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Fundsupermart.com v6, Manage your own unit trust portfolio
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wodenus
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Jun 20 2014, 05:28 PM
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QUOTE(RO Player @ Jun 20 2014, 03:01 PM) yea, nothing...so buy at 0%SC and exit with no fees...but then how these ppl/fund houses earn or very low...based on mgt fees? or ... As you aware..banks selling UTs..internal or ext, require 1 to 3% SC... Yea management fees of course
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wodenus
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Jun 20 2014, 06:07 PM
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QUOTE(RO Player @ Jun 20 2014, 05:44 PM) these mgt fees, will be deducted daily, then revised NAV in which deducted their mgt fees. No wonder some fund house cum distributor can resort to 0%SC and no exit fees also.. Yea that's how it's done
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SUSDavid83
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Jun 20 2014, 10:30 PM
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ABERDEEN ISLAMIC WORLD EQUITY FUND - CLASS A hits all time high. NAV on 1.2646 as of June 18, 2014
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cappuccino vs latte
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Jun 21 2014, 01:27 AM
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QUOTE(David83 @ Jun 20 2014, 10:30 PM) ABERDEEN ISLAMIC WORLD EQUITY FUND - CLASS A hits all time high. NAV on 1.2646 as of June 18, 2014 Is it dangerous to buy when a fund hit the all time high?
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kkk8787
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Jun 21 2014, 08:42 AM
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1 year after joining.. do u think this is acceptable return? Attached thumbnail(s)
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SUSyklooi
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Jun 21 2014, 09:47 AM
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QUOTE(cappuccino vs latte @ Jun 21 2014, 01:27 AM) Is it dangerous to buy when a fund hit the all time high? if your friends advise you to sell off your fund only because of its high unit price, remember that the performance of a fund depends on how its underlying stocks or bonds perform, instead of its unit price. With sound fundamentals (such as attractive estimated PE ratios and strong earnings growth) and strong positive economic outlook, it still makes good sense to invest in a fund even though its unit price is high. Don’t Judge A Fund By Its Price! http://www.fundsupermart.com.hk/hk/main/re...?articleNo=2690  it is "Better" to examine the valuation & fundamentals of the region/sectors/countries of the fund in mention....look at key valuation metrics like PE and PB ratios, expected earnings growth, as well as excess earnings yield to determine how attractive a particular market is. an example of where to get these is analysis.... https://secure.fundsupermart.com/main/resea...tarRatings.svdoThis post has been edited by yklooi: Jun 21 2014, 11:54 AM
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SUSyklooi
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Jun 21 2014, 09:57 AM
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QUOTE(kkk8787 @ Jun 21 2014, 08:42 AM) 1 year after joining.. do u think this is acceptable return?  best if it is considered in total......what is your portfolio returns? how is the individual funds in the portfolio performed against it's peers of the same region/mandate/asset/sector type over a period of time ...example 3 yrs?  don’t get too carried away by just investing in your favourite markets, even though the recent performance of some markets has been very strong.
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twhong_91
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Jun 21 2014, 10:06 AM
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QUOTE(yklooi @ Jun 21 2014, 09:47 AM) if your friends advise you to sell off your fund only because of its high unit price, remember that the performance of a fund depends on how its underlying stocks or bonds perform, instead of its unit price. With sound fundamentals (such as attractive estimated PE ratios and strong earnings growth) and strong positive economic outlook, it still makes good sense to invest in a fund even though its unit price is high. Don’t Judge A Fund By Its Price! http://www.fundsupermart.com.hk/hk/main/re...?articleNo=2690a very nice article to read.
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wongmunkeong
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Jun 21 2014, 12:00 PM
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Barista FIRE
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QUOTE(kkk8787 @ Jun 21 2014, 08:42 AM) 1 year after joining.. do u think this is acceptable return? bro - U didnt even share when U bought into each or DCA or what, how lar just looking @ the screenshot to make judgement? akin to asking mechanic about car condition WITHOUT bringing the actual car (details), but bringing a photo of the car.
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SUSPink Spider
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Jun 21 2014, 12:43 PM
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QUOTE(wongmunkeong @ Jun 21 2014, 12:00 PM) bro - U didnt even share when U bought into each or DCA or what, how lar just looking @ the screenshot to make judgement? akin to asking mechanic about car condition WITHOUT bringing the actual car (details), but bringing a photo of the car.  +100
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xuzen
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Jun 21 2014, 01:13 PM
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QUOTE(kkk8787 @ Jun 21 2014, 08:42 AM) 1 year after joining.. do u think this is acceptable return? Your portfolio looks like a buffet table... so much variety and so much overlap of funds. Xuzen
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@secret@
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Jun 21 2014, 06:54 PM
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With UOB will officially exit the management of RHB-OSK KidSave Trust from 1 July onwards, hopefully the fund will start to roar.
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Kaka23
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Jun 21 2014, 07:19 PM
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QUOTE(David83 @ Jun 20 2014, 11:30 PM) ABERDEEN ISLAMIC WORLD EQUITY FUND - CLASS A hits all time high. NAV on 1.2646 as of June 18, 2014 yeah.. my ROI is 9% since Jan 2014, IRR21%. Not bad for me...
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SUSPink Spider
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Jun 21 2014, 07:36 PM
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QUOTE(@secret@ @ Jun 21 2014, 06:54 PM) With UOB will officially exit the management of RHB-OSK KidSave Trust from 1 July onwards, hopefully the fund will start to roar. If I were u, I'd be worried. I actually felt that entry of RHB messed up some former OSK-UOB funds
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SUSPink Spider
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Jun 21 2014, 07:40 PM
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QUOTE(Kaka23 @ Jun 21 2014, 07:19 PM) yeah.. my ROI is 9% since Jan 2014, IRR21%. Not bad for me... Just 1 month after my initial investment, recovered SC + some small profit
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SUSDavid83
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Jun 21 2014, 07:52 PM
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My ROI is 23% and IRR is 16%
It becomes the best performing fund in my portfolio.
This post has been edited by David83: Jun 21 2014, 07:53 PM
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@secret@
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Jun 21 2014, 10:04 PM
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QUOTE(Pink Spider @ Jun 21 2014, 07:36 PM) If I were u, I'd be worried. I actually felt that entry of RHB messed up some former OSK-UOB funds  true, noticed that... probably just because of this transition? hey pink, mind to share how much you start with (a figure? a range of amount) in your first UT investment?
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SUSPink Spider
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Jun 22 2014, 12:36 AM
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QUOTE(@secret@ @ Jun 21 2014, 10:04 PM) true, noticed that... probably just because of this transition? hey pink, mind to share how much you start with (a figure? a range of amount) in your first UT investment? 1k  then every month dca/rsp 100 I started with Hwang Select Income
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kkk8787
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Jun 22 2014, 12:55 AM
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Sorry guys...well 1 year later the return is 4.05% currently..my target is as long as better tjan fd maybe hovering at 6-8 % ok d...ya looks like a buffet table xuzen coz last time when started not good at it bought bad funds especially my ambond and my rhb-osk asia pacific..want to ditch these 2 but cannot d now... I'm doing monthly dca currently on all funds. Thanks for the feedback but I treat this as a forced savings lo... I'm in a working in a line totally not related to finance only know this way of investment
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