Affin Hwang China Growth fund as at 31 July has 73.6% in HK,..not sure of other funds.

wow,..it seems like "RHB-OSK BIG CAP CHINA ENTERPRISE FUND" (as posted by David83 at post# 673) is the winner

This post has been edited by yklooi: Oct 3 2014, 10:10 AM

I give up

I thought it's due to fuel price rising? aih...





My portfolio's been bleeding 3 weeks in a row... Bad bad bad...

First Indonesia
Then HK
Now Msia



Hopefully today is very GREEN

You can run, but there is no where to hide... the red sea will consume you!

Jokes aside, the market will be very volatile in 2H2014, as what analyst reported.

If you cannot stomach the volatility, increase your cash holding vis-à-vis Money Market fund. Hitting a near 4.00% p.a. is good for you to ride out this short term tempest.

Xuzen

This post has been edited by xuzen: Oct 3 2014, 11:20 AM

My cash holding already quite high

Let's say I wanna reduce my exposure...

Global Emerging Markets 37%
Asia ex Japan 33% (small/mid caps-heavy)
Global (US+Japan+Europe) 15%
Global diversified Shariah-compliant 15%

Which one(s) to trim?

This post has been edited by Pink Spider: Oct 3 2014, 11:08 AM

For global fund, my personal favourite is AMOasis Global Islamic. I like it for its low volatility, higher than average risk-adjusted reward among peers.

Global fund is good for those who are not sure where to throw their money at. It is a good middle of road asset class.

Xuzen

This post has been edited by xuzen: Oct 3 2014, 11:40 AM

GEM already off its recent peak...reduce now?

Aiks, Aberdeen Islamic World bukan lagi baik?

This post has been edited by Pink Spider: Oct 3 2014, 11:27 AM

GEM too volatile... I do not like volatility. I look at volatility as a marker, I don't look at peak or trough. That would be consider market timing, and in MPT... mkt timing is a no-no

AIW is a new born baby... less than three years old. I set my algo to automatically discount funds that are less than three years old.

Xuzen

thanks for the info!

AmOasis Global Islamic is a feeder fund to Oasis Crescent Global Equity Fund which is heavy in US (55%)

This post has been edited by David83: Oct 3 2014, 12:46 PM

Topped up CIMB Asia Pac Dynamite Income

I use to own this fund for quite a few years but it was lagging during my holding period. this fund only performs above the other during this last 1-2 years. on paper, it seems like a good fund....but long term performance, i'm not too impressed.

Portfolio bleeding...

My Investment Profit has almost cut half d lolz....

The biggest loss I experienced so far..... HEART MUST STEADY!!!!

Btw anyone mind tell me how to count the IRR spreadsheet if happen unit split 1:1??

My calculation mess up d lol

each transaction U bought in - just double the units received lor
ESISmallCaps right?

Yaya....my calculation correct d ^^ haha

Thanks

the drop on Thursday Erased ALL my gains this year.. LOL
Time to top up

This post has been edited by woonsc: Oct 3 2014, 10:43 PM

Hey guys, i am v. new on this so have some questions...how do you guys determine when is a good time to buy a fund? Is there a specific time when the fund price is Low eg. After distribution? Also do you guys rely in buying under 'fund recommended by fundsupermart' section? / Also what are the returns that you guys have on average per annum? (after considering gains & losses), can you get around 15% per annum or around 6/7? ....thanks and sorry for the many questions

Haha.. it may never come Haha..
for me, it is better DCA then wait..