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 Fundsupermart.com v7, DIY unit trust investing

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dasecret
post Sep 11 2014, 11:00 AM

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QUOTE(repusez @ Sep 11 2014, 10:53 AM)
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PRS Plus Asia Pacific Ex Japan Equity" which is basically the same thing with 0% service charge but can only be withdrawn at 55 years old
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I did, but only RM3k, to also get the tax relief thumbup.gif
dasecret
post Oct 9 2014, 02:52 PM

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QUOTE(Pink Spider @ Oct 9 2014, 01:22 PM)
Just did a comparison of HwangIM funds against their (close) peers:

Hwang Asia Quantum
vs
Eastspring Small Cap
RHB-OSK Emerging Opportunity
RHB-OSK Small Cap

Hwang Select Opportunity
vs
RHB-OSK Equity Trust
Eastspring Equity Income
Kenanga Growth

HUGE underperformance shakehead.gif

Time to start switching?
Or time to start cursing?

David83! Please start cursing! laugh.gif
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It's been like that for 2 months? Started with Aiiman growth.... Was there a change in the CIO that we are not aware of?
dasecret
post Oct 10 2014, 06:40 PM

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QUOTE(David83 @ Oct 10 2014, 06:20 PM)
Aberdeen Islamic World Equity Fund is below 1.2000

Top up opportunity whistling.gif
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Damn! I just topped up 2 days ago cry.gif
dasecret
post Oct 16 2014, 03:24 PM

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QUOTE(David83 @ Oct 16 2014, 12:34 PM)
WTH! I just topped two days ago and yesterday!  mad.gif
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Same here cry.gif

Now... should I average down for hopeless funds like GEYF? So that I can dump it sooner when the market improves
dasecret
post Oct 17 2014, 09:59 AM

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QUOTE(Pink Spider @ Oct 16 2014, 05:57 PM)
I've never wanted to sell any of my UTs flex.gif

But just...thinking hard...WHEN to start pouring ammo in sweat.gif  icon_question.gif  rclxub.gif
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I'm worried I'm catching a falling sword... how ler? To top up or not to top up? hmm.gif
dasecret
post Nov 5 2014, 02:34 PM

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QUOTE(Pink Spider @ Nov 5 2014, 02:17 PM)
tu lah...dah bagitau jangan masuk lump sum...lump sum is not for retirees whistling.gif

Don't shoot me tongue.gif

CIMG Global Titans has outperformed Aberdeen Islamic State World Equity lately hmm.gif
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My "useless" GEYF also outperform Aberdeen based on 3 months results.... don't tell me Aberdeen is the new "useless" fund vmad.gif

Anyway, I'm dumping GEYF while it's doing well
dasecret
post Nov 5 2014, 04:42 PM

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QUOTE(Pink Spider @ Nov 5 2014, 02:52 PM)
Btw back to Aberdeen Islamic State World Equity...

If u have been reading its monthly fact sheets...

This fund doesn't change its stock holdings much, the fund manager adopts a more buy-and-hold strategy with its holdings, which it has high conviction in.

Give it time, perhaps recently Shariah-compliant stocks are underperforming. 1-yr return for the fund are still decent, u don't judge a fund by its monthly returns. icon_rolleyes.gif

Look at this chart...
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Yup, I actually bought this fund because I heard the fund manager's interview on BFM and believe in his style. Too many fund managers in Malaysia use unit trust as a mean to earn more income for its affiliated companies, through brokerage and transaction fees
dasecret
post Nov 10 2014, 11:45 AM

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QUOTE(kimyee73 @ Nov 10 2014, 11:25 AM)
RHB-OSK Islamic Bond Fund 6.8% IRR, 4.48% ROI, invest since May'13
AmDynamic Bond 4.43% IRR, 2.83% ROI, invest since Nov'13

OK with the return, exceed my expectation on RHB Islamic Bond.
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Me2 holds a bit of AmDynamic and RHB-OSK Islamic, RHB-OSK performs better than AmDynamic. Also picked up RHB-OSK Asian Total Return during the recent dip and it performed quite well. Feeds into a SG United fund
dasecret
post Nov 19 2014, 09:59 AM

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QUOTE(yklooi @ Nov 19 2014, 08:42 AM)
rclxms.gif  rclxm9.gif  thumbup.gif    or      sweat.gif 
up, up , up too fast and too high in too short a time?
hmm.gif should I take some profit or plan exit strategies?

fi,...last 1 month
GTF down slower and abit lesser than GEY
GTF up faster and higher than GEY
now my GTF is + 1.8,    GEY is still - 1%
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Kan I already named GEY as the 'useless fund'? But okla, no complaints, I finally recouped my losses and sold cool2.gif
dasecret
post Nov 19 2014, 12:31 PM

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QUOTE(yck1987 @ Nov 19 2014, 12:13 PM)
why say GEY useless? mine so far record at IRR 6%++ quite healthy.
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Attached Image

This is why whistling.gif

This post has been edited by dasecret: Nov 19 2014, 12:32 PM
dasecret
post Dec 3 2014, 04:22 PM

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Wow, my RHB-OSK Total Asian Return Fund IRR is 7% liao.... invested in October... the power of depreciating ringgit rclxub.gif
dasecret
post Dec 3 2014, 04:35 PM

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QUOTE(David83 @ Dec 3 2014, 04:26 PM)
You should compare it with CIMB Asia Pacific Dynamic Income Fund.

It has a nick name called Ponzi 2.0
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Boss.... this one is a fixed income fund, how to compare to the equity fund.... the return from this fixed income fund is better than a lot of my equity funds invested earlier.... hmm.gif did I make the wrong call to go 80:10:10 on equity: fixed income: cash
dasecret
post Dec 5 2014, 11:02 AM

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Dilemma... My MY exposure all these while is quite low, mainly on KGF and Kenanga PRS, <10% of total portfolio. Last month bought into EI MY Focus due to FSM sales charge promo.... now 7% loss... should I top up to average down? But the reason I have low exposure on MY is due to my lack of confidence in MY stock market.... sweat.gif hmm.gif
dasecret
post Dec 5 2014, 12:52 PM

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QUOTE(yklooi @ Dec 5 2014, 11:21 AM)
hmm.gif just wondering....
u lost 7% in EI MY Focus
KGF how many % ?
K PRS how many %?

if you top up to average down all these 3 funds....how many % of MY allocation increase in yr portfolio?
after you topped up and increased yr MY allocation...do you still hv confidence in MY stock mkt?  rclxub.gif
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KGF I bought for quite a while, so IRR still about 7%
K PRS IRR loss about 3.5%, but obviously I'm not doing anything about it since it's meant for long term
EI MY Focus bought in Nov, that's why the losses is the worse. No intention to cut loss, just thinking whether to average down...


dasecret
post Dec 9 2014, 10:19 AM

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Arghhh.... GEYF seems to have 'salted fish came back to life'.... they are doing better than my AIWEF now cry.gif
dasecret
post Dec 9 2014, 11:57 AM

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QUOTE(Pink Spider @ Dec 9 2014, 09:34 AM)
Get a small/mid cap fund too

Affin Hwang Select Asia (ex Japan) Quantum
RHB-OSK Emerging Opportunity

And...Aberdeen Islamic World Equity is Shariah-compliant, cannot invest in global banks, tobacco companies, gaming companies, breweries etc, u might wanna consider CIMB Global Titans too
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Contemplating to switch the underperforming AM AsiaPac Income to Ponzi 1.0 or Ponzi 2.0

Chief, what's your take? notworthy.gif
dasecret
post Dec 9 2014, 01:35 PM

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QUOTE(Pink Spider @ Dec 9 2014, 12:02 PM)
Ponzi 2.0 FTW! biggrin.gif
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I concur thumbup.gif

The ponzi 1.0 chart for last 3 months not so great la
dasecret
post Dec 17 2014, 12:49 PM

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Just noticed this, the 1 month, 3 months and 6 months worst performing funds - 4 out of 5 is under RHB-OSK.... says a lot about this asset management company?

http://www.fundsupermart.com.my/main/fundi...orst_Funds.svdo
dasecret
post Dec 17 2014, 12:56 PM

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QUOTE(yklooi @ Dec 17 2014, 12:54 PM)
hmm.gif RHB OSK also many funds on the Highest return ranking list too...

http://www.fundsupermart.com.my/main/fundi...formed=topFunds
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Less than worst performing list shocking.gif

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