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 Public Mutual Funds, version 0.0

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heaven.33
post Jan 15 2016, 10:28 PM

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QUOTE(j.passing.by @ Jan 14 2016, 04:20 PM)
Discover the hidden growth potential of small-cap stocks to achieve higher returns over a long-term period with PB SmallCap Growth Fund.
- Invests 70% to 98% in equities, with focus on small-cap stocks.
- Up to 25% invested in foreign markets.
- Initial issues price of RM0.25 per unit during Offer Period (13 January - 2 February 2016).

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Name of Fund: PB SmallCap Growth Fund
Category of Fund: Equity
Type of Fund: Capital growth
Distribution Policy: Incidental
Launch Date: 13 Jan 2016.
Financial Year End: 30 September

Fund Objective: To achieve capital growth over the medium to long term period through investments in companies with small market capitalisation.

Investment Strategy:
PBSCGF invests in stocks of companies with small market capitalisation listed on the domestic market and selected foreign markets at the point of purchase. The Fund maintains equity exposures within a range of 70% to 98% against its NAV. The balance of the Fund’s NAV will be invested in fixed income securities and liquid assets which include money market instruments and deposits.

Benchmark:
90% FTSE Bursa Malaysia Small Cap Index; and 10% 3-Month Kuala Lumpur Interbank Offered Rate (KLIBOR).
Note: The risk profile of the Fund is not the same as the risk profile of the benchmark.

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thumbup.gif  The 1st and only small-cap fund in the PB series.
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I was also introduced to this fund...Do you think it is worth investing?
heaven.33
post Jan 16 2016, 05:30 PM

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QUOTE(j.passing.by @ Jan 16 2016, 02:09 PM)


Please also note that we cannot switch to and fro from Public funds to PB funds. I would appreciate this new PB fund as I now have a small-cap to switch from PB Islamic Equity.


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How much have you allocated for this fund? The diversified portfolio seems interesting to me, this is my first time investing in such fund.
heaven.33
post Jan 17 2016, 10:54 PM

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QUOTE(j.passing.by @ Jan 17 2016, 11:51 AM)
hmm.gif Hmmm... a simple question, and a common one that deserves a long answer.

First of all, the funds I'm holding changes over time, and I don't think my portfolio is up to the task of being a good guide or benchmark to be followed.

Everyone here in this thread and forum is of different ages, financial means, objectives, needs and also different understanding on even the most common terms. For example, my understanding of 'diversified portfolio' might be different from yours, hence I may end up being muddle and confusing to you.

Broadly speaking, I don't believed that a 'diversified' portfolio is a must to all investors.

Foremost importance to every investor is the returns on his investment; so the number one objective is getting a fund that will:
a) gives the best/highest returns,
b) that will meets his expected gains for the amount of risk he is willing to take.

The amount of risk I'm willing to take, and my expected gains I'm seeking to have is most likely different from yours as we are all inviduals with differences, as stated above.

Once you understand what I'm trying to convey here, you should have the confidence to set out on your own path and determine what fund or funds to begin with, and how much to allocate in each fund; as you are best person to truly understand yourself on what are your expectations, objectives, amount of risk willing to take, etc. etc.

It is perfectly fine to have only one fund with 100% allocated to it, if it meets your expectations. Don't simply 'diversified' for the sake of having many funds, just because you have heard or read about "diversified portfoliio".

Cheers. Think first. Invest later.
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I see...Thank you for you insights... biggrin.gif

This post has been edited by heaven.33: Jan 17 2016, 10:54 PM
heaven.33
post Jan 20 2016, 08:44 PM

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QUOTE(j.passing.by @ Jan 17 2016, 11:51 AM)
hmm.gif Hmmm... a simple question, and a common one that deserves a long answer.

First of all, the funds I'm holding changes over time, and I don't think my portfolio is up to the task of being a good guide or benchmark to be followed.

Everyone here in this thread and forum is of different ages, financial means, objectives, needs and also different understanding on even the most common terms. For example, my understanding of 'diversified portfolio' might be different from yours, hence I may end up being muddle and confusing to you.

Broadly speaking, I don't believed that a 'diversified' portfolio is a must to all investors.

Foremost importance to every investor is the returns on his investment; so the number one objective is getting a fund that will:
a) gives the best/highest returns,
b) that will meets his expected gains for the amount of risk he is willing to take.

The amount of risk I'm willing to take, and my expected gains I'm seeking to have is most likely different from yours as we are all inviduals with differences, as stated above.

Once you understand what I'm trying to convey here, you should have the confidence to set out on your own path and determine what fund or funds to begin with, and how much to allocate in each fund; as you are best person to truly understand yourself on what are your expectations, objectives, amount of risk willing to take, etc. etc.

It is perfectly fine to have only one fund with 100% allocated to it, if it meets your expectations. Don't simply 'diversified' for the sake of having many funds, just because you have heard or read about "diversified portfoliio".

Cheers. Think first. Invest later.
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Do you know a way that we can monitor the performance of our fund?
heaven.33
post Oct 6 2016, 03:37 PM

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Hi, anyone invested in PB SmallCap fund? I checked my statement and it seems like it i snot gaining.

heaven.33
post Oct 11 2016, 02:32 PM

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QUOTE(dasecret @ Oct 11 2016, 12:11 PM)
Public small cap is the highest return fund that PM has, and yet if you compare its 5 years returns with its peers, pale in comparison

[attachmentid=7736687]

Orange: PM small cap
Blue: Eastspring investment small cap fund
Red: RHB small cap opportunity
Green: CIMB small cap

And people wonder why I'm a PM basher  puke.gif
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Wow the gap is quite huge there indeed. What is your outlook on this in long term?
heaven.33
post Oct 11 2016, 04:32 PM

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QUOTE(dasecret @ Oct 11 2016, 02:38 PM)
I'm no expert. The only thing I can tell from the chart is - don't buy Public Mutual. They are the biggest and oldest no doubt, but not running the fastest at the moment.

Luckily TS is not an agent otherwise I would have been kicked out long time jor  sweat.gif
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haha...but I have already invested in this since the start of this year. Do you advise to pull out at this moment?
heaven.33
post Oct 17 2016, 02:07 PM

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When I check my statements, it always says there is no transactions...what does this mean? I have invested in Public SmallCap since early this year...
heaven.33
post Oct 24 2016, 01:22 PM

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Ignored small-cap stocks set to see revival in fortune

Good news for smallcap fund holders?
heaven.33
post Oct 24 2016, 01:23 PM

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QUOTE(T231H @ Oct 17 2016, 02:21 PM)
while you waits for responses here,
may I suggest you get the records of your purchase and contact/call up PM CS to clarify....
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Yea thank you for your reply smile.gif
heaven.33
post Jun 22 2017, 10:28 PM

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Anyone here still holding Public Bank Small Cap Growth Fund? I invested since January 2016 and also got RM 200++ profit. Should I sell it now?
heaven.33
post Jun 24 2017, 08:57 PM

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QUOTE(MUM @ Jun 22 2017, 11:22 PM)
how much have you invested in Public Bank Small Cap Growth Fund since January 2016 to get this RM 200++ profit?.
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10K, the return seems little doesn't it?

 

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