*cough* PGSF *cough*

J.P.Morgan Asset Management: The Year Ahead - 2014
Explain market events through compelling charts and graphs with the Guide to the Markets - Asia
http://www.fundsupermart.com.hk/hk/main/re...?articleNo=7422

Also...Eastspring Investments Global Emerging Markets...u dunno how long I've been sitting in the red with this one...then suddenly shoot up, annualised returns of 8% p.a.

Later you know it drop back again. EI GEM roller coaster

jfi, the CIS recommended me to shift to this about 10% of the $$ when the opportunity comes
no?

GEM fund is China and Korea heavy...just follow Shanghai and KOSPI indices for guide on when to go in

This post has been edited by Pink Spider: Nov 25 2013, 05:47 PM

Oi...that's 35% of my equity allocation, 21% of my overall portfolio neh

Ya ya, I keep hearing you guys mentioning this too.

35% allocation, that's considered quite high. So confident

No risk, no gain.

35% on Emerging Markets
30% + 15% on 2 different global funds (yes, PGSF is one of them, the big one is OSK-UOB Global Equity Yield)

Similar with mine,
25% of total equity on EIGEM
15% + 12% with PGSF and AGEF
back up with Aberdeen Global Opportunities

Can sleep means no problem lar

currently now have 8% in China,
if i "hope" to go in with GEM when Shanghai drop then my current china also drop...no-no.
intent to go in when / if my Balanced fund break even or + 2%...now is - 1.3%...hopefully this will happens "before" the QE taper talk starts again.
in May when the QE talks is hot...Balanced/bond funds kena teruk...now seems like all is forgotten....
hopefully when the QE starts, US won't burst! (seems possible for some pull back in indexes...broke many records already)

I just realized what is PGSF.

It made up around 10% of my portfolio. I nearly 'threw' the fund away when it performed very weak few months ago.

This post has been edited by Kinggnik87: Nov 25 2013, 09:55 PM

Same goes to a few of us here.

Later David see this, he will lecture you

Don't worry. I won't be keep on reminding that. Glad that you guys have decent return out of it.

I hope HQAF will be making a turning point too!

I need Hwang Select Asia Opportunity to move first...Quantum STILL doing ok (for me)

Just sell off Select Asia Opportunity. Not much different between HSAO and PGSF. Can switch out and top up HSAQ and PGSF

I remember it is around -6% for you right? Have you been topping up?

so fast no confident with HSAO.. i hope it u turn also ><

If switch to Quantum, it'd be bloated and become too big % of my portfolio

Not really lar...Asia ex-Japan (esp HK and SG) large caps Quantum doesn't/can't buy...only HSAO can buy. Keep lar for now