anyone buying CIMB-Principal Asia Pacific Dynamic Income Fund via "CIMB-Principal PRS Plus Asia Pacific Ex Japan Equity" which is basically the same thing with 0% service charge but can only be withdrawn at 55 years old

I did, but only RM3k, to also get the tax relief

Nothing especially clever I am afraid. I have quite a bit in both UOAREIT and YTLREIT and both have gone up quite a bit this month. I have held both for a very long time now. Combined with the REIT dividends received this month, it adds up to quite a bit.

EISCF slowly moving north again.

But like you mentioned, it served as a reference right?

Ya ya

Hope for the best, expect average, dump the worse

Hope for market-beating returns, expect market returns, dump market laggards

OMG HSAQ -0.0119

pain haha

thanks much for the tip!

at the moment im not so well versed as you guys... wont be half as sensitive to the nuances of the markets probably just gonna put some amount into some funds and leave it on auto-pilot for months (or a year) on end or something but okay, i understand what youre getting at about *wonderful* funds!

thanks much for the reply! will go read up some more on these funds before laying down the money haha oklo, i thought FSM would draw up their recommended portfolio from the wide-ranging funds that they have, thereby making their rec. portfolio wide-ranging also LOL

some info about FSM recommended portfolios...
FSM Asset Allocation Methodologies
In the beginning of each year, FSM research team will release our “What and Where to Invest” report, which represents the team’s outlook
for various markets and asset classes. We detail in the report whether we are overweight/neutral/underweight on equities vis-à-vis fixed
income. If we are overweight or underweight on equities, the portfolios’ actual target allocation is likely to deviate from the primary target
allocation accordingly.
Region/Country Allocation
For the “Stable” and the “Growth” portfolios, the equity part consists of a “core” portion and a “supplementary” portion.
Core: The core portion is the larger portion (80% to 90%) of the portfolio, investing in regional markets such as the US, Europe, Asia
ex-Japan and Global Emerging Markets. This is to diversify risks and capture market returns of different regions in the long run.
Supplementary: The supplementary portion is the smaller portion (10% to 25%) of the portfolio, investing in markets which are less
regionally diversified, such as single-country or sector-based equities. These are investments which may experience higher volatility, but
may possibly deliver higher returns. Single-country examples include India, China and Indonesia, and sectors include technology, healthcare
and resources.
Risk Disclosure Statements:
• Model portfolios are presented for informational purposes only. They are based on Fundsupermart.com’s in-house Research Team’s views
with the generic and factual factors of the respective market condition and/or sector and have not taken into account of any personal
circumstances of any specific person. The model portfolios should not be construed as any recommendation or solicitation to invest in any
particular funds.
• You should not base on the model portfolios alone to make investment decisions and you are strongly advised to make your own assessment
before investing into the relevant products and ensure they are suitable for you and match with you personal circumstances. Your
use and reliance upon such content is at your own risk. Fundsupermart.com shall not be responsible for any damages or losses arising from
your use or reliance on the information contained in this list.
• Like all investments, investments based on the model portfolios involve risk. There is no guarantee that the model portfolios can achieve
any result or it can be used under any market circumstances.
• Investment involves risk. The price of securities may go down as well as up, and under certain circumstances an investor may sustain a
total or substantial loss of investment. Past performance information presented is not indicative of future performance.

This post has been edited by yklooi: Sep 11 2014, 11:57 PM

For Fixed Income lovers, any thoughts on Amconservative?

just did quick comparison of latest stock holdings for Kenanga Growth and Eastspring Investment Equity Income....30% of stock holdings are overlapped for both funds...

still not too bad, i think, as these 2 MY funds will more or less cover the top 100-150 stocks in the Bursa.

Past performance speaks for itself:
http://www.fundsupermart.com.my/main/admin...eetMYAMCSVT.pdf

Comparable to the award-winning Hwang Select Income Fund, difference being, the Hwang fund can invest offshore.

Even though both may have similar stock pick holdings but KGF NAV swings more violently than ESI EIF.

[attachmentid=4131603]

ROI within the time of interest:

KGF: 4.38%
ESIEIF: 0.97%

This post has been edited by David83: Sep 13 2014, 03:12 AM

from what i see, Equity Income fund invests more towards the bluest of the blue chips, while KGF is more diverse...

to put it as an analogy, i would say Equity Income probably invest in top 50 funds, while KGF top 100-150 funds in Bursa. each fund holds around 50-60 stocks.

FSM website on maintenance and this thread has been rather quiet lately.

Good morning everybody... Planning to update my portfolio in my excel. Have not been doing it for 3 weeks... busy busy

New to Unit Trust, so far investing in EastSpring, RHB OSK ,AmAsia & Hwang

how long already?

via FSM?

i also new let learn together

Nope from bank, 6 months. So far ok. Total invested 600k