Huge negative for KGF funds. When and how will it look after the dividend is calculated?
Fundsupermart.com v9, QE feeds the bull. Ride along...
Fundsupermart.com v9, QE feeds the bull. Ride along...
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Mar 2 2015, 03:18 PM
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#1
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
Huge negative for KGF funds. When and how will it look after the dividend is calculated?
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Mar 3 2015, 10:29 AM
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#2
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
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. |
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Mar 3 2015, 01:47 PM
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#3
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(yklooi @ Mar 3 2015, 12:01 PM) 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.. ASB 1990 - 2014: http://1-million-dollar-blog.com/dividends...ham-bumiputera/ |
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Mar 3 2015, 01:49 PM
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#4
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(JAIDK23 @ Mar 3 2015, 12:07 PM) heavy at ASB. i think your risk appetite not too high. below moderate i would say Yes ure right. I only came to know and started investing in FSM starting July last year. Till then it was just property and ASB. Even then I played safe and only went into KGF and Eastsprings SC. Its only this year im starting to get a bit more courageous by investing into Manulife and Aberdeen. mine .. ASB 20% Msia 30% Asia Ex Jap 30% World 20% suits me as a 88's babies |
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Mar 3 2015, 01:50 PM
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#5
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(xuzen @ Mar 3 2015, 01:05 PM) I have not seen ASB's asset manifesto but my intuition is that it is mostly held in Bolehland large cap or index linked GLC companies and perhaps some allocated into MGS and GLC corporate bond. Divest KGF but not Eastsprings SC?If that is true, then holding high % in ASB and KGF will not provide much diversification. My take is divest KGF into Ponzi 2.0 while the rest remain status quo. |
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Mar 3 2015, 03:47 PM
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#6
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(David83 @ Mar 3 2015, 03:33 PM) Ponzi 2.0 NAV above 0.3000: That's CIMB Dynamic Income Fund rite?0.3002 (as of March 2nd, 2015) |
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Mar 3 2015, 04:51 PM
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#7
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
What are your thoughts regarding the following funds:
1) CIMB Asia Pacific Dynamic Income Fund 2) CIMB Global Titans Fund 3) RHB – OSK Global Equity Yield Fund Any other global funds worth considering? |
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Mar 3 2015, 05:03 PM
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#8
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(David83 @ Mar 3 2015, 04:56 PM) The first fund won't be a mistake. Ive already invested in Aberdeen Islamic World Equity. Do I increase my investment here or one of the 3 mentioned above?The second fund will concentrate on developed markets The third fund will have more diversified allocations throughout the whole globe. You may consider alternative like Aberdeen Islamic World Equity Fund. |
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Mar 3 2015, 05:11 PM
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#9
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(Pink Spider @ Mar 3 2015, 05:09 PM) RHB-OSK GEYF performance kinda dropped after RHB took over. I'd pick combo of CIMB Global Titans and Aberdeen Islamic World instead. Are you invested in both these funds? |
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Mar 3 2015, 05:22 PM
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#10
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
Is it true that since CIMB Global Titans makes investments in foreign currencies (USD) that makes a better buffer against the volatile Ringgit currently?
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Mar 5 2015, 08:47 AM
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#11
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
How do I check latest prices for Manulife India Equity Fund? FSM seems quite slow.
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Mar 5 2015, 12:59 PM
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#12
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(David83 @ Mar 5 2015, 09:40 AM) I use another link: http://www.manulife.com.my/fpulink/Pages/fundprices.aspx This link doesn't tell you about the India Equity fund rite? |
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Mar 12 2015, 08:43 AM
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#13
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
US stocks continue the downward spiral but at least Europe has recovered a little. But most of Asia is still down. Not sure how long it will last but I think its gonna drop further as we get closer to the Fed's announcement on the interest rate hike in 3 months. Not gonna be good for most funds I guess.
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Mar 12 2015, 09:47 AM
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#14
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(Pink Spider @ Mar 12 2015, 09:25 AM) Stocks drop in value but Dollar rises. Yes but funds are based on stock value rite? |
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Mar 19 2015, 11:24 PM
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#15
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
Hope the global share market stabilises. Its been a darn rocky week.
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Mar 24 2015, 10:45 AM
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#16
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
Aberdeen Islamic World Equity Fund hit the highest price last Fri since inception. Hope the current rally continues. Kenanga Growth Fund also doing quite well.
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Mar 24 2015, 10:56 AM
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#17
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(Pink Spider @ Mar 24 2015, 10:53 AM) A fund cannot rally, but the stocks that it invests in can. Ala....wrong terminology ya.U should say, let the market bull continue raging and Ringgit continue to fall |
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Mar 25 2015, 09:58 AM
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#18
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
For my portfolio, its Kenanga Growth Fund which is propping up my portfolio. Eastsprings Small Cap is red. Manulife India Equity will be red today taking into account yesterday's rate. Aberdeen doing well so far but no where close to KGF.
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Apr 14 2015, 10:42 AM
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#19
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
Finally back in the black for Eastsprings Small Cap Fund. Should I retain or sell off and move funds elsewhere? Not very confident in this long term. Thoughts please?
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) This post has been edited by cybermaster98: Apr 14 2015, 10:48 AM |
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Apr 14 2015, 10:53 AM
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#20
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(Kaka23 @ Apr 14 2015, 10:51 AM) Maybe lessen some Malaysia exposure. Will be a bumpy ride for MY in coming months.. KGF or Eastsprings? |
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