check this out?

RHB-OSK BIG CAP CHINA ENTERPRISE FUND...FSM SC 2%, Initial inv RM 1k.

Up to 98% of NAV: Investments in equities and equity linked securities issued by companies whose businesses are in China and are listed on the China markets and / or other markets

http://www.fundsupermart.com.my/main/fundi...umber=MYOSKBDCE

Chasing over China again?

China stocks top performers in 2014, oil plunges, dollar sees best gain in nine years

SYDNEY (Reuters) - Chinese stocks were celebrating their best year in five on Wednesday while markets elsewhere in Asia were ending 2014 on a cautionary note as worries about Greece's future in the euro zone served as an excuse to take profits on crowded trades.

The stand-out global equity performer was China, where the CSI300 index of the largest listed companies in Shanghai and Shenzhen looked set to end 2014 with gains of nearly 50 percent, the biggest among the world's major markets.

URL: http://finance.yahoo.com/news/asia-closing...-001206738.html

I fully understand China just had the biggest bull run in the past 6 months. But I think there're still money to be made especially in the consumption front. And I view the tightening in lending policy positively for more quality growth.

The reason why I choose Affin Hwang China Growth Fund over RHB-OSK BIG CAP CHINA ENTERPRISE FUND is because China growth has more balance portfolio of consumer, services, healthcare and industry. Whereas Big Bap China is financial and O&G heavy.

What do you think?

...lets see.... .... ....

This post has been edited by yklooi: Dec 31 2014, 02:26 PM


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Wow .. thanks for sharing. I was using morning star as guide.

http://my.morningstar.com/ap/quicktake/ove...ceId=0P0000AD66

Under their classification the financial and energy adds up to 40%.

Didn't know different site the data can be so different. mind sharing which website you using?

it is in the fund factsheets in the FSM website.

just a note:...some have fine prints in their prospectus/product highlight sheet.....(something like this)
"asset allocation is only indicative and will be reviewed from time to time depending on the judgment of the External Investment
Manager as to the general market and economic conditions. Although the Fund is actively managed, how active or the frequency of its
trading strategy will very much depend on market opportunities."

there fore they are not fixed and some have limits to a certain % for each sector.

This post has been edited by yklooi: Dec 31 2014, 02:53 PM

I had this China fund with me from FSM SG since last year May, also a recommended fund by FSM past few years. So far lock profit at 20%+- :
https://secure.fundsupermart.com/main/fundi...olnumber=FI3020

This post has been edited by yck1987: Dec 31 2014, 02:55 PM

good for you...
anyway, in summary China in 2014.....just like what David83 has posted in #142
so what is NEXT in 2015? will it continue?
But next year may well turn out differently....
http://www.straitstimes.com/news/opinion/e...rn-out-20141231

Happy New Year in advance everyone!

As always, spend carefully, invest smartly, make more money, live more merry!

This post has been edited by Pink Spider: Dec 31 2014, 05:23 PM

Also remember to pay GST!

Going back a year or thereabouts, FSM was promoting China funds on the basis of low P/E ratios, IIRC.

I recall making a comment that China Funds are volatile and basically a hit-and-miss proposition.

On the basis of making a call which turned out good, kudos to FSM. On the basis of the 5-year performance for, say, RHB-OSK Big Cap China, the return is a grand total of 2.9552% pa. Overall, what that means, you decide.

they post this at the bottom of their articles...
"This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus and if necessary, consulting with financial or other professional advisers. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website."

"Happy NEW YEAR Everyone"....

just checked....My Hw Syariah PRS fund.....YTD profits NOT enough to cover the annual PPA fees.
this horse was good till July....
anyway, if got time, planning to go to their Penang office to do the topping up next few days...

This post has been edited by yklooi: Dec 31 2014, 09:09 PM

S&P 500 dropped 1% on last trading day to close at 2058

URL: http://www.bloomberg.com/news/2014-12-31/u...-2014-gain.html

My decision in investing into reit fund/reits has bcome frm uncertain to more uncertain

http://www.theedgemarkets.com/my/article/k...ile-bond-market

Furthermore i got bond funds, n my kenanga growth + eastspring sc not recovering much, hmm pain

Like I've said before, if u hold long enough, the dividends will be more than enough to cover for your capital losses.

But then, u still have to pick good REITs, some "bad" REITs suffer capital losses that dividends can barely cover...see ARREIT and AMFIRST...see their 5-year chart.

Ok noted, keyword "long enough", "5 year chart"

Happy new year everyone, HUAT ah!!

Hello, can someone point me to a fund dealing with crude oil ? tx

not sure if this is the correct one...that you wanted.
it did talked a lot (mostly) about crude oil, in its "Manager comments" in the fund factsheet.
check it out if you are interested......too wordy for me.

RHB-OSK ENERGY FUND Risk Rating: 10

INVESTMENT OBJECTIVE
The Fund aims to achieve long term (a period of between 5-7 years) capital appreciation through an investment that is linked to the global energy sector.

http://www.fundsupermart.com.my/main/fundi...number=MYOSKENG

This post has been edited by yklooi: Jan 1 2015, 12:46 PM

ix for info bro...but seems not so into oil...more like bonds, etc if i read the factsheet correctly....any other suggestions by forumers ? tx