I prefer Kenanga Asia-Pac Total Return simply because Lee Sook Yee is in-charge!

Xuzen

few questions have been lingering in my mind:

1. i understand the concept of diversification. however, looking at 5 - 10 yrs performance history, most of the Asia/GEM/Global funds under performed as compared to MY equity funds generally. this got me thinking....should i concentrate my bullets for MY equity funds and diversify within MY funds such as blue chip vs smallcap funds?

2. i already have ponzi fund....should i add another smallcap fund?

i guess local fund management are better at picking local stocks?

1. Local fund managers are mostly jaguh kampung.
2. Local stock market is "inefficient", i.e. it's relatively easy to spot value divergence/beat the market, hence local ETFs are not popular

In US/Europe/Japan markets, by the time u think u spotted a "value stock", the market have already spotted it earlier than u and beat u to it, i.e. most if not all stocks are already fairly or even overpriced.

This post has been edited by Pink Spider: Oct 19 2014, 02:56 PM

i think @yklooi also invested in MY funds only, if i remember correctly. so, @yklooi, why do you invest in MY funds only?

yeah..
our market is still young and have limited players compared to other matured market..


what's jaguh kampung?

U try ask xuzen's beloved Lee Sook Yee invest in S&P 500 stocks, see how she will fare?

@pink spider, when you do your asset allocation, for eg 70% equity, 30% fixed income, for the 70% equity portion, do you consider only UT equity funds or both stocks holding and UT equity funds?

if your 70% equity allocation consist of stock and UT equity funds, then how do you allocate for ur UT asset allocations?

This post has been edited by jutamind: Oct 19 2014, 03:25 PM

My asset allocation is stocks + UT

I hold ZERO balanced/mixed income fund, thus it makes my asset allocation easier. I hold equity funds (6 of them) RHB-OSK Emerging Markets Bond Fund and Cash Management Fund.

I'm currently 70% stocks+equity funds 30% bond+cash. The cash element in the equity funds are insignificant to be taken account of. I think if u really wanna be anal about it, should be around 65% equities and 35% bond+cash.

On UT side only, I'm 44% equity funds, 42% Cash Management Fund and 14% RHB-OSK EM Bond Fund.

This post has been edited by Pink Spider: Oct 19 2014, 03:45 PM

well, my July data is ....
38% M'sia
19% US, UK, Eu
51% Asean ( include M'sia)
13% Asean X M'sia
14% North Asia (China, HK, Japan, Korea, Taiwan)

all through FSM MY?

abt
12% pm
35% FSM
55% Hw

HW?

affinHwang Asset Mgmt....previously hwang investment mgmt.....I opened a/c there.

nice.. I see.. cause FSM dosent go into those regions specifically.. hard to diversify :C

Which region?

UK, Eu, Japan, Korea, Taiwan?
sorry i might be wrong..

My Fund %

65% Bolehland
10% Global
10% Asia Pas
15% CMF

will put more into Asia Pas and Global while maintaining Bolehland..

guys...cimb asian pacific dymanic income fund had just declared new income distribution...suddenly my profit -32% for that fund...

is this normal? if i sell now, i rugi alot, so im just gonna leave it..but is this normal?

not gonna repeat myself. read back past few pages