my FA added:
CIMB PRINCIPAL ASIA PACIFIC DYNAMIC INCOME
Fundsupermart.com v10, Double digit (portfolio) growth!
Fundsupermart.com v10, Double digit (portfolio) growth!
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May 10 2015, 11:01 AM
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#1
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Senior Member
851 posts Joined: Jan 2003 From: Anywhere |
my FA added:
CIMB PRINCIPAL ASIA PACIFIC DYNAMIC INCOME |
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May 12 2015, 01:12 PM
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#2
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(T231H @ May 10 2015, 11:59 AM) AFFIN HWANG JAPAN GROWTH FUND 8.7% RHB-OSK Big Cap China Enterprise Fund 8.7% Eastspring Investments MY Focus Fund 24.95% Kenanga Growth Fund Lump 24.94% Phillip Master Money Market Fund 32.87 btw, how much % is your new fund? switched from Money market fund or with new cash? with that how much total China/HK/Taiwan % now? AFFIN HWANG JAPAN GROWTH FUND 8.31% RHB-OSK Big Cap China Enterprise Fund 8.81% Eastspring Investments MY Focus Fund 24.89% Kenanga Growth Fund Lump 25.04% Phillip Master Money Market Fund 24.71% Switch from money market fund toCIMB PRINCIPAL ASIA PACIFIC DYNAMIC INCOME.... |
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Jun 7 2015, 11:57 PM
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#3
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851 posts Joined: Jan 2003 From: Anywhere |
FA Added:
MANULIFE INVESTMENT - CHINA VALUE FUND |
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Jun 8 2015, 10:24 PM
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#4
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QUOTE(yklooi @ Jun 8 2015, 08:30 AM) Now ar..still pending purchased for that....wait till the proper calculation out 1st....else ar: RHB-OSK Big Cap China Enterprise Fund 1k CIMB Principal Asia Pacific Dynamic Income 1k Affin Hwang Japan Growth Fund 1.3k Eastspring Investments MY Focus Fund 2.9k Kenanga Growth Fund 3.3k Phillip Master Money Market Fund 692 Manulife Investment China Value Fund 1k (pending) % not yet come out.... |
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Jun 9 2015, 11:14 PM
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#5
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(yklooi @ Jun 8 2015, 10:38 PM) from the above Rough est is about 55% in My 26% in China 11% in Japan 9% in Asia Pac.... Any idea?.....did he see something I don't? |
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Jun 10 2015, 12:12 AM
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#6
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QUOTE(yklooi @ Jun 9 2015, 11:19 PM) Feb 2014: Started with RM5500. That time earn mostly at that Eastspring Investments MY Focus Fund. KGF was later after switching from 1 US fund at a minimal loss. Then this yr around Feb 2015: added another 6000. Now return total at 4.11%. If separate out: RHB-OSK Big Cap China Enterprise Fund -1.59% CIMB Principal Asia Pacific Dynamic Income - 1.65% Affin Hwang Japan Growth Fund +3.34% Eastspring Investments MY Focus Fund +10.52% ( Started 2014) Kenanga Growth Fund +4.03% (Started 2014) Manulife Investment China Value Fund +0.27% Phillip Master Money Market Fund +1.14% |
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Jun 22 2015, 08:22 PM
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#7
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OK..Updated here...my FA sold my KGF and Eastspring fund....
Left: Affin Hwang Japan Growth Fund CIMB Principal Asia Pacific Dynamic Income RHB-OSK Big Cap China Enterprise Fund Manulife China Equity Fund |
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Jun 22 2015, 10:26 PM
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#8
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851 posts Joined: Jan 2003 From: Anywhere |
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Jun 22 2015, 10:27 PM
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#9
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851 posts Joined: Jan 2003 From: Anywhere |
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Jun 22 2015, 10:28 PM
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#10
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QUOTE(yklooi @ Jun 22 2015, 09:36 PM) FSM is still giving China 5 stars rating.... Japan is still below Fair PE value according to the latest FSM valuation... FSM is also giving Asia Pac Region 5 stars rating..... Most importantly Algozen's ball is still heavy onto China....(and I think the ball also does not want to kick into Bolehland) as for risk or diversification appetite.....I think your FA should know you better and more qualified than me so I cannot comments....(who knows how it will fair) Good luck.... |
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Jun 22 2015, 10:36 PM
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#11
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QUOTE(MUM @ Jun 22 2015, 10:32 PM) how do you "evaluate" the performance of the FA? do you set a "goal" / target returns things? then i up the investment by roughly another 6000... as long as no rugi can d..... i had PM agent b4...no advise..nothing...bought there and need to monitor myself..... already bz with KLSE....one leg kick with work d..... |
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Jun 22 2015, 11:10 PM
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#12
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851 posts Joined: Jan 2003 From: Anywhere |
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Jun 22 2015, 11:14 PM
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#13
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(MUM @ Jun 22 2015, 10:42 PM) Did he/she charges you yearly AUM maintenance fees or something like that? or He/She only charges you for the Sales Charges when buying into fund(s)? used to hv GE agent, then he quit, my policy dono give who handle... then Alliance agent, oso quit...dono give who to handle... fed up having so many agents but none really service oriented....... ngam ngam hor this FA is my relatives cousin....having 1 FA, access n do many things for me...... on how she earn, i have no idea...... |
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Jun 23 2015, 09:37 PM
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#14
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QUOTE(MUM @ Jun 23 2015, 07:09 AM) OIC... After sell, back to here : Phillip Master Money Market Fundearlier you posted that your FA sold off KGF and EI funds... where is the money being switched to? 1) KFG bond and EI bond or 2) switched to Money market fund (Cash mgmt. fund) of DIFFERENT fund house or 3) Cashed out and waiting to reenter when the time is right or 4) topped up into existing available funds? Reason for selling KGF and EI. 1. 1MDB next repayment in July. 2. Fitch may downgrade Malaysia rating. 3. Heavy Foreign sell in KLSE. So KGF and EI local fund will be affected. Buy low sell high. That's what my FA told me la...... |
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Jun 23 2015, 09:40 PM
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#15
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QUOTE(neojack @ Jun 23 2015, 10:29 AM) Well, if agent cannot answer my question, for what I want to get the agent. As long as got hardworking, service and client oriented, the agent will get more clients instead. if make me earn, i happy, i invest more(at least i will ask why invest here n there - knowledge purpose)....win win situation.... |
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Jun 29 2015, 07:22 PM
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#16
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phew...lucky i exited klse n local funds b4 market crash.....lock in profit.....
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Jun 29 2015, 10:40 PM
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#17
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851 posts Joined: Jan 2003 From: Anywhere |
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