may I kay poh abit....
I read somewhere and sometime back....thus not sure if it is still so.
yes, it was still closed
no, cannot see from the website...previously can now cannot. for they wanted you to contact your consultant so that he/she can propose another one to you.

Just invested in to the Global fund. Going to sign up for the EPF one too... Particularly on PRS to get the tax relief.

PITGF PIOF mid/smallcap fund all closed for now (Islamic). can't put into my portfolio yet.

Lol. So true.

At least the consultant becomes a bit useful.

I think if you do switching then no problem.

PSMALLCAP was closed. no switch in is allowed.

Huh? Since when?

Looking at the posted nav prices today on the main Public Mutual webpage, PIOf, has the highest daily increment.

PUBLIC ISLAMIC OPPORTUNITIES FUND 0.72%

I have been holding this small-cap fund since 2014, all of them in several switches just before it closed in late Sept and it was near its annual peak then. And was gradually making the switches on its uptrend to the peak before it closed.

Its performance then went yo-yo, up and down; so there some high periods and some negative periods. Over the course of the next 3 years, in 2016, the returns were pretty flat giving very low effective returns of less than what you can get from FD.

But I hold on... maybe because of the fact that it is closed, if I switched out, I cannot get it back.

Starting this year, its performance started to climb... and climb... and climb. Turning from the worst performing fund in 2016, to be the best local fund of the year (so far this year).

At the moment, the IRR of the switches is 8.5%, with ROI of each switch ranging from 28% to 37%.

Should I take profit and switch out?

No. It has become one of my core funds. I have faith in it, that it will continue its ups and downs over the next several years, but it will eventually be among the better funds that I have invested in.

Maybe it will be reduced (from its current size of about 10% of the entire portfolio) when the portfolio is eventually restructure in its 3rd and final stage when I need to withdraw or cash-out the distributions for retirement income.

Cheers.

============

Today, when I update my portfolio's prices, PIOF +0.72% while the other funds in Greater China and Asia Pacific has sharp falls of about 1%. Overall, in the red... but still up for the month - way, way up from last month.

Today's closing:
KLCI -0.19%
Emas -0.11%
Small Cap +0.31%

HSI +1.17%
HSCEI +1.77%

=============

Most of the small cap funds are closed. The best alternative, currently - for local funds, would be those small-and-mid-cap funds:
Public Emerging Opportunities Fund
Public Islamic Ermerging Opportunities Fund

which of their funds that offer insurance again ?

PITSEQ, PIMXAF

http://www.publicmutual.com.my/FPServices/Insurance.aspx

Conventional

Public Far-East Balanced Fund
Public Tactical Allocation Fund
Public Balanced Fund
PB Balanced Fund
PB Balanced Sequel Fund
PB Asia Real Estate Income Fund
Public e-Cash Deposit Fund


Syariah-based

Public Islamic Mixed Asset Fund
Public Islamic Asia Tactical Allocation Fund
Public Ittikal Fund
Public Ittikal Sequel Fund
Public e-Islamic Cash Deposit Fund

Thank you

Newbie here. which fund is good to invest under PM now?

while waiting for responses...you may want to read this for some added info that may not be relevant to your question.

Having the proper mindset for investing
http://www.publicmutual.com.my/LinkClick.a...o9g%3d&tabid=86

Keys to Successful Unit Trust Investing
http://www.publicmutual.com.my/LinkClick.a...vbU%3d&tabid=86

Hi, i bought public Asia Ittikal Fund on 09 Oct, NAV 0.3857 let say RM 10,000.
Then how do i fill in the column of tools of morningstar as per picture attached ?


Attached thumbnail(s)

I am curious to know the current top performing funds too for Public Mutual. I did an initial investment on PITSEQ with EPF since Oct 2015 for RM12k however the return so far well i think its pretty slow

Oct 2015- RM3k
Jan 2016- RM3k
May 2016- RM3k
Nov 2016- RM3k

*Total so far RM12k invested in PITSEQ


Attached thumbnail(s)

If you have browsed through this thread, the recent posts and especially in the post titled "Do you have the money?", what you seek has been discussed and would be relevant to your query.

In short, move the local fund (Ittikal Sequel fund) to a foreign fund such as Islamic Asia Leqders Equity fund.

Lastly, invest in a regular basis instead of doing it in a one-sum fashion. You can withdraw from EPF once every 3 months.

Cheers.

============

PS. The post dated 31st July 2017 is specific to EPF-approved funds.


============

BTW Some of the funds has Personnal Insurance coverage when it is above 10k... Ittikal Sequel is one of them. If getting a free PA is one of the reasons behind its purchase, then keep this in mind before swithing out to another fund.

This post has been edited by j.passing.by: Oct 31 2017, 04:13 PM

No need to think, I calculated for you. The annualised return is 2.91% per annum, if you left the money in EPF you would have made more than double the return.

UNIT TRUST TIPU ORANG!

Thank you . I will take my time to browse through this thread