 8% means if the total NAV gives you RM1,080, then does it mean the target achieved?

yes.. that is simple ROI calculation.

I will use IRR to check if my target is achieved or not.

read post #1 pointer #5
post #1 page #1 of this thread

My AmAsia Pac REITs IRR barely 2%

Later if more bad news on QE tapering, I'd top up

Why buy REIT fund when it is so easy to buy REITs directly?

REITs is all about yield, diversifying the yield would not have much protection as they are the same class. One sneeze all drop. You can get similar exposure if you buy MY/SG REIT.

AND don't forget they have 1.5%-2.0% management fee.. essentially your DY will drop from ~5% to ~3%. That's a big fat total of 40% of your dividend...

Is it worth it?

IMHO UT is more suited for capital gain rather than DY as illustrated above. Bond fund however makes sense because usually the minimum purchase of individual bond is min 100k-1mil, so a bond fund helps small investor entering the asset class. No such case for REIT as you can buy $1000 of REIT easily.

This post has been edited by gark: Aug 15 2013, 02:57 PM