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 Fundsupermart.com v8, The MS Excel Masterclass version!

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prince_mk98
post Jan 14 2015, 10:47 AM

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This post has been edited by prince_mk98: Jan 14 2015, 02:07 PM
SUSPink Spider
post Jan 14 2015, 10:49 AM

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QUOTE(prince_mk98 @ Jan 14 2015, 10:47 AM)
TA European Equity fund good? Seems that people say Msia market is down for 1H 2015, maybe we can consider Europe / Global market funds.
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Go FSM and
(1) read its fact sheets
(2) read its annual/interim report
(3) use chart centre and see how that fund fared against its benchmark/peers

This is how u should judge a fund wink.gif
SUSyklooi
post Jan 14 2015, 10:56 AM

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QUOTE(prince_mk98 @ Jan 14 2015, 10:47 AM)
TA European Equity fund good? Seems that people say Msia market is down for 1H 2015, maybe we can consider Europe / Global market funds.
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hmm.gif Buy low, keep....
if your portfolio still allows M'sia mkt....top up or buy into EIMYFocus and or KGF...
i think/believes these 2 funds will recover and moves faster than TA European in the next 1~2 years
prince_mk98
post Jan 14 2015, 11:05 AM

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QUOTE(Pink Spider @ Jan 14 2015, 10:49 AM)
Go FSM and
(1) read its fact sheets
(2) read its annual/interim report
(3) use chart centre and see how that fund fared against its benchmark/peers

This is how u should judge a fund wink.gif
*
Ok

This post has been edited by prince_mk98: Jan 14 2015, 02:08 PM
T231H
post Jan 14 2015, 11:05 AM

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QUOTE(David83 @ Jan 14 2015, 10:38 AM)
Correlation with what?

Against benchmark indices? Against peer funds?
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any fund(s) preferably 85%~100% NOT correlated to a fund like the want Pink sifu had shown?
Bond funds was NOT...May~Oct 2013 refreshed that idea.
SUSPink Spider
post Jan 14 2015, 11:07 AM

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QUOTE(prince_mk98 @ Jan 14 2015, 11:05 AM)
Bro spider,

Ok teach me step by step.

1. Fact sheets - read already. I m interested.
2. Annual / interim report - see what here?? PE? DY? can guide me abit...
3. Chart centre - let me open first..how I know who are his peers???
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2. See what are its holdings...but for Feeder Fund like TA European Equity, u can't see anything...so forget it
3. See how it fare againsts Stoxx index
prince_mk98
post Jan 14 2015, 11:37 AM

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QUOTE(Pink Spider @ Jan 14 2015, 11:07 AM)
2. See what are its holdings...but for Feeder Fund like TA European Equity, u can't see anything...so forget it
3. See how it fare againsts Stoxx index
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3. Now only I realised FMS got a very great handy chart tool to compare fund performance with peers or benchmarks. I just compared with few funds and its Annualised return is as below

TA European 14.7%
Arbedeen Islamic World Eq -
KGF 17.8%
Cimb AP Dynamic Income 20.4%
Cimb Global Titan 21.6%

I think there are other funds better outpeforming than TA European. Is it right my opinion?
SUSPink Spider
post Jan 14 2015, 11:39 AM

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QUOTE(prince_mk98 @ Jan 14 2015, 11:37 AM)
3. Now only I realised FMS got a very great handy chart tool to compare fund performance with peers or benchmarks. I just compared with few funds and its Annualised return is as below

TA European 14.7%
Arbedeen Islamic World Eq -
KGF 17.8%
Cimb AP Dynamic Income 20.4%
Cimb Global Titan 21.6%

I think there are other funds better outpeforming than TA European. Is it right my opinion?
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U gotta compare apple to apple lar bro

TA European vs Stoxx index

Aberdeen World is unrestrained world equity fund
KGF is 100% Bolehland
CIMB Asia Pac Dynamite is Asia ex Japan
CIMB Global Titans is US+Europe+Japan

Cannot compare like that doh.gif

When Bolehland flying, of course KGF would be "better" than TA Europe!
And US markets have been performing better than Europe.

This post has been edited by Pink Spider: Jan 14 2015, 11:46 AM
dasecret
post Jan 14 2015, 11:48 AM

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QUOTE(Pink Spider @ Jan 14 2015, 10:12 AM)
Some interesting chart to share tongue.gif

user posted image
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rclxms.gif Banyak bagus la this fund
prince_mk98
post Jan 14 2015, 11:59 AM

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QUOTE(dasecret @ Jan 14 2015, 11:48 AM)
rclxms.gif Banyak bagus la this fund
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Oic...

what is SP500, STOXX600 and Nikkei225
SUSPink Spider
post Jan 14 2015, 12:02 PM

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QUOTE(prince_mk98 @ Jan 14 2015, 11:59 AM)
Oic...

what is SP500, STOXX600 and Nikkei225
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Err...

I think u should try Google before u ask

Learn to be more independent
woonsc
post Jan 14 2015, 12:05 PM

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QUOTE(prince_mk98 @ Jan 14 2015, 11:59 AM)
Oic...

what is SP500, STOXX600 and Nikkei225
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Google : SP500

Google : STOXX600

Google: Nikkei225

whistling.gif whistling.gif whistling.gif

This post has been edited by woonsc: Jan 14 2015, 12:06 PM
SUSyklooi
post Jan 14 2015, 12:10 PM

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Outlook 2015: European equities
If nothing else 2014 acts as a reminder that very rarely do markets or economies move in a straight line — either upwards or downwards. No doubt 2015 will be no different. General elections in the UK, Greece and Spain may make some headlines. US interest rates maybe another. That said Europe today remains in much better shape to deal with such events than it was in 2011 and 2012. Given the depressed expectations and valuations of European equities we don’t believe it will take much for the asset class to make progress in 2015. Expectations have been reset lower and are there to be beaten.

http://www.fundsupermart.com.hk/hk/main/ar...equities_EN.pdf

doh.gif sweat.gif GTF caravan leaving with only 2 regions to horses to pull instead of 3?
SUSPink Spider
post Jan 14 2015, 12:13 PM

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QUOTE(yklooi @ Jan 14 2015, 12:10 PM)
doh.gif  sweat.gif  GTF caravan leaving with only 2 regions to horses to pull instead of 3?
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Err...

Unker Looi, u faham bahasa tak? unsure.gif

QUOTE
Given the depressed expectations and valuations of European equities we don’t believe it will take much for the asset class to make progress in 2015. Expectations have been reset lower and are there to be beaten.
Means that Europe should perform in 2015 blush.gif
SUSyklooi
post Jan 14 2015, 12:18 PM

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QUOTE(Pink Spider @ Jan 14 2015, 12:13 PM)
Err...

Unker Looi, u faham bahasa tak? unsure.gif
Means that Europe should perform in 2015 blush.gif
*
....like that also can..lower the expectation?
"Given the depressed expectations and valuations of European equities we don’t believe it will take much for the asset class to make progress in 2015. Expectations have been reset lower and are there to be beaten.

This post has been edited by yklooi: Jan 14 2015, 12:19 PM
river.sand
post Jan 14 2015, 12:19 PM

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QUOTE(Pink Spider @ Jan 14 2015, 11:39 AM)
U gotta compare apple to apple lar bro

TA European vs Stoxx index

Aberdeen World is unrestrained world equity fund
KGF is 100% Bolehland
CIMB Asia Pac Dynamite is Asia ex Japan
CIMB Global Titans is US+Europe+Japan

Cannot compare like that doh.gif

When Bolehland flying, of course KGF would be "better" than TA Europe!
And US markets have been performing better than Europe.
*
Well, I think there are two types of comparison:
1) compare funds of certain region from different fund managers
2) compare funds of different region from one fund manager

Both are ok, right?
SUSPink Spider
post Jan 14 2015, 12:21 PM

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QUOTE(river.sand @ Jan 14 2015, 12:19 PM)
Well, I think there are two types of comparison:
1) compare funds of certain region from different fund managers
2) compare funds of different region from one fund manager

Both are ok, right?
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1st, u decide which region u wanna invest in, by researching, which region has more upside potential
Sometimes it's not just about upside potential, u may wanna invest in a particular region for diversification purposes
Then, u shop around for the fund that beats or at least matches the index for that region
SUSyklooi
post Jan 14 2015, 12:22 PM

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QUOTE(river.sand @ Jan 14 2015, 12:19 PM)
Well, I think there are two types of comparison:
1) compare funds of certain region from different fund managers
2) compare funds of different region from one fund manager

Both are ok, right?
*
hmm.gif for 2).....compare against what? cannot compare against each other from the same FM. for each fund is not same. Right?
SUSPink Spider
post Jan 14 2015, 12:22 PM

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QUOTE(yklooi @ Jan 14 2015, 12:18 PM)
....like that also can..lower the expectation?
"Given the depressed expectations and valuations of European equities we don’t believe it will take much for the asset class to make progress in 2015. Expectations have been reset lower and are there to be beaten.
*
Aiyoyo

Kasi lu bullet points tongue.gif

- Expectations HAVE BEEN LOWERED
- IF (actual) corporate earnings and economic indicators beat expectations

What will happen? rolleyes.gif
SUSyklooi
post Jan 14 2015, 12:25 PM

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QUOTE(Pink Spider @ Jan 14 2015, 12:22 PM)
Aiyoyo

Kasi lu bullet points tongue.gif

- Expectations HAVE BEEN LOWERED
- IF (actual) corporate earnings and economic indicators beat expectations

What will happen? rolleyes.gif
*
hmm.gif CHIONG-ah? Just like Bolehland Edu std...good for show only?

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