Mar 4 2014, 12:29 PM
QUOTE(silencerdrake @ Mar 4 2014, 12:16 PM)
Some issues I am concerned with:
1. CIMB-PRINCIPAL GLOBAL TITANS FUND has a pretty high volatility and low sharpe ratio. When in comparison with RHB-OSK Kidsave Trust, both are comparable if not the Kidsave is doing a little better in terms of the 5 years run. What's more is that Kidsave has lower volatility and higher sharpe ratio. Any thought on this?
2. The same goes for CIMB-PRINCIPAL ASIA PACIFIC DYNAMIC INCOME FUND. In comparison with other kind of funds which have a better history in terms of their returns, CIMB Asia seems to be doing just pretty average. Of course, history should just be used as a guidelines, but I can't help but to be concerned about it.
(1. and 2. sort of have the same underlying issue)
think why do you want to diversify to other regions when you can get a funds that has good track records for many past years? single country focused fund...higher risk?
3. Since I believed that I have covered quite a big area, I was told that I prolly need to watch out more on emerging markets. Should I actually do that?
yep....allocate certain % to yr portfolio
4. Just a brief idea on what I should do next. I was thinking about getting steady on these 3 and keep topping up. But I definitely welcome any kind of suggestion on how to proceed from here on.
Investing Regularly & Early Will Make A Big Difference!
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=3661
Hope to hear some advices here. Thanks!
Why Diversify?1. CIMB-PRINCIPAL GLOBAL TITANS FUND has a pretty high volatility and low sharpe ratio. When in comparison with RHB-OSK Kidsave Trust, both are comparable if not the Kidsave is doing a little better in terms of the 5 years run. What's more is that Kidsave has lower volatility and higher sharpe ratio. Any thought on this?
2. The same goes for CIMB-PRINCIPAL ASIA PACIFIC DYNAMIC INCOME FUND. In comparison with other kind of funds which have a better history in terms of their returns, CIMB Asia seems to be doing just pretty average. Of course, history should just be used as a guidelines, but I can't help but to be concerned about it.
(1. and 2. sort of have the same underlying issue)
think why do you want to diversify to other regions when you can get a funds that has good track records for many past years? single country focused fund...higher risk? 3. Since I believed that I have covered quite a big area, I was told that I prolly need to watch out more on emerging markets. Should I actually do that?
yep....allocate certain % to yr portfolio
4. Just a brief idea on what I should do next. I was thinking about getting steady on these 3 and keep topping up. But I definitely welcome any kind of suggestion on how to proceed from here on.
Investing Regularly & Early Will Make A Big Difference!
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=3661
Hope to hear some advices here. Thanks!
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=2274
This post has been edited by yklooi: Mar 4 2014, 12:29 PM
Quote
GOOD track records does NOT means it will continue to be so in future.... 
can go to 
then MOST local focused funds would have ....... 
it is moving and still ALIVES......i thought it was a goner liao this year.
why? all had been up for the last 2~3 days....
too. 
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