I don't like Pheim Asia ex-japan, the Malaysia holding is quite high and the performance been lacklustre recently. Sold-ed

But then, I don't have recommendation for you as replacement if your requirement is a shariah compliant asia pac fund

not my fren. im just guessing.

infernoaswen said want to take advantage of the 0% SC for staff/family members when buy into 'Manulife Investment - China Value Fund'

this just came to my mind.....
not sure if this is a GOOD idea or if it is a good choice or plan.

thinking of setting up a portfolio for my sons education/some startup monies after school (if they cannot continue higher education)
duration is about 15 yrs
1st 10 yrs would be "buy and forget about it"
review after 10 yrs because of need to relocate assets/funds because left 5 yrs time frame.

I was thinking since "buy and forget"...I don't not think stock mkt a good option? b'cos if there is any rumours or any irregularies...no one is there to monitor or to sell the shares...

if UT funds....at least got FMs to monitor...(assumed to have monitor)

was thinking of (based on past performance)

Ponzi 2.0 30% (less M'sia than Ponzi 1.0)
CIMB Titan 20 %
KGF 20%
EISC 20 %
EI GEM 10%

any suggestion/comments?

already have SSPN for tax purposes.

This post has been edited by yklooi: Mar 11 2015, 10:32 PM

EI - eastspring dana al ilham?

OOOOPS, corrected error...
it is EI Small Cap

Thanks, David.

Looking at the AmFund. Fund size 300+ million. Sector allocation seems okay.

Uncle y not

Ponzi 2.0 30%
CIMB Titan 20 %
KGF 20%
EISC 20 %
Emerging Bond Fund 10%

bond?....at 10% not effective as counterbalance....if more %...not efficient for long terms investment.

GTF... can consider...

MUST have a bit exposure to Developed Markets

OK assuming now the portfolio is
Ponzi 2.0 30%
CIMB Titan 20 %
KGF 20%
EISC 30 %

assuming all other t&c is the same...

any other suggestion/comments?

how bout adding 10% Global emerging equity ?
reducing EISC to 20%

This post has been edited by adamdacutie: Mar 11 2015, 10:09 PM

+100

Small cap don't too heavy lar...

EURO stocks rebound ...

Volatility in market just getting more exciting

Do smell good on EU.

Is anyone putting money on Japan ?
Been thinking bout
RHB-OSK ENTREPRENEUR FUND
AH Jap Growth Fund
........

Words?

EURO also have goreng sessions

only hv 2 choices in FSM
AmGlobal Emerging Mkts Opportunity is having a portfolio allocation that I liked but performance records not convincing
http://www.fundsupermart.com.my/main/admin...eetMYAMGEMO.pdf
the other one EI GEM, portfolio having to many "little, little % on too many countries
http://www.fundsupermart.com.my/main/admin...eetMYPRUGEM.pdf

good for "ROI efficient" for long term ?

Cheapest bargain currently in emerging markets ... EI GEM will be my choice , 10 % will be a fair allocation...

just saw this today...
Aberdeen: Is Abenomics Working?

http://www.fundsupermart.com.hk/hk/main/re...?articleNo=9454

I got AH Jpn Growth 2 months back.....ROI >5%. just hope it continue
fyi,...launch 3 Mar 2014 till now >22%

ok that is the que.
10%...yes...not that much

OK assuming now the portfolio is
Ponzi 2.0 30%
CIMB Titan 20 %
KGF 20%
EISC 20 %
EI GEM 10%

assuming all other t&c is the same...as in post#425, page 22

any other suggestion/comments?

This post has been edited by yklooi: Mar 11 2015, 10:33 PM