just to share info....i was informed by FSM CS that templeton funds will be in FSM platform before or by Q1 next year...not sure how true this is going to be...

This post has been edited by jutamind: Nov 14 2013, 04:22 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

Not 50% lah....XIRR % is distorted if the investment period is short...which is what's happening in June.

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?

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

EI Equity Income no doubt is a good long term fund and is in my shortlist....just concern that it might duplicate with hwang select dividend which i currently hold.

i alredi have 2 hwang funds: select dividend & ponzi....another hwang fund might cause a lot of duplicated share holdings

Did some restructuring of my UT portfolio in late Dec for 2014:

Pre-restructuring:
RHB-OSK Cash Management Fund 2
AmDynamic Bond
HLG Global Bond
Hwang Select Dividend
RHB-OSK Emerging Opportunities UT
Eastspring Global Emerging Market
Hwang Select Asia Quantum

Post-restructuring:
RHB-OSK Cash Management Fund 2
AmDynamic Bond
Kenanga Growth (new investment)
Eastspring Equity Income (new investment)
RHB-OSK Emerging Opportunities UT
Eastspring Global Emerging Market
Hwang Select Asia Quantum (enlarged position, switch all from Hwang Select Dividend)

Waitlist in 2014:
1. global bond fund (hope for Templeton Global Total Return in FSM)
2. global equity fund (still undecided)

All existing funds are in the black so far. Hopefully with my 2014 line up, i have the perfect formation to strike some goals and golds.

This post has been edited by jutamind: Dec 31 2013, 10:29 PM

what's the url for the Share Exchange site?

sorry thot it's a different forum on stocks or something else...

let's say i have Fund A with initial of 1k. 1 year later, the value of Fund A is 1.2k. Then i switch Fund A to RHB-OSK Cash Management Fund 2 (CMF).

In such case, how do i track my profit of 0.2k? Or my profit is not considered anymore since i switch to CMF?

yup, exactly what i thought as well. that's the reason why i cant really trace how much $$ that I've profited/loss for the past 4 years since i began investing in UT especially for those switches I've made over the years.

Kenanga growth seems too be going up up up in these few weeks despite the drop in local stock market

why do u choose Global Leader over other global fund such as Aberdeen World Fund?

the reason i ask so is i'm filtering to this 2 funds as well. but if i look at the mother fund for Global Leader, it's underperforming the benchmark.

What do you mean by old ways of picking funds? Which funds do you have in your portfolio now?

i'm narrowing down my global fund selections to CIMB-Principal Global Titans Fund vs EI Global Leaders MY Fund.

can anyone comment on why i should choose one over the other?

ok noted....good point...

i just realize that switching between EI funds will incur 0.5% switching fee/RM1000, whichever lower. this is suck!

i have a quick glance of the pdf doc...i thot purchase and redeem of units are exempt, ie 0% GST? The only part that will incur GST is management and trustee fees.

did i get the understanding wrong?

can consider cut loss...as some funds might take ages to break even. you will lose out opportunity cost if keep on holding to loser funds.