Cannot be waived for 2nd year onwards.

This post has been edited by David83: Jan 4 2015, 03:48 PM

Combination of both.

This is the life of an otaku!

I wanted to share my portfolio update but EIEIF net distribution is not out yet. Can't compute the "actual" ROI and IRR.

Portfolio update:

Fund	ROI (%)	IRR (%)
Affin Hwang PRS Moderate Fund	6.1	5.3
Kenanga OnePRS Growth Fund	-4.1	-22.9
Aberdeen Islamic World Equity Fund - Class A	23.6	11.4
Affin Hwang Select Asia (Ex Japan) Quantum Fund	6.3	4.3
CIMB-Principal Asia Pacific Dynamic Income Fund	22.3	12.3
CIMB-Principal Global Titans Fund	10	11.6
Eastspring Investments Asia Pacific Ex-Japan Target Return Fund	-0.5	-2.8
Eastspring Investments Equity Income Fund	-6.3	-12
Kenanga Growth Fund	-1.2	-2
RHB-OSK-GS US Equity Fund	11.4	63.4
TOTAL	6.20%	3.10%

Asia ex Japan talk

Both WTI and Brent crude drops > 2% at the time of posting:

WTI: 48.XX (below 50)
Brent: 51.XX (nearing 51)

Mine dropped to 2.7% as of today valuation!

This post has been edited by David83: Jan 6 2015, 08:06 PM

No CMF, no FD.

But got PRS.

Not yet!

Maybe this year they may implement promotional code voucher thingy!

Distribution for EI funds are in!

2014 Top And Bottom Equity Funds: India And Indonesia Equity Funds Rise On Political Effect

The Russian-Ukraine conflict, US tapering, European Central Bank (ECB) loose monetary policies, global selloff and oil price rout – these are some of the hot headlines that dominated the financial markets in 2014. While there were hiccups throughout 2014, global equity market as a whole managed to deliver decent return for investors, with the MSCI All Country World Index posting a 10.14% return in 2014. Within the developed market space, the US equities continue their strong performance amidst a strengthening economy, delivering a full year return of 20.03% for 2014. On the other hand, equities in both Europe and Japan have spluttered for much of 2014 on slowing global growth, with the former registering a loss of -2.45% and the latter inched marginally by 0.09%.

In the Asia ex-Japan region, political change, structural reforms and pro-growth government policies have contributed significantly to rallies in some of the stock markets such as India (35.60%) and Indonesia (27.97%), resulting in funds invested in these countries delivering outstanding returns in 2014.

The KLCI Index, which tracks the 30 largest companies in Malaysia in term of market capitalisation, saw a fairly flattish performance in the early part of the year, and experienced sharp declines towards the end of 2014 owing to the sharp decline in oil prices, resulting in the KLCI Index recording a loss of -5.66%. Likewise, the small cap segment of the Malaysia equity market was not spared, with the FBM Small Cap Index delivering a loss of -4.20%.

CONCLUSION

Looking ahead, equity markets are expected to fare better due to the continued availability of liquidity in the global market as well as an improving economic environment moving forward. As the Fed is expected to raise interest rates as early as the second half of 2015, we believe that equity markets should continue to perform as the equity asset class tends to perform better in rising yield environment, which tend to represent an environment of improving economic growth.

As part of our continued efforts to urge local investors to venture overseas, we advise local investors to consider exposure to the Asia ex-Japan and Emerging Markets regions as they present more attractive investment opportunities than the Malaysia market with their attractive fundamental valuations. Investors should also consider having a globally-diversified portfolio to tap into opportunities across the globe as well as to achieve diversification purposes.

URL: http://www.fundsupermart.com.my/main/resea...?articleNo=5414

FSM this year theme: Asia ex Japan, China

RHB-OSK: ASEAN

AmInvest: REIT outside Malaysia

Kenanga: Pessimistic on Malaysia

FSM: Neutral on US and Europe

Nikko (external manager for Affin Hwang): Japan

This post has been edited by David83: Jan 10 2015, 06:15 PM

Since it doesn't require the voucher code, I don't think they have enough resources to track down your location.

All orders must be placed in FSM website by 12am midnight tonight!

I'm still headache on what to buy or top up? Top up Eastspring Investments Asia Pacific Ex-Japan Target Return Fund or buy Affin Hwang Japan Growth Fund?


This post has been edited by David83: Jan 10 2015, 06:39 PM

If you want me to vote for the best speaker, I'll nominate Mr Robin from Nikko and Datuk Steve from PPA.

If you want me to vote for the most entertaining spearker, I'll nominate Mr Andrew Wong/Ong from RHB-OSK and Datuk Steve from PPA.

This post has been edited by David83: Jan 10 2015, 06:37 PM

I think majority will get it!

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This post has been edited by David83: Jan 10 2015, 06:47 PM

Pretty good but the lecture hall is not full house.

Aberdeen Islamic World Equity Fund
CIMB Principal Asia Pacific Dynamic Income Fund

Actually few months back, the FSM CIS also got recommend this fund.

Affin Hwang role in this fund is just managing the hedging while the stocks selection is performed by Nikko team at Japan.

They're forecasting a potential upside of 15% using TOPIX valuation.

Abe Shinzo has 4 more years to execute his reform after landslide win in the December snap election.