one is pure bolehland, another is Asian rojak.... not apple to apple comparisonlar....

Wow you just called Rm3million excluding place of residence (or a salary of 300K p.a) small... you must be really rich

Lee Sook Yee EX JAPAN lar...tengok saja nama dia engkau dah mabuk cinta arr???

KENANGA ASIA PACIFIC TOTAL RETURN FUND:
http://www.fundsupermart.com.my/main/admin...etMYKNGAPTR.pdf

Tengok? E-mail signature pun lupa si Xuzen ni

Pinky

This post has been edited by Pink Spider: Aug 7 2014, 01:38 PM

But FSM put that Kenanga fund under Asia including Japan:

INVESTMENT OBJECTIVE

The Fund aims to provide capital appreciation over the longterm (over 5 years) by investing in equities and equity related securities of companies in the Asia Pacific region.

Asset Class: Equity
Sector: General
Geographical Allocation: Asia including Japan

URL: http://www.fundsupermart.com.my/main/fundi...umber=MYKNGAPTR

must be careful what i write.. learning from sifus here.

Yeah, just realised it.

So, what do u think?

oh... the other Lee Sook Yee fund versus dynamite fund. Sorry ar.... I ingat KGF.

I'll put my bet on Dynamite fund then.

Xuzen

You have a small exposure for Japan if you don't have any Japan heavy fund.

For me, the fund is still young and hard to say anything.

I have enough coverage for Asia including Japan.

By the way, I'm topping up CIMB GTF.

Comparison:

CIMB: ex Japan
Lee: Incl Japan

CIMB: Benchmark 8% p.a.
Lee: Benchmark 10% p.a.

CIMB: Dividend 1st, growth second
Lee: Total return

But currently the fund is all invested in ASEAN+HK, zero Japan exposure yet.

Now, dunno wanna just buy, or sell a bit of my Eastspring Global Emerging Markets, which have performed greatly recently.

This post has been edited by Pink Spider: Aug 7 2014, 02:21 PM

Maybe she's not comfortable with the Japan equity yet as I said before Japan market is very volatile.

Must not say bad thing about Ms Lee, nanti Batman rage!

I don't say anything bad about her and it's a FACT!

Not many fund manager can handle Japanese market well especially local one!

This post has been edited by David83: Aug 7 2014, 02:42 PM

and Jap stocks are not good for buy and hold...due to the low dividend yield

out of curiousity...

why is that particular hwang fund called ponzi?

Once upon a time, it USED TO perform like a Ponzi...i.e. keep on going up and up and up and up.

But now has normalised

HWANG SELECT ASIA (EX JAPAN) "PONZI" QUANTUM FUND

I suppok CIMB Dynamite with 1 year return 10%+ to me so far.

Lee Sook Yee fund lagi bagus wor

The difference I noted:

CIMB got Australia (20%+) and other countries like India
Kenanga one only ASEAN+HK...which makes it quite similar to HwangIM funds' strategy

CIMB Asia Pacific Dynamic Income Fund is the only Asia ex Japan fund I analyzed so far that invests in Kangarooland.

Well, Kangarooland offers income/dividend based stocks I think. I don't expect remarkable return from it and hope it could just maintain its goal of at least 8% p.a as a steady grower fund.

On the other hand, if you're NOT planning to keep Eastspring Global Emerging Markets for long term, just realize the profit and invest in other fund.

This post has been edited by David83: Aug 7 2014, 06:33 PM

FSM Fund Choice: 1 Year Anniversary! August 7, 2014
This August, we delightfully celebrate the 1 year anniversary for our FSM Fund Choice.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=4864