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 Fundsupermart.com v9, QE feeds the bull. Ride along...

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SUSDavid83
post Apr 14 2015, 05:19 AM

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Expecting a crunched earning season with US market reversed earlier gain and closed in RED territory.

Stocks break 3-day rally; JPMorgan earnings in focus

URL: http://finance.yahoo.com/news/stocks-advan...-134932308.html
SUSDavid83
post Apr 14 2015, 07:01 AM

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QUOTE(xuzen @ Apr 14 2015, 06:43 AM)
So now I am the residence Mdm Zora the fortune teller eh?

Xuzen
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Seem like you're the one in here own a crystal ball!
SUSDavid83
post Apr 14 2015, 09:08 AM

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China ETF Investors in U.S. Miss Rally as Hong Kong Shares Surge

URL: http://www.bloomberg.com/news/articles/201...ng-shares-surge

QUOTE
The advance pushed the yuan-denominated A shares to the most expensive level in three years last month versus their dual-listed Hong Kong counterparts, leading international investors to speculate that the valuation gap would narrow through a retreat in mainland stocks rather than gains in the Hong Kong market.


This post has been edited by David83: Apr 14 2015, 09:08 AM
SUSDavid83
post Apr 14 2015, 09:52 AM

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QUOTE(yklooi @ Apr 14 2015, 09:43 AM)
what is the name of this fund?
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Unfortunately I'm unable to publish the name of this fund in this post to prevent any acquisition of bias towards a particular fund or fund house. However you may email me personally at shanesee03@gmail.com to find out more about this fund.

This post has been edited by David83: Apr 14 2015, 09:53 AM
SUSDavid83
post Apr 14 2015, 10:05 AM

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QUOTE(yck1987 @ Apr 14 2015, 09:56 AM)
H-Shares Has More Upward Potential As Revaluation Continues

https://secure.fundsupermart.com/main/artic...ion-Feast-10253
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I have shared that last week/weekend.
SUSDavid83
post Apr 14 2015, 01:21 PM

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QUOTE(Dino168 @ Apr 14 2015, 01:20 PM)
What is PONZI2??? rclxub.gif
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CIMB-PRINCIPAL ASIA PACIFIC DYNAMIC INCOME FUND
SUSDavid83
post Apr 14 2015, 02:10 PM

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QUOTE(pisces88 @ Apr 14 2015, 02:01 PM)
sexy jugak la, double digit growth in 3 months  biggrin.gif
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It's a feeder fund to United China-India Dynamic Growth Fund

This post has been edited by David83: Apr 14 2015, 02:12 PM
SUSDavid83
post Apr 14 2015, 02:11 PM

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TA European Equity Fund declares a unit split:

TA European Equity Fund | 1:10, For every 10 units of the fund held, 1 additional unit will be issued to unit holder | 14-Apr-2015


SUSDavid83
post Apr 14 2015, 02:13 PM

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QUOTE(jerk @ Apr 14 2015, 01:52 PM)
RHB-OSK Big Cap China Enterprise Fund - more than 90% invested in china. no need hide hide.
at the end of the day, i still prefer maggie mee answer and we worship the "crystal" ball..

RHB china india dynamic growth looks tempting? this one got sexy or not
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QUOTE(cybermaster98 @ Apr 14 2015, 01:56 PM)
Is RHB-OSK Big Cap China Enterprise Fund worth going into now? Returns to date for this year already 23.15%.
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93% at Hong Kong and very likely investing in HSI or China H shares.

This post has been edited by David83: Apr 14 2015, 02:14 PM
SUSDavid83
post Apr 14 2015, 02:31 PM

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QUOTE(woonsc @ Apr 14 2015, 12:39 PM)
xuzen sold all my KGf to CMF.. Switch to Ponzi 2 soon tongue.gif
cause i got 1% SC..
inter swtich can't use T.T
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QUOTE(Kaka23 @ Apr 14 2015, 01:49 PM)
shocking.gif  shocking.gif
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I also switched all my KGF into Kenanga Asia Pacific Total Return Fund.

I'm betting big in Asia Pacific ex Japan region.
SUSDavid83
post Apr 14 2015, 03:09 PM

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QUOTE(cybermaster98 @ Apr 14 2015, 02:51 PM)
If I dilute my holdings in KGF and Eastsprings Small Cap, which of the following funds should I focus on:

1) RHB-OSK Big Cap China Enterprise Fund – 23.15%
2) CIMB Greater China Equity – 22.75%
3) Manulife China Value Fund – 21.32%
4) RHB-OSK China-India Dynamic Growth Fund – 19.06%
5) Kenanga Asia Pacific Total Return Fund – 15.26%
6) CIMB Principle Asia Pac Dynamic Income Fund - 14.33%

The percentages are the returns for this year until 13 April 2015.

FSM article on Chinese H shares indicate that we should focus on funds which more exposure to H Shares?
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If you want H shares, then go for RHB-OSK Big Cap China Enterprise Fund since it has 93% exposure in Hong Kong.

(5) and (6) are not meant for short term game.

(4) will give you lower adjusted risk
SUSDavid83
post Apr 14 2015, 03:23 PM

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QUOTE(cybermaster98 @ Apr 14 2015, 03:13 PM)
Actually, what's all this H share thing about anyway? I didn't quite understand the article.

Do I need to focus on funds with high H share exposure?
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Because there's a valuation gap between A shares and H shares.

A shares has hit NEW high while H shares are lagging behind.

H shares are referring to dual listing of same China company at both China and Hong Kong.

The potential upside that the article highlighted is for H shares and at the same time, a potential upside for HSI too since China regulator opens fund houses to invest at Hong Kong market (funds moving southward).

This post has been edited by David83: Apr 14 2015, 03:24 PM
SUSDavid83
post Apr 14 2015, 04:33 PM

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QUOTE(T231H @ Apr 14 2015, 04:31 PM)
Saw this at PM thread ...thought it is good to take note of its return for those that are aiming for ROI as fund performance selection...
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Imagine if you bought it when it was launched and didn't do much average down. What's the feel? whistling.gif
SUSDavid83
post Apr 14 2015, 06:31 PM

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QUOTE(Kaka23 @ Apr 14 2015, 06:28 PM)
shocking.gif
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I'm neutral for Malaysia market in fact lower than US market.

After rebalanced today, new portfolio constituents:

Eastspring Investments Asia Pacific Ex-Japan Target Return Fund 17.67%
CIMB-Principal Asia Pacific Dynamic Income Fund 13.29%
Kenanga Asia Pacific Total Return Fund 10.00%
CIMB-Principal Global Titans Fund 9.59%
Affin Hwang Select Asia (Ex Japan) Quantum Fund 9.59%
Affin Hwang PRS Moderate Fund 8.86%
Kenanga OnePRS Growth Fund 8.86%
CIMB-Principal PRS Plus Asia Pacific Ex Japan Equity - Class C 8.86%
Aberdeen Islamic World Equity Fund - Class A 7.38%
RHB-OSK China-India Dynamic Growth Fund 5.90%

SUSDavid83
post Apr 14 2015, 06:37 PM

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Received an email regarding Ponzi 2.0

QUOTE
Please be informed that CIMB-Principal Asset Management Berhad has sent a Notice of Unit Holders’ Meeting on 23 February 2015 to the unit holders of CIMB-Principal Asia Pacific Dynamic Income Fund (“Fund”) to attend a unit holders’ meeting held on 18 March 2015.

The unit holders’ meeting was held to seek for unit holders’ approval to change the structure of the Fund and subsequently for the Fund to be submitted to Securities Commission Malaysia to be authorised as a qualifying ASEAN Collective Investment Scheme (“ASEAN CIS”).
SUSDavid83
post Apr 14 2015, 07:43 PM

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QUOTE(jerk @ Apr 14 2015, 07:39 PM)
whats the usual redemption fees for FSM? i tried look it up on the table eg: CIMB-Principal Asia Pacific Dynamic Income Fund, there is only * and - .

"management fee/trustee fee/auditors fee/tax agent fee and other misc..." would be reflected / included in the NAV. no?
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Most of the funds will be 0%. If there's a redemption it'll be stated there. On the contrary, if you buy bond funds from FSM, majority will have platform fee.

On the 2nd part, you'll correct. They're deducted from NAV on daily basis.
SUSDavid83
post Apr 14 2015, 08:06 PM

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For comparison fun purpose:

FUND China HK (incl. H) India US Others/Cash
CIMB-PRINCIPAL GREATER CHINA EQUITY FUND 61.4 16.3 22.3
RHB-OSK CHINA-INDIA DYNAMIC GROWTH FUND 42.4 2.8 52.2 2.6
AMISLAMIC GREATER CHINA (closed) 39.6 23 37.4
EASTSPRING INVESTMENTS DINASTI EQUITY FUND 32.2 23.1 44.7
MANULIFE INVESTMENT - CHINA VALUE FUND 10 55.5 34.5
RHB-OSK BIG CAP CHINA ENTERPRISE FUND 93.1 3.3 3.6
PACIFIC FOCUS CHINA FUND
RHB-OSK GOLDEN DRAGON FUND 45.4 54.6
MANULIFE INVESTMENT - INDIA EQUITY FUND 98.8 1.2

1. Based on latest fund datasheet at FSM
2. No info available for PACIFIC FOCUS CHINA FUND
3. Sorted accordingly to biggest exposure in China
4. Excludes famous offerings from Public Mutual

SUSDavid83
post Apr 14 2015, 08:29 PM

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QUOTE(jerk @ Apr 14 2015, 08:27 PM)
@yklooi

kenaga GF factsheet

"Given the lack of catalysts in the immediate term, we have reduced the
invested level and will be deploying our excess cash, opportunistically in the
next one to three months"

at first i thought cash in sector allocation means how much they are holding in reserve. but it must be the amount invested in FD / bonds etc?
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Those numbers in the fact sheet is historical number.
SUSDavid83
post Apr 14 2015, 08:33 PM

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QUOTE(T231H @ Apr 14 2015, 08:29 PM)
The mystery deepens....
Malaysian businessman Jho Low says being made scapegoat for 1MDB failings Published on Apr 14, 2015 -
See more at: http://www.straitstimes.com/news/asia/sout...h.G7UdpHdU.dpuf

Get out of Bolehland now......pulled 11% out of Bolehland Eq yesterday....
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So did I make a wise choice today by switching out from KGF?

Nevermind, I still have Kenanga OnePRS Growth Fund.
SUSDavid83
post Apr 14 2015, 08:35 PM

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QUOTE(jerk @ Apr 14 2015, 08:33 PM)
@David83

haha. unless i know the fund manager then there is no way to know their day to day cash reserve. thank you
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@jerk, you have known the answer.

So you never know how much cash position the fund manager has. This won't dictate you when will be the "good" time to buy that particular fund.

Take a case study for example, Kenanga Asia Pacific Total Return Fund has been hoarding cash at 20% level since December 2014 to February 2015. Does this turn off your mood to buy this fund? Check out its performance and its not bad.



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