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 Fundsupermart.com v6, Manage your own unit trust portfolio

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SUSPink Spider
post Apr 7 2014, 10:21 PM, updated 10y ago

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Fundsupermart.com (FSM) Malaysia is the online unit trust distribution arm of iFAST Capital Sdn Bhd ("iFAST Capital"). iFAST Capital is a subsidiary of iFAST-OSK Sdn Bhd. iFAST-OSK Sdn Bhd is an investment holding company and is a joint venture between Malaysia's OSK Investment Bank Berhad and iFAST Corporation Pte Ltd ("iFAST Corp").

iFAST Capital is a holder of a Capital Markets Services Licence (CMSL) and is licensed by the Securities Commission to conduct the following regulated activities:

- To deal in unit trusts
- To offer investment advisory services

iFAST Capital is also registered with the Federation of Investment Managers Malaysia (FiMM) as an Institutional Unit Trust Adviser (IUTA).



user posted image

1. Wide range of information
2. Extensive product range and value-added services
3. One of the cheapest Sales Charges in town! thumbup.gif


To keep discussions at this thread fruitful and constructive, it would be greatly appreciated that fellow investors try to look for answer to their queries at Frequently Asked Questions before posting here. icon_rolleyes.gif

What is unit trust?
Federation of Investment Managers Malaysia - ABC of Unit Trusts

Other FAQs on Fundsupermart.com and unit trust investing in general

1. NAV pricing and processing time
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2. The NAV price of the fund that I'm interested in is quite high now, should I stay away? Investment gurus always say "buy low, sell high"...
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3. Common misconceptions about unit trust dividends/distributions:

(i) After dividend distribution, NAV price will go down, the fund will become cheaper.
(ii) A fund that declares dividends is better than a fund that does not, dividends are my profit, they make me richer.

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(iii) Topping up my holdings after dividend distribution pulls down my cost per unit, lower cost = higher profit.
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(iv) Distribution = Income
QUOTE(jerrymax @ Mar 25 2013, 10:51 PM)
Ok so after dividend distribution, you get some additional units and NAV drops. Then after few weeks if fund perform well then NAV increases to the point where it is back to the NAV before distribution. Doesnt it mean you gain some income from distribution?
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QUOTE(jerrymax @ Mar 25 2013, 11:19 PM)
Then what's the point of dividend distribution since units and NAV price has negative correlation?
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4. Annual Management Charge, Trustee Fee and NAV pricing
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5. Return On Investment (ROI) vs Annualised Return, similar to Internal Rate of Return (IRR)
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Link to v1
Link to v2
Link to v3
Link to v4
Link to v5

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

Happy investing! rclxms.gif

Disclaimer -
I am not a UT agent, nor am I employed by FSM. All my comments here are posted in good faith and with the intention to share knowledge. I am not to be held liable for any losses that may be incurred as a result of following any advice/opinion shared here. I believe the same should be applicable for any other LYN members posting here.
smile.gif

This post has been edited by Pink Spider: Apr 7 2014, 10:24 PM
Kaka23
post Apr 7 2014, 10:24 PM

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Haha.. Fast wor. tot this hour you busy with ah Moi
SUSPink Spider
post Apr 7 2014, 10:26 PM

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QUOTE(Kaka23 @ Apr 7 2014, 10:24 PM)
Haha..  Fast wor. tot this hour you busy with ah Moi
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Every night also see amoi meh? tongue.gif
Kaka23
post Apr 7 2014, 10:28 PM

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QUOTE(Pink Spider @ Apr 7 2014, 11:26 PM)
Every night also see amoi meh? tongue.gif
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Haha.. OK OK. Today your rest day. Liver and bro need to rest
wil-i-am
post Apr 7 2014, 10:32 PM

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QUOTE(Pink Spider @ Apr 7 2014, 10:26 PM)
Every night also see amoi meh? tongue.gif
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Wat if amoi every nite want?
SUSPink Spider
post Apr 7 2014, 10:37 PM

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QUOTE(wil-i-am @ Apr 7 2014, 10:32 PM)
Wat if amoi every nite want?
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That day WILL come...soon brows.gif

Ok lar...

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max_cavalera
post Apr 7 2014, 10:39 PM

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US tech market lead biggest selloff....anyone buying facebook, twitter, tesla shares? biggrin.gif

2nd day big bleeding for the US stock market....

This post has been edited by max_cavalera: Apr 8 2014, 12:24 AM
ben3003
post Apr 8 2014, 12:38 AM

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is it time to topup EI GL?
TakoC
post Apr 8 2014, 07:00 AM

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Another version, feel older also...
SUSPink Spider
post Apr 8 2014, 07:52 AM

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QUOTE(max_cavalera @ Apr 7 2014, 10:39 PM)
US tech market lead biggest selloff....anyone buying facebook, twitter, tesla shares? biggrin.gif

2nd day big bleeding for the US stock market....
*
FINALLY...today I'm topping up RHB-OSK GEYF and Pacific GSF biggrin.gif
TakoC
post Apr 8 2014, 08:40 AM

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QUOTE(Pink Spider @ Apr 8 2014, 07:52 AM)
FINALLY...today I'm topping up RHB-OSK GEYF and Pacific GSF biggrin.gif
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Feel like it's still too early. For the past 5 days it's only dropping around 300+ points. Still above 16k mark worrrr.. Can top up meh?
SUSPink Spider
post Apr 8 2014, 09:35 AM

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QUOTE(TakoC @ Apr 8 2014, 08:40 AM)
Feel like it's still too early. For the past 5 days it's only dropping around 300+ points. Still above 16k mark worrrr.. Can top up meh?
*
Nikkei also started bad today...perhaps only RHB-OSK GEYF first? Pacific KIV dulu tongue.gif
TakoC
post Apr 8 2014, 10:14 AM

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QUOTE(Pink Spider @ Apr 8 2014, 09:35 AM)
Nikkei also started bad today...perhaps only RHB-OSK GEYF first? Pacific KIV dulu tongue.gif
*
Tempting me to top up la you.. Haha
SUSPink Spider
post Apr 8 2014, 10:15 AM

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QUOTE(TakoC @ Apr 8 2014, 10:14 AM)
Tempting me to top up la you.. Haha
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But hor...I see my portfolio summary, past 3-months performance one of the best in recent times...perhaps, to wait for lower? hmm.gif
TakoC
post Apr 8 2014, 10:23 AM

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QUOTE(Pink Spider @ Apr 8 2014, 10:15 AM)
But hor...I see my portfolio summary, past 3-months performance one of the best in recent times...perhaps, to wait for lower? hmm.gif
*
YTD my portfolio has increased 2% (must emphasize.. ROI). Market is still high in value, my top up point is actually at 15.5k and 15k for DJIA.

If you have a reference for top up, can share smile.gif

P/S: BI has lots of article published saying there's still plenty of upside for US.

This post has been edited by TakoC: Apr 8 2014, 10:29 AM
itsybitsy
post Apr 8 2014, 11:04 AM

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I also think US market is still high despite the drop in the past few days.

By the way, how do you determine how much to topup? Using a fixed %?
TakoC
post Apr 8 2014, 11:32 AM

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The amount I top up depends on the level of drop. Then I evaluate my equity/bond proportion, geographical exposure proportion and balance accordingly now and then.
Michaelbyz23
post Apr 8 2014, 01:50 PM

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Can't wait for my next gaji to come in so i can topup. and save up some portion to have enough 1k to buy my next ut. any suggestion what to buy next?

already got kenanga and eastspring small cap. smile.gif
SUSyklooi
post Apr 8 2014, 04:48 PM

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1st Quarter 2014 Top And Bottom Equity Funds: Winners And Losers In A Volatile Quarter

http://www.fundsupermart.com.my/main/resea...?articleNo=4509

This post has been edited by yklooi: Apr 8 2014, 04:50 PM
SUSPink Spider
post Apr 8 2014, 04:58 PM

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QUOTE(Michaelbyz23 @ Apr 8 2014, 01:50 PM)
Can't wait for my next gaji to come in so i can topup. and save up some portion to have enough 1k to buy my next ut. any suggestion what to buy next?

already got kenanga and eastspring small cap. smile.gif
*
You've asked this question dunno how many times.

Told ya to get a global fund.

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