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 Fundsupermart.com v5, Manage your own unit trust portfolio

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SUSPink Spider
post Nov 16 2013, 04:38 PM

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QUOTE(jutamind @ Nov 16 2013, 03:13 PM)
Fund Name | XIRR % | Portfolio %

As of 13 Nov:

AmDynamic Bond | 4.76 | 69.97
Hong Leong Global Bond Fund | 5.55 | 2.18
Hwang Select Dividend Fund | 8.07 | 12.36
OSK-UOB Emerging Opportunity Fund | 16.45 | 6.05
Eastspring Global Emerging Market Fund | 22.58 | 3.36
Hwang Asia Quantum Fund | 20.02 | 6.08
As of 13 June:

AmDynamic Bond | 7.81 | 66.12
Hong Leong Global Bond Fund | 6.73 | 2.05
Hwang Select Dividend Fund | 11.68 | 9.43
Public Focus Select Fund | 26.13 | 11.74
AmGlobal Emerging Market Fund | -7.54 | 2.96
OSK-UOB Emerging Opportunities | 92.6 | 3.92
Hwang Asia Quantum Fund | 73.42 | 3.79
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Nice...no red in your portfolio thumbup.gif
SUSPink Spider
post Nov 16 2013, 04:57 PM

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QUOTE(jutamind @ Nov 16 2013, 04:52 PM)
am looking at adding a Malaysia growth fund and another global fund. cant seem to find a good long term malaysian growth fund performer. for global fund, am looking at aberdeen.

also, might scrap global bond fund soon....have been sort of in dormant state for months....

any comments?
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Looking at my bond funds (AmDynamic Bond, OSK-UOB Emerging Markets Bond), I also doh.gif

But still keeping them as part of my portfolio strategy.

Malaysian GROWTH fund? What do u mean by that? U mean u want a fund that focuses on growth stocks?

Malaysian funds...u can look at the usual suspects, Kenanga Growth, Hwang Select Opportunity, Eastspring Investments Equity Income...u can't go wrong with this 3.
SUSPink Spider
post Nov 16 2013, 05:08 PM

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QUOTE(jutamind @ Nov 16 2013, 05:02 PM)
yes, am looking at msian fund which focus on growth funds.

hwang select opportunity is too similar to ponzi fund in terms of stock holdings, at least from the half yearly/annual reports.

i alredi have kenanga growth for my kids portfolio...dont feel like mixing it up

easpring equity income is considered growth fund meh? i thot it's like dividend fund? i had a look at stock holdings of equity income, and the good news is not too many overlap of stock holdings with hwang select dividend
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Do consider OSK-UOB Equity Trust too, but beware it can hold up to 50% in Asia ex-Japan stocks. It does have some growth stocks, u see its latest fact sheet, u see stocks like Can One, Kian Joo Can, Power Root...

EI Equity Income is dividend focused, yes, but it's a good fund IMHO.

This post has been edited by Pink Spider: Nov 16 2013, 05:08 PM
SUSPink Spider
post Nov 17 2013, 05:36 PM

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QUOTE(Macrusin @ Nov 16 2013, 11:05 PM)
I'm also faint with OSK UOB Emerging Market Bond, I'm thinking to cut loss.

Replace another bond fund.

What do you think, pink?

Any upside potential bond to recommend?
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If you're already in, I'd suggest to stay invested. EM bond yields are reasonable for now IMHO. Past losses is past, don't think about it/let it affect your portfolio strategy.

QUOTE(Macrusin @ Nov 17 2013, 09:46 AM)
For bond fund, I don't expect high ROI.
I think 7-10% that's very good return d.
I'm thinking to dump bond, fully concentrate on equity.  flex.gif
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Unrealistic expectation. I only expect 4-6% from my bond funds. 7-10% from bond funds is a thing of the past.
SUSPink Spider
post Nov 19 2013, 09:45 AM

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QUOTE(repusez @ Nov 19 2013, 12:19 AM)
hi, would like to know which fund did you guys invest with your EPF withdrawal ? which is the fund that's still worth to invest for EPF fund?
what are the FSM fund that offer overseas exposure apart from OSK Kid Save Trust, OSK-UOB Emerging Opportunity Unit Trust  , Hwang Select Opportunity, AMB dividend trust ?
anyone did fund switching for EPF fund with FSM before ?
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EPF-compliant funds with foreign exposure very limited.

Basically all the good ones u hv mentioned.

Hwang Select Balanced also got a bit foreign exposure now.
SUSPink Spider
post Nov 19 2013, 09:54 AM

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QUOTE(echoesian @ Nov 19 2013, 12:16 AM)
Need your guys opinion, I'm planning to invest in a Bond fund, this is my first time investing in a bond fund. I have short listed the fund: RHB Islamic Bond or AmDynamic Bond. It is a long term investment probably 5 years.
Any comments?
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Not advisable to start investing in bond fund now...interest rates (esp Malaysia) only has one way - UP.

Park in Cash Management Fund and/or short-dated bond funds like AmIncome Plus to protect your capital for now.

Just my 2 sen icon_rolleyes.gif

This post has been edited by Pink Spider: Nov 19 2013, 09:54 AM
SUSPink Spider
post Nov 19 2013, 01:32 PM

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QUOTE(xuzen @ Nov 19 2013, 12:26 PM)
He he he.. buy direct kena sales charge. Buy through PRS, tak kena sales charge.

Pandai betui ogang nih!

Xuzen
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But got tax penalty if exit pre-55 whistling.gif

QUOTE(xuzen @ Nov 19 2013, 12:01 PM)
How come all the fund which you recommend, I also got holding wan? We both got telephatic power ar?

Xuzen
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Great minds think alike? tongue.gif
SUSPink Spider
post Nov 19 2013, 01:33 PM

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QUOTE(yklooi @ Nov 19 2013, 01:05 PM)
just lazy to ask CIS.
anyone know which fund is HEAVY on Korea?
PGSF has about 6%...any funds got more?
.....looking at the charts...it seems interesting to pay more attention to Korea?

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=7395
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Eastspring Investments Global Emerging Markets
SUSPink Spider
post Nov 19 2013, 01:37 PM

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QUOTE(David83 @ Nov 19 2013, 12:45 PM)
But I'm not proud of it compared to others here. It's my worst performer after OSK-UOB EMB.
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Timing problem, it's still the best performer (XIRR-wise) in my portfolio.
SUSPink Spider
post Nov 19 2013, 02:39 PM

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QUOTE(pinksapphire @ Nov 19 2013, 02:38 PM)
Thankie thankie.
Umm, how do we know if it's a short-dated fund?
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Read the prospectus to know what is the fund's mandate.

AmIncome Plus invests in bonds that mature in <3 years if I don't remember wrongly. Interest rate movements won't hit it much.
SUSPink Spider
post Nov 19 2013, 05:55 PM

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QUOTE(ben3003 @ Nov 19 2013, 04:59 PM)
ponzi had been subpar lately, yesterday asia market so power, but the NAV dropped.. so as HSAO ><
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HwangIM has been focusing on ASEAN+HK...
SUSPink Spider
post Nov 19 2013, 10:50 PM

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AmDynamic Bond is getting more and more... doh.gif

QUOTE(guy3288 @ Nov 19 2013, 10:32 PM)
i just started and bought the FSM recomended fund:

1)AmAsia Pac Equity income at RM1.1028 and again at RM1.1057
2)Hwang Select Asia Ex Jap Quantum at RM1.2539
3)Today i bought Eastspring Investment Dinasti Equity at ?RM

Hopefully it will make some money for me in few months time.
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Don't be disappointed if the funds disappoint u.

U should not buy UTs with a mind to profit in a few months' time. Think years, not months.

This post has been edited by Pink Spider: Nov 19 2013, 11:13 PM
SUSPink Spider
post Nov 20 2013, 11:52 AM

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QUOTE(gark @ Nov 20 2013, 11:50 AM)
Wanna ask for Hwang UT holders... did you all get notice of takeover by Affin in 2014?  hmm.gif
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Belum wor...
SUSPink Spider
post Nov 20 2013, 11:56 AM

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QUOTE(gark @ Nov 20 2013, 11:54 AM)
Some get and some not get... hmm.gif
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Ppl who invest thru FSM is nominee structure, wait FSM to despatch/send to us

Ppl who invest direct to HwangIM should get it faster...wongmunkeong u invest direct?

QUOTE(gark @ Nov 20 2013, 11:53 AM)
Any changes to UT name, strategy, manager, management etc?  hmm.gif Will it continue to perform the same?
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If they change, they dumb shakehead.gif
SUSPink Spider
post Nov 20 2013, 01:43 PM

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QUOTE(gark @ Nov 20 2013, 12:51 PM)
You never know.. what if fund manager dont like to work at affin or affin have thier own star manager... usually in merger, end up a lot of positions cut...or people leave because unhappy.
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Yes, just like many EON Bank ppl left when it took over by HLB.

But Affin fund management as far as I know is not that great.

HwangIM got its stars.

It'd be stupid for Affin to alienate HwangIM's fund managers.
SUSPink Spider
post Nov 20 2013, 11:06 PM

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QUOTE(TakoC @ Nov 20 2013, 11:04 PM)
Haha! I'm actually thinking of doing a switch from HSAO to PGSF, which has no exposure in Indonesia and Philipines.
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+100 laugh.gif
SUSPink Spider
post Nov 20 2013, 11:31 PM

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QUOTE(TakoC @ Nov 20 2013, 11:24 PM)
No use also. The most important regional exposure is not included in the fact sheet. Maybe can suggest them to include them in through FSM? smile.gif
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I already suggested to FSM, but PM still won't care grumble.gif
SUSPink Spider
post Nov 21 2013, 01:04 AM

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QUOTE(TakoC @ Nov 20 2013, 11:35 PM)
Gold member not power enough? Need call platinum member like uncle gark etc smile.gif
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I silver only nia doh.gif
SUSPink Spider
post Nov 21 2013, 06:02 PM

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QUOTE(gark @ Nov 21 2013, 09:57 AM)
I invest direct into indonesia stocks...  whistling.gif
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Ada huat?

KLSE hard to pick good big/mid name stocks with decent yields oredy doh.gif
SUSPink Spider
post Nov 21 2013, 07:46 PM

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QUOTE(TakoC @ Nov 21 2013, 06:55 PM)
Still, anyone care to explain how come both funds invest most in China/HK large cap, but HSAO is sliding but PGSF is not?
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Don't forget, HSAO got significant exposure to the recently weak Thai and Indon markets...

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