Kuala Lumpur, 12 November 2015 - TA Investment Management Bhd (TAIM) has declared a unit split of 1:10 (one
additional unit for every ten units held) for TA European Equity Fund (TAEURO) to the registered unit holders of the Funds as at 11 November 2015.
http://aclick.tainvest.com.my/InternalUser...011.11.2015.pdf

not as what I expected....
for a portfolio returns of 4.31% since August....they are promoting this as 1 of the reasons

Why Such Stellar Performance?
Rebalancing regularly to “buy low and sell high”

Our professional investment team adopts discipline and cautiousness to monitor your investment closely, as well as regular rebalancing and risk control to “buy low and sell high”. The keys to a successful rebalancing strategy include “how often”, “how far” and “how much”, which all can only be appropriately done with the experience, knowledge and professional analytical tools of investment experts.

http://www.fundsupermart.com.hk/hk/main/re...articleNo=10736

since 28 Aug till 11 Nov my ROI up 7%

This post has been edited by yklooi: Nov 13 2015, 09:52 PM

I did not tell the other end of the story....
from 29 May till 28 Aug, my portfolio ROI was down MINUS 5.5%

IF only I had this diversified portfolio which included EQ and Bond funds
my IRR for 2 full years investment would be easily > 20%

IF only.......I knew....
should I start one now?


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guess it depends on what types of bond funds...not all are created equal

3 Strategies for Bond Investors
With the Federal Reserve holding interest rates at the September 2015 meeting, we offer three strategies for bond investors to consider.
iFAST Research Team September 18, 2015

1.Maintain a shorter duration approach when choosing bonds
2.Increase exposure to high yield corporate credit
3.Look out for selected opportunities in the 2-year to 5-year bond segments

https://secure.fundsupermart.com/main/artic...Investors-10846

you talked about me?....
2 1/2 years is at 5% IRR


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http://www.rhbgroup.com/products-and-servi...gement-sdn-bhd/

got this from FSM...
Q: How do you calculate dividend amount and reinvestment units?

A: Reinvestment units = Dividend Amount/ Reinvest Price

don't ask me what that means....

please enlighten.....

thanks river.sand for the clarification.
100k + 10% (profits) = RM110k portfolio value.
profit drops 43% (RM4300) = portfolio value drops 3.9% (RM110K/RM4300) which means

profit drops = portfolio value drops BUT
profit value drop =/= portfolio value drop

current popular funds according to FSM My is
http://www.fundsupermart.com.my/main/fundinfo/topFunds.svdo

perhaps try forming a portfolio of funds?...
http://www.fundsupermart.com.my/main/resea...y-Portfolio--59
http://www.fundsupermart.com.my/main/resea...-Nov-2011--1753
http://www.fundsupermart.com.my/main/resea...Investors--3285

based on the timing of past distribution exercises....I think it is most probably due to that...


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just a few days ago....November 27, 2015
FSM highlight 3 things investors can do to better position their portfolios in anticipation of a Fed rate hike.
Author : Fundsupermart
http://www.fundsupermart.com.my/main/resea...27-Nov-15--6556

post amended....(updated) thanks to Kimyee's highlights
got this info from FSM after query...
"......an annual fee of RM8.48 will be charged to you. FSM will collect the PPA Annual Fee by deducting from the gross investment amount. Therefore, the investment amount for your PRS fund will be RM2991.52 instead of RM3000. However, you are still able to enjoy the tax relief of RM3000 for the respective year".
(best is to confirm with LHDN for it may change....anyway I think the taxable amount for the RM8.48 amount is just to minor for LHDN to bother much)


This post has been edited by yklooi: Dec 1 2015, 04:48 PM

it depends....on your preferences...
just a note...some forumers that had analysed them said,...currently some bond funds are as volatile as Eq funds...
no right or wrong...Just a reminder, I think you are now abt 55% in M'sia.....
if you want it...it is ok...too.
I think abt 20% to FSM recommended fund for the Bond - Malaysia (Short Duration) category; that is AmIncome Plus would be alright....that % is dependent on your preference too.

Keep Your Risks In Check
Different investments come with different levels of risks and investors need to understand and know the risks that they can stomach given the circumstances that they are in before making a decision on what to invest. We explain how Fundsupermart.com Risk Rating can help investors to identify which unit trusts suit their risk appetite.
http://www.fundsupermart.com.my/main/resea...-May-2015--5825
What is Risk in Investing? April 1, 2015
The attached note takes a look at what risk is when it comes to investing.
http://www.fundsupermart.com.my/main/resea...Investing--5688

This post has been edited by yklooi: Nov 28 2015, 07:42 PM

Malaysia By the Numbers
Malaysia: A nation rich in promise
November 2015

http://www.fundsupermart.com.my/main/resea...y-Numbers--6567

Key Investment Themes and 2016 Outlook...... November 30, 2015
We offer some investment ideas and our take on financial markets for the year ahead
Author : iFAST Research Team
http://www.fundsupermart.com.my/main/resea...16-Outlook-6560

too many words to read.....seems like buy everything.....

ECB Ready to Expand Quantitative-Easing Program Don’t Miss the Chance to Ride on QE Wave..... November 30, 2015.....
Author : Fundsupermart.com
http://www.fundsupermart.com.hk/hk/main/re...articleNo=10821