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?
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