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 Fundsupermart.com v8, The MS Excel Masterclass version!

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hullabaloo_bard
post Feb 27 2015, 09:52 AM

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Double post

This post has been edited by hullabaloo_bard: Feb 27 2015, 09:53 AM
hullabaloo_bard
post Feb 27 2015, 09:52 AM

Getting Started
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Junior Member
297 posts

Joined: Sep 2008


Guys,

Currently, this is my portfolio:

-Aberdeen Islamic World Equity Fund - Class A
-Eastspring Investments ASEAN al-adiil Fund
-Eastspring Investments Dana Al-Ilham
-Kenanga Syariah Growth Fund
-PMB Shariah Aggressive Fund

FYI, my investment idea is towards syariah-compliance long term investment and prefers to hold the funds that I have invested into as long as I can i.e. not so into fund switching stuffs unless it is really necessary to save all the transaction costs.

So, what do guys thing about my portfolio and ways for me to improve/further diversify it?
hullabaloo_bard
post Feb 27 2015, 10:20 AM

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QUOTE(adamdacutie @ Feb 27 2015, 09:56 AM)
So focused on Malaysia ... Perhaps some diversification to Asia pacific region
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QUOTE(moon0610 @ Feb 27 2015, 10:08 AM)
Hi yklooi,

I have these in my portfolio:

Kenanga Growth Fnd (from epf) 20%
TA South East Asia 25%
CIMB AP Dynamic Income 17%
CIMB Al-azam 10%
CIMB DALI Equity Growth 10%
ASN 3 Imbang 10%
Arberdeen World Equity 7%

I think that my exposure is more towards MY eq, less on global, so start to go into global (Arberdeen world eq). Considering CIMB Global Titans  hmm.gif

Will try to read up on RHB OSK China-India Dynamic Growth fund too. thanks!
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QUOTE(yklooi @ Feb 27 2015, 10:08 AM)
unknown to the % allocated for each fund, your individual preference for countries/region.... hmm.gif may i suggest you goto Post#1 there is this Polarzbearz file....download it, learn to use.
there is this worksheet,......key in the data required, seek out the fund factsheet of your funds, key in the countries allocated for each funds......then in another worksheet, it will show the % allocated for each country in relation to your % allocated for the fund in the portfolio...
then see, where you want to improve or reduce...

btw, a quick glance of yr portfolio...seems like missed China and India....with about 20% US thru Aberdeen (if you divide this 20% against the % allocated in the Aberdeen)..will be MUCH less..
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Tq for your comments. Currently all funds is equally distributed at 20%. As much as I want to diversify out side Malaysia, there is limited syariah-compliant outside-malaysia funds that I can invest into.

Any idea?


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