Nightzstar,

If you are believer of modern portfolio theory and uses it for investment, then you would realised that bond or fixed market portion of your protfolio is to decrease the beta (volatility aka risk for lay-man). Hence, your bond selection criteria should be which one gives me the highest ROI and smallest standard-deviation. It is not which one invest in China or India or what's not. You are asking the wrong question.

BTW, when I construct portfolio my portfolio, the two bond funds you mentioned is not in my selection criteria.

I let the equity fund generate my alpha (aka ROI for lay-person). To me, the bond fund is to help me stabalize my overall portfolio volatility, not to generate the ROI.

Xuzen

"Leading" companies and companies which have POTENTIAL to be future "leaders" in their respective industries.

Yeah this fund have been underperforming.

I'd choose Aberdeen over this.

Long term it underperformed, but past 1 yr returns strong. U judge yourself lo

Aberdeen World is a Shariah-compliant fund (Perkasa! Come arrest me ), no tobacco, no entertainment, no breweries etc
Region-wise...quite diversified but still overweight developed markets but not as much as GL and GEY.

My personal fav is RHB-OSK GEY

Not only cash out on equities.. even ATMs, go to 3 Maybank ATMs yesterday, all cannot take out money!!!!!

Wonder should I top up today??

I thought of increasing my exposure on Asia Ex Japan Region, but after calculating I found out I already have over 75% of on it (Mainly from Malaysia 30%)

And my exposure for Greater China is around 20%, Europe and USA 6%

Should I increase more on developed market instead??

Fundsupermart also provide suggestion on buying fund on financial sector (RHB-OSK Asia Financial Fund and Global Capital Fund) which I thinking should I buy those instead? Anyone brought those??

Expert here need ur advise ^^

Guys, spotted a blooper...look at main page of FSM Malaysia...CMF is now yielding...0.0%!

just like most views,.....there will always have opposing views.

where do you see China will be in the next 5 yrs? With their govt having so much cash, do you think they will let their economy falls uncontrolled ? their govt already set the floor for GDP growth allowable last year. currently which big economies can set a GDP growth of abt 7%?
they have been down for a few years, how much more downside do their market have?

Ut investment is about portfolio diversification to ones risk profile, buy hold for a few years, review periodically, preferably do regular DCA.

Note: i you want, try go into Greater China instead of China funds...they are not so narrowly focused...abit more diversified

at the inflation rate of 3%, you will expect equity fund return at 8% pa. What if the inflation rate of 5%? Will you ask for more to compensate the risk you are taking on equity funds?

I meant the local funds with high gain % did not reflect the weak RM which has depreciated against major currencies.

overall we can only see the % which is very attractive

Mine...

12-month to-date performance: 4.3%
IRR since 2008: 5.5%

Whereas my local stocks portfolio...