Maybe want to consider eastspring MY focus fund. If you want Malaysia fund.

Both of them shouldn't be differ much. Any insight?

Oh

Since he wants to invest cash and EPF on Kgf. Might as well diversity fund house.

EPF already in KGF...Cash to use for investment out of M'sia BETTER?

Yeap better. But he said wants to invest cash in Kgf again ma.

moon0610 How many % of KGF is now in your portfolio?
Any other funds are in your portfolio?
IF your risk appetite allows, IT is perfectly Alright to be focusing on M'sia fund only.
But i think if possible diversify-lah abit.

My portfolio as below:

Kenanga Growth Fund (epf) - 20% [MY]
CIMB Al-azam - 10% [MY]
CIMB Dali Equity Growth - 10% [MY]
ASN3 Imbang - 10% [MY]
CIMB Asia Pacific Dynamic Income - 17% [Asia]
TA South East Asia - 26% [Asia]
Arberdeen World Equity - 3% [Global]
CIMB Global Titan - 3% [Global]

Less % on global as i just went into this area recently.
Heart itchy to top up KGF cuz i like that fund hehe.
But yea, should look into my portfolio in a rationally instead.

US 👆 lagi....

Just received my money from PM.. Requested repurchase on 27th Feb and the money already in my PB account today morning..

FSM also called me yesterday for account verification and told me, my account will be activated within 2 days.

First buy, as soon as my account gets activated will be KGF

This post has been edited by august77: Mar 3 2015, 09:03 AM

oh... dont mentioned anything about "distributions" in Mutual Funds treads bro.. will kena tembak

Kena tembak over the word "distribution'? Why? Still new here..

read post #1

long story short, you should be INDIFFERENT whether KGF has distributions OR NOT...

Just to give some perspective, let's take Berkshire Hathaway for example. BH has never given distribution nor share split. Today its unit cost around USD 150.00 per share. very high right? Will put off many investors right? See the price only... turn-off liao.

Another example, albeit a local one, is Manulife Investment Linked Managed Fund. Its NAV is RM 4.00++ per unit vis-a-vis of most UT at less than 50cts per unit. Again, it is a turn-off for most investors.

So distribution is one way to bring the unit price down to "enticed" new investors.

Xuzen.

p/s Just my opinion, wrong or right? Is just my opinion.

Ok.. Now I understand...

Thanks for the explanation..

*yawn*

What to do with the current market. US hitting new high. Maybe can consider topping up before the next interest rate hike in US, because it will only get higher after that.

HK/China market how ah? Didn't monitor.

My current holdings:

Kenanga Growth Fund - 60% (Malaysia focus)
Eastsprings Small Cap - 15% (Malaysia focus)
Manulife India Equity Fund - 15% (India focus)
Aberdeen Islamic World Equity Fund - 10% (Global)

If I bring ASB into the picture, my holdings are roughly as follows:

ASB - 79%
KGF - 13%
ES - 3%
IEF - 3%
Aberdeen - 2%

Am I too focused in Malaysia? A bit of a worry I think.

personally i think you will be alright.
i agar agar think only....ASB+KGF+EISC is about 95% of your portfolio....
what are the chances of ALL of them (especially ASB) falls >15% and stayed there for > 12 months?
(you know how much this 15% losses be? OK for you?)
how long has this ASB fund been launched? based on Historically results not possible?..
if you think that there is a possibility,..then do plan for some contingency where you don't touch this monies..

heavy at ASB. i think your risk appetite not too high. below moderate i would say

mine ..

ASB 20%
Msia 30%
Asia Ex Jap 30%
World 20%

suits me as a 88's babies