Mega sales coming ...

Because global equity has been plummeted because of the recent technology sell off at US stock exchange and other macro economy factors such as Russia-Ukraine issues and China slowdown concern.

I read that US equity has erased this year gain.

I believe Aberdeen World Equity Fund won't affect much because their strategy doesn't follow mainstream or benchmark.



This post has been edited by David83: Apr 13 2014, 07:25 PM

Sorry, I didn't track PM PGSF.

Last week just topped up CIMB Global Titans. Should I top up again today?

I still got the 0.5% token.

Yen gains and last Friday US closed in red.

I'm still considering between:

1. Topping up CIMB Global Titan OR
2. Buy RHB-OSK GEYF

0.4% is the annual management fee? If yes, then it has been deducted from NAV on daily basis.

I think the yield fluctuates on daily basis. The goal should be 3% p.a

0.045% p.a is insignificant. I believe this rate is somehow tied to the money market rate.

How much you left in AmDynamite Bond?

Because it wanted to create different asset classes in different foreign currency denomination and that resolution failed to obtain enough quorum for implementation.

Usually East Asia and North Asia do not include Japan.

Even Asia benchmark is usually excluding Japan; hence Asia Ex Japan.

Japan is considered part of developed market - G7

May they squeeze it from the PRS providers.

Relatively conservative fixed income fund could give a return merely similar or slightly higher than FD; in the range of 3.5 to 4.5%

Moderately aggressive fixed income fund could give a better higher return at the range of 5 to 6%; they will with short to medium term papers with lower credit rating (below triple As).

Balanced fixed income fund will invest a portion of it into equity market; usually up to 30 to 50% of total NAV

Aggressive fixed income fund could give a much higher return up to 8%. They will mix with several instruments in order to meet such high return.

Disclaimer: Above comments are generalization and not specifically refer to any fund in particular

It's well-known and prestigious fund house in the world.

The simplest way is to use ROI.

ROI = [Current valuation (Current NAV * Units on hand) - Capital Invested (Average Unit Cost * Units on hand] / Capital Invested

At the beginning, ROI is usually negative because of upfront sales charge imposed.

There's no guideline for portfolio analysis. It's totally up to you. Don't too frequent such as daily or weekly will exhaust you. You can opt for calendar quarter or monthly.

Anything fall beyond ROI (at the service charge threshold) indicates that the fund NAV is dropping due to some reason.

That one was playing with fire.

Promotional SC at 1%. Let's make it happens.

This post has been edited by David83: Apr 29 2014, 09:04 PM

This fund is quite volatile especially when Nikkei or Topix is bleeding while US and Europe is closing flat.