or TS can try checking this out....
Top And Bottom Fixed Income Funds In 2013:
recap the year for the fixed income funds.....Author : iFAST Research Team
http://www.fundsupermart.com.my/main/resea...?articleNo=4218

recommended govt bond fund?...like ASNxxx?
then try this thread
https://forum.lowyat.net/topic/2940861

sorry jgn marah ya sifu, admit am lazy.

ok thks very much for your help, appreciate it

Any Sifu here can help to support the ROI and IRR in Excel format ?
I am keen to learn the investment for UT.

See
Download here >>> Pinky's Portfolio Worksheet with IRR Calculation

at Post #1

*hibernating in UT world*

@Pink Spider
Thanks so much.

Any way to the ROI in excel format?
Sorry, I am in learning stage to understand more about UT.

ROI don't need any fancy formula...

Just put your transactions like this e.g.

A | B | C | D
Amount | Transaction | Units | Price
1 -100 Buy
2 -200 Buy
3 -100 Buy
4 500 Value 100 RM5.0000

Profit/(loss) would be =sum(A1:A4)
Let's say u park P/L at cell A5

ROI would be
=A5/-sum(A1:A4)
Format that as percentage

Faham ka

After a long day at work see this also headache. Can understand better by looking at work sheet.

This post has been edited by TakoC: Jan 10 2014, 07:14 PM

yar-lor,...can create another worksheet beside the IRR worksheet and name it the ROI worksheet then "PIN" it in post #1? then can have both IRR and ROI calculator in 1 file.
(better if can have instruction on how to use in another worksheet....)
Can format in such a way that one just needs to key in on 1 worksheet and then it auto copy the details into another worksheet?
geee hope that is just not too much to ask>>>
Free Breakfast, lunch and high tea on 11 and 18 Jan 2014......not on me,....but on FSM.....

^
This is one very kedekut retiree

I downloaded Pink Spiders' 1st post format to test do the IRR calculation on my portfolio. Just testing it out, i replace his UT name with my Am Asia Pac equity income, i put my Ut info, date, amount, fees, price etc all in, the latest date and UT price .

then i click on the IRR box, it did not calculate my IRR. Anybody can help?

i tried to upload that file but unable, it says i am not allowed to attached that file extension.

U cannot upload Excel file.

Winzip it.

World's biggest money manager cuts funds to M'sia because other regional markets lucrative.....Published: Friday January 10,
PETALING JAYA: BlackRock Inc, the world’s largest asset manager based in New York, is reducing shares in Malaysian companies because it is betting that stocks in other regional markets will rise at a faster pace this year.
http://www.thestar.com.my/Business/Busines...will-rise-at-a/

weh-weh-weh...I am still waiting for chance to relocate.....wait for me lah.

Look like need to consider CIMB Principle Greater China... Got China, HK and Taiwan

which fund got high exposure to S.Korea?

How come in FSM website.. most of the equities fund sales charge is 0.5%? Already started can buy with 0.5%? Though need to wait till the investment fair just can get 0.5%.

No need to attend as I have spoken to a CIS.

As long as you place an order by today, you'll get the promotional SC on eligible funds.

Meaning can get 0.5% if place order from NOW till 18th?

Only today and I believe on 18th as well.

oh.. is it? Why today as today is a Saturday?

Wong sifu... u still topping up this fund regularly?