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 Fundsupermart.com v7, DIY unit trust investing

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joequah1
post Sep 19 2014, 12:42 PM

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Kind of new in FSM, just wondering is it possible to check all the holdings of a particular fund?
I ha tried to semi/annual financial report, product sheet, fact sheet, none of it actually show the full holdings.
Wanna know what is happening in the fund.

thanks
joequah1
post Sep 22 2014, 10:59 AM

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what do you guys think about AMASIA PACIFIC EQUITY INCOME ?
Its has been giving out nice dividend, and performance seems to be not bad.
Wanna get feedback from you guys.
joequah1
post Sep 22 2014, 11:11 AM

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QUOTE(Pink Spider @ Sep 22 2014, 11:02 AM)
In unit trust investing, NEVER bother about dividends. Go read Post #1 thoroughly.
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Already read. Thanks
joequah1
post Sep 22 2014, 11:23 AM

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QUOTE(Pink Spider @ Sep 22 2014, 11:18 AM)
Dividends are irrelevant. UT investors are concerned with TOTAL GROWTH.

I suggest u to compare this fund to

CIMB-Principal Asia Pac Dynamic Income
Kenanga Asia Pac Total Return
Pheim Asia ex Japan
Hwang Select Asia ex Japan Opportunity
Eastspring Investments Asia Pac Equity

See which one u like better?

See their investment mandate, past returns, benchmark, performance vs benchmark, performance vs peers, volatility and so on

I personally like the CIMB fund
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Thanks for your advice. I will compare them.
Actually I was comparing to AMB Dividend trust which I'm holding, and its performing better.
I will compare to those which you suggested.

Thanks again. biggrin.gif
joequah1
post Sep 22 2014, 11:34 AM

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QUOTE(Pink Spider @ Sep 22 2014, 11:27 AM)
They're different creatures

AMB Dividen Trust is 70% Malaysia + 30% Asia ex Japan

The other funds I suggested and the one u looked at is UNRESTRICTED Asia fund

If u dun wan a rollercoaster ride...invest in a portfolio of at least 4-5 funds. Then u can practically leave ur investments in autopilot, treat it as supplement to EPF savings. smile.gif
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Recently bought AMB Income Trust, so was looking for an Equity fund now.
CIMB seems to be good. Will look further into it.

Is it a good idea to buy Kenanga Growth in RSP?
joequah1
post Sep 22 2014, 03:05 PM

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QUOTE(Pink Spider @ Sep 22 2014, 11:39 AM)
Kenanga Growth, AMB Dividen Trust, Hwang Select Opportunity, Eastspring Equity Income, they're more or less similar creatures.

Don't buy 2-3 funds that has similar investment mandate just because they are strong performers:
- past performance will not necessarily repeat in future
- what goes up (too much/fast) will most likely fall
- don't put all eggs in one basket. in this case, if Malaysian equities kaboom, so will your portfolio

Learn how to build a portfolio

If u believe in what xuzen preaches, u MAY invest a large chunk (perhaps 33-50%?) in a Malaysian equity fund, then the rest spread over a Asian equity fund, a global equity fund, a small/mid cap Asia fund...

FSM favours a more diversified approach, no one fund will have more than 20% allocation.

See your preference...I'm more biased toward FSM approach because I also have also invested on my own in Malaysian stocks, so for my UT portfolio, it's diversified like FSM's
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I believe in diversified portfolio. Moving towards that direction, that's why looking at Asia Pacific that @xuzen recommend in previous post.

When you are saying Kenanga Growth, AMB Dividend Trust are similar, so means I should focus on either one rather than in both right?

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