Ho about the 'Msia No.1 fund house' - Public Mutual?

when you guys set the asset allocation %, do you normally include property allocations, for eg 50% property cash value, 30% equities, 20% fixed income/cash?

if yes, do you include your residential property cash value into the asset allocation or just for investment properties only?

Note: property cash value = estimated property market price - housing loan amount

Both funds are having quite similar objective.

KGF: Aims to provide unit holders with long-term capital growth with benchmark against FBM KLCI
EI MYF: The Fund seeks to provide investors with capital appreciation in the medium to long-term with an opportunity
for income with benchmark against FBM KLCI

It's a matter past performance and future performance!

huh?    I'm "Hardcore Poor" 

Still got room to grow? More that kgf and eiscf?

KENANGA ASIA PACIFIC TOTAL RETURN FUND

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

Asia including Japan.

Btw, who had invested in the Lee Sook Yee Asia ex Japan fund?

Quite interested?

My global and US exposure dropped but my Bolehland exposure increase cushioned it and my portfolio hardly change.

This is what we call diversification. S&P is negatively correlated KLCI. This is wall street "free lunch". You'll be an idiot not to take it.

Xuzen

KENANGA INVESTORS BERHAD MASTER PROSPECTUS  Pg 72

Kenanga Asia Pacific Total Return Fund (KAPTRF)
Type of Fund : Growth
Category of Fund : Equity

Objective of KAPTRF
The Fund aims to provide capital appreciation over the long-term (over 5 years) by investing in equities and
equity related securities of companies in the Asia Pacific region.
Any material change to the Fund’s investment objective would require the Unit-Holders’ approval.

Investors’ Profile
The Fund is suitable for investors who:
• are seeking long-term capital growth on the amount invested;
• are willing to accept equity risk to obtain potentially higher returns; and
• want to have investments in the Asia Pacific region.

Investment Policy and Process
The Fund seeks to achieve its investment objective by investing in a diversified portfolio of equities and equity
related securities of companies in the Asia Pacific region.

The countries that the Fund may invest in will include, but are not limited to, Malaysia, Singapore, Indonesia,
Thailand, Philippines, India, Hong Kong and China (via the Hong Kong Stock Exchange), Japan, Korea, Taiwan,
Australia and Vietnam.

The balance of the Fund’s NAV that is not invested in equities and equity related securities will be held in
deposits or invested in money market instruments.

The Manager will seek to invest in companies which have a sustainable business model and are well managed.
A particular company’s representation in the relevant market indices will not be considered by the Manager as
the Manager is of the view that it does not necessarily provide a meaningful guidance on the prospects of the
said company or its inherent worth.

The Manager’s investment process seeks to exploit businesses with sustainable returns on equity (“ROE”)*,
which are trading at a significant discount to their intrinsic value. We believe ROE to be a suitable gauge of the
success of a business as it provides common shareholders with a sustainable measure of how effectively their
investment capital is being employed over a given period of time. Further, we believe ROE is a measure of the
four essential components of any business which are, strategy, processes (operational and financial), people and
execution capability.

*Note:
ROE means the amount of net income returned as a percentage of shareholders equity. Return on equity
measures a corporation's profitability by revealing how much profit a company generates with the money
shareholders have invested. ROE is expressed as a percentage and calculated as: net income / shareholders’
equity = return on equity.

The base currency of the Fund is in Malaysian Ringgit and as the Fund’s investments in the countries within the
Asia Pacific region will be denominated in different currencies, the Manager intends to employ hedging to reduce
the Fund’s exposure to foreign exchange fluctuations. The hedging will be done through derivatives instruments
such as foreign exchange forwards.

CIMB-Principal is way bigger than Kenanga...there is a risk of key personnel leaving Kenanga will affect its funds performance...this is one of my biggest concern.

Only if you know his total investment

haha i was thinking RSP all the funds i want, but i am lack of capital.
SO i RSP each rm100 for a month.. then after that i cancel??
then i will top up if i have extra cash..
Can??     

what i meant was..
let say i only have RM1000,
if i put all in let say a MY equity like KGF..
risk high..
So i use RSP to allocate that money into 5 diff funds.. for the first month only..
then cancel?
Can?

Q: WHAT IS THE FREQUENCY OF THE RSP INVESTMENT?

A: It is a monthly investment.
At Fundsupermart, the transaction date for the RSP subscription contracts will be the 15th of every month if it is a business day and fund-trading day. Otherwise, the transaction date will be the next fund-trading business day.

bukan bukan.. 1 k , so RSP untuk bulan pertama sahaja, tak ade 1k initial..
so RSP RM200 into 5 diff funds for the 15th of the moneth.. after that cancel!   
understand ka?