Is it safe to continue holding KGF and Eastsprings Small Cap? Ive lost 7.3% to date.

They are still giving good reward to risk ratio. I am topping up into them.

Xuzen

What are the latest major share holdings of both funds?

check fund factsheet la...

Yar lor.... still want to spoon-feed you lagi ar?

Xuzen

But that isnt updated. How about latest changes say in the last month since the stock market started going down?

The latest fact sheet is still 31/10/2014; these documents are not updated daily but rather on a monthly cycle... and I am sure their 30/11/2014 issue is not ready yet. Unless you are the fund-manager, you will never know the day to day holding of the fund.

This brings me to question why you need to know the latest holding? UT is a product designed for us to outsource the trading part to professionals so that we only need a macro view of things. If you are too bog down with micro day to day stuff; then you are not investing, you are trading.

Xuzen

This post has been edited by xuzen: Dec 2 2014, 03:32 PM

+100

When u are buying a UT fund, u are buying the fund manager's skills, NOT the market.

Hi all,

I just purchased a balanced fund on FSM. To save up for kids education. Hope it helps. And a little on the aggressive portfolio (TA technology, indian equity n Eastspring MY Focus Fund) Usually these kind of funds needs approx how long to make returns? 3 years minimum?
Another question is that I have also invested in public mutual through an agent. Just a few months later then I found out about FSM. Pub Mut agent is currently doing everything for me including choosing which fund houses to invest in so I don't have much of an insight on how it's doing. Do I deal that directly with my agent to cancel it and then transfer it on my own to FSM? I'm not very good at negotiations and I think the agent will persuade me not to sell it off. Or would it be ok to just leave the fund there for a while?

Thanks!
Rina

Welcome to d club

I hv the same situation just like u. Sell n transfer to fsm from other UT distributor, but the thing is, all fund still in RED (-ve), so i decided to wait till any one of them turn to GREEN(+ve). Hope that will answer ur question.

This post has been edited by JAIDK23: Dec 2 2014, 05:44 PM

I suggest u talk directly to FSM Client Specialist

Maybe they can offer some good deal (0% fee transfer)

Wondering: is Red/Green in local market determined once a day after the end of trading like USA? For your own R/G are you thinking only per day movement or since you bought them?

I'd think you should just keep them, since already paid the purchase fees. Sell and re-buy means double fees? Or are you using the UTs just like tradable ETF's?

Wow, today Malaysia started RED but end up GREEN. Anything significant happening today?

Or our money drop a lot so suddenly stocks became cheap with lots of buy in?

local fund picking up cheap & oversold shares

Regional markets sentiment?

Asian market closed in green and European market also opens in green to 2-month high.

Oh, do not get me wrong. I just want to keep all my UT funds in one platform. So the next time i will bear the 1-2% sales chrge by FSM when i top up, as i have the same UT funds in both platform. If i still keep them at the other UT , i need to bear the 5-6% sc. No, im using agent that sells Ut fund from various fund houses (public, phillip, etc).

About your 'wondering'.determine R/G since i bought them. Let say that fund make around 15%, definitely sell them and buy into FSM. Im quite happy with 13% (15%-sales chrge) after buy in into FSM.

And you must be wondering again, why dont i just transfer all the funds from other platform to FSM since i hv the same funds in FSM. Ive asked FSM's client investment specialist, the answer is, at the moment they dont provide transfer-in from "ABC" UT company to FSM.

My balance fund drop -3.5% in a single day @@'

Manulife Investment - India Equity Fund	10.06
TA Global Technology Fund	9.62
RHB-OSK-GS BRIC Equity Fund	9.21
RHB-OSK Leisure, Lifestyle & Luxury Fund	8.59
CIMB-Principal Global Titans Fund	8.22

Modi fund has highest return in 1-month time frame. CIMB GTF also not bad and can make into the list.

I invested more in Aberdeen Islamic World than in CIMB GLobal Titans...but now they're even already. Jibby lil' brother fund

jus jumped a little % into KGF