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 Public Mutual Funds, version 0.0

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adele123
post May 9 2017, 02:27 PM

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QUOTE(acmilan01 @ May 9 2017, 01:10 PM)
Hi, any PRS fund recommend, just want to take advantage of gov rm 1000. the agent is recommend me Public bank PRS Strategic Equity Fund
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May sound kinda like a sales person asking you to buy A and not B, but may I direct you to fundsupermart?

They don't charge sales charge and you can invest in any of the other 7 prs provider.
adele123
post May 11 2017, 09:57 AM

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QUOTE(acmilan01 @ May 11 2017, 12:41 AM)
i just view fundsupermart, may I know how you screening the fund? there are too many.
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Under funds info, there is something called fund selector. You can filter out all the prs funds and you can select from there. In short, fundsupermart is just an agent, but corporate agent, not charging upfront sales charge. So they represent 7 out of 8 of the prs providers, approved by ppa. The only one they dont represent, obviously is public mutual.
adele123
post May 11 2017, 07:40 PM

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QUOTE(repusez @ May 11 2017, 05:44 PM)
fsm do charge sales charge just that they capped their upfront sales charge to max 1.75% and everything is DIY , ie need to post the form to their office after you sign the form, or in the case of EPF forms , need to do the stamping of thumb print by yourself.

though some of the PRS that they have are free of upfront sales charge.
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I know that they do charge sales charge. The not charging part is on prs. Which I admit, I wasn't being specific enough.

adele123
post Aug 6 2017, 04:00 PM

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If perform switching from equity fund to bond fund, the mutual gold points should remain right?


adele123
post Aug 7 2017, 05:28 PM

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QUOTE(j.passing.by @ Aug 6 2017, 04:54 PM)
Yes, switching has no effect on the total number of points.

You loose points in a redemption (re-purchase) in the equivalent amount, RM1 = 1 point. And only when there are points in that fund's account.

Say, you switch out RM6000 from Fund A, which have RM8,000 and 5,000 points, to Fund B. Fund A will then be RM2,000 and 0 points, and Fund B is now RM6000 and 5,000 points.

If you later fully redeem Fund A, the points are still in Fund B.
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Thanks. Kinda make sense.

Will also study your list of funds few post back. Sadly my observation of public mutual funds are, the local centric funds arent doing thatsomething great.
adele123
post Jan 20 2018, 09:06 AM

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QUOTE(kradun @ Jan 19 2018, 10:48 PM)
As of 18/01/18, valued at RM 32,757.

okla, better than nothing.  cry.gif
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You may want to share which funds. < 6% in that period for equity funds is really bad though.
adele123
post Nov 11 2021, 04:44 PM

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Hi all, i'm new to public mutual and trying to manage some small fund for my mother. i notice that public mutual does not make it that easy to access their fund report if you dont hold the fund.

example i own Fund A. i want to switch to Fund B. i can't see what is the annual fund report for Fund B. can only see PHS. what website will be good source? i notice morningstar does have top holdings information from googling, wonder any other easier to refer source, like how eastspring, kenanga just publish it every month.

 

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