CIMB-PRINCIPAL ASEAN TOTAL RETURN FUND
URL: http://fundsupermart.com.my/main/fundinfo/...umber=MYCIMB017

Ponzi 2.0 wants to apply for the CIS-compliant:
URL: http://www.cimb-principal.com.my/News-@-No...ncome_Fund.aspx

This post has been edited by David83: Sep 4 2015, 12:41 PM

FSM Fund Choice: 2 Years Down The Road!

It has been two years since we took the initiative to launch the “FSM Fund Choice” series! While it has just been two short years, the “FSM Fund Choice” series has served well as an excellent tool to introduce investors to variety of funds on our platform.

Given the wide range and amount of funds (258 funds as the time of writing) on our platform, it might be quite daunting for investors to process all of the funds’ information (fund fact sheets, semi-annual/annual reports, prospectus, etc.) and figure out those that best suit their investment objectives and fit in their portfolios. This is where these monthly FSM Fund Choice articles can fill the gap, serving as shortcuts for investors to gain exposure and knowledge on opportunistically-selected recommended funds or good quality funds available on our platform, more like the seasonal picks that restaurants have in their menus. These funds were selected based on features such as performance, resiliency, investment universe, investment strategy or even due to the fact that these funds allow investors to tap into regions/countries that we believe have decent upside potentials and could add value to their portfolios. Table 1 below shows a list of fund choices that we have suggested over the past year:

OUR TAKE ON PORTFOLIO POSITIONING

At this juncture, we continue to overweight equities vis-à-vis bonds, given that the former still poised to deliver higher potential return as compared to the latter. Asia ex-Japan region has always been a sweet spot for investors to invest in and we remain very positive on this region given its potential higher growth and its relatively cheaper valuation after the correction. In terms of single country investments, we prefer nations in the North Asia region, such as Hong Kong and China, and remain underweight positions in Southeast Asia’s countries such as Thailand and Indonesia. On the bond side, being cognisant of the risks of rising interest rate environment going forward, we suggest investors to avoid longer-duration developed sovereign debt while opting for shorter duration bonds that are less sensitive to interest rate changes. Investors can also consider Asia and EM bonds that sports relatively attractive yield spreads among its peers, allowing investors to enjoy higher potential return within the bond space, although investors need to take note that these bond segments come with relatively higher credit risks.

CONCLUSION

While our list of Recommended Unit Trusts (The Most Anticipated Recommended Funds 2015/16 is OUT!) serves as a starting point for investors, this FSM Fund Choice serves as a complement to it, providing investors with more details on good quality funds available on our platform. Investors who are determined to take a more active role in fund selection and portfolio construction should consider looking into these fund choices.

For investors who have enquiries related to these fund choices or the portfolio construction process, they may contact our friendly Client Investment Specialist (CIS) Team at cis.my@fundsupermart.com.

URL: http://fundsupermart.com.my/main/research/...-the-road--6260

FSM Fund Choice: Libra AsnitaBond Fund [September 2015]

Amid recent volatility in equity markets, investors may be discouraged from equity investments even though the fall in markets have brought valuations to more attractive levels. As investors ride through expected near term volatility, we believe a solid bond fund would help to stabilize the portfolio and deliver decent yields at the same time. Attractive yields, negative correlation with equity markets and a strong track record are the reasons why we have chosen Libra AsnitaBond Fund.

CONCLUSION

Diversification is a bread and butter concept in the investment world but its importance is only often recognized during the market turmoil. Notwithstanding the old adage of “Don’t Put All Your Eggs in One Basket”, it is also crucial for investors to know how to choose a good “basket” in order to reap a good investment result from a well-constructed portfolio during these volatile times. As Islamic bonds/sukuk provide good value in terms of diversification and yield, we believe Libra AsnitaBond Fund, which has an outstanding historical performance, should be nonetheless a great “basket” for investors who wish to gain some exposures in the Islamic fixed income market.

URL: http://fundsupermart.com.my/main/research/...mber-2015--6265

Fund URL: http://fundsupermart.com.my/main/fundinfo/...number=MYLIBABF

MUM If you noticed, my portfolio is very heavy in Asia ex Japan and there's no fixed income funds in it too! LOL ...

My portfolio gain for August didn't come from Asia ex Japan. I have nearly 20% in CIMB GTF and Aladdin fund.

Yes.

Foreign funds net sellers in week ended Sept 4 at RM631m

KUALA LUMPUR: Foreign funds continued to sell down their stakes in Malaysian equities in the week ended Sept 4 with net selling at -RM631.5mil while they were also net sellers at -RM209.2mil last Friday itself, according to BIMB Securities Research.

Last Friday, the FBM KLCI lost 13.59 points or 0.85% to close at 1,589.16, pushed down by banking and gaming stocks. Trading participation saw net selling by foreign institutions while local institutions and retail were net buyers.

URL: http://www.thestar.com.my/Business/Busines...631m/?style=biz

Apa ini?

Where's the link?

China forex reserves in record fall as Beijing tries to calm markets

SHANGHAI/BEIJING (Reuters) - China's foreign exchange reserves posted their biggest monthly fall on record in August, reflecting Beijing's attempts to halt a slide in the yuan and stabilize financial markets following its surprise move to devalue the currency last month.

China's reserves, the world's largest, fell by $93.9 billion last month to $3.557 trillion, central bank data showed on Monda

URL: http://finance.yahoo.com/news/china-forex-...-112635491.html

No redemption fee doesn't mean that you don't have tax penalty.

Tax penalty is incurred by PPA or regulator not PRS provider. PRS provider needs to deduct it during the redemption.

Good news for local bourse?

Malaysian ringgit bounces back

PETALING JAYA: The ringgit bounced back to cross 4.25 against the greenback yesterday, marking a confidence factor for markets and likely to strengthen further in the coming weeks, according to currency strategists.

URL: http://www.thestar.com.my/Business/Busines...back/?style=biz

Announced so early. Ex date so far away:

FUND NAME	GROSS INCOME DISTRIBUTION RATE	EX DATE
CIMB-Principal Global Titans Fund	RM 0.05 per unit	29-Oct-2015

nexona88: I think he meant the fund first time declares distribution.

No interest rate hike by Federal Reserve. US market opens > 1% lower!

Idea Of The Week: Learn This For The Long Haul [18 September 2015]

In this week’s “Idea of the Week” segment, we share with investors five pieces of investment wisdom from some of the greatest investors.



1. Warren Buffett: It's better to hang out with people better than you. Pick out associates whose behaviour is better than yours and you'll drift in that direction.

This quote illustrates Warren Buffett's infinite thirst for knowledge and learning more from informed individuals. One way Fundsupermart.com facilitates this learning is through our flagship seminars such as What and Where to Invest seminar and Recommended Unit Trusts seminar. In fact, there is an upcoming SEMINAR: Time To Buy Or Time To Run? on the 26th of September 2015, where Aberdeen Islamic Asset Management Sdn Bhd and AmFunds Management Berhad will be giving their outlook on Malaysia equity market.


2. Peter Lynch: If you can follow only one bit of data, follow the earnings - assuming the company in question has earnings. I subscribe to the crusty notion that sooner or later, earnings make or break an investment in equities. What the stock price does today, tomorrow, or next week is only a distraction.

Earnings growth is a good indicator of a market or a stock's upward potential. Therefore, if you have a Apple iPhone or Android smartphone, you can keep up to date with the latest earnings estimates by downloading the FSM Mobile app for free.



3. John Templeton: Diversify. In stocks and bonds, as in much else, there is safety in numbers.

John Templeton was one of the first investors to actively seek investing opportunities outside of the US. This global approach to investing resonates with our own mission statement, ‘To help investors around the world invest globally and profitably’. But beyond that, it’s important to diversify across weakly-correlated assets, classically a diversified portfolio of stocks and bonds, and with funds at a sales charge ranging from 0% to 2% on Fundsupermart.com, building a diversified portfolio is accessible to all investors.



4. Charlie Munger: It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.

Charlie Munger says it best when he says his edge comes down to being less stupid, rather than being smarter. Here at Fundsupermart.com, that means staying invested in a diversified portfolio, and watching valuations for buying opportunities, rather than being affected by market headwinds and noises which can influence one's sentiment.



5. Benjamin Graham: You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right.

Finally, from the man who literally wrote the book on value investing, comes a quote on the importance of being independent, and not letting the crowd sway your judgment - a key factor to successful value investing.


URL: http://www.fundsupermart.com.my/main/resea...mber-2015--6320

This post has been edited by David83: Sep 19 2015, 10:32 PM

You'll see the effect from tomorrow's posting NAV.

What are you seeing now is last Friday's NAV.

Europe market drops nearly 2%. Any reason?

This post has been edited by David83: Sep 22 2015, 07:42 PM

You can grab from here if you can't wait:

http://www.aberdeen-asset.com.my/aam.nsf/m...iaAIAMSB/prices

Actually it has been updated since around 2pm/3pm at its page:

http://fundsupermart.com.my/main/fundinfo/...umber=MYCIMB007