Get it from Morningstar. A sample is given in the attachment...
Correlation coefficients range from -1 to +1, higher value indicates more positive correlation.

This post has been edited by river.sand: Feb 26 2016, 04:40 AM


Attached thumbnail(s)

just in case you wanted to know/learn more about correlation.....

What is Correlation? - Part 1/4
explain the concept of correlation
http://www.fundsupermart.com.my/main/resea...?articleNo=4919

Correlation Between Assets - Part 2/4
The aim of this article is to explore the relationship (correlation) between asset classes, sectors and major markets.
http://www.fundsupermart.com.my/main/resea...?articleNo=4948

The Mathematics of Diversification - Part 3/4
The aim of this article is to explain the mathematics behind the concept of diversification.
http://www.fundsupermart.com.my/main/resea...?articleNo=4978

How To Use Correlation To Build Portfolios - Part 4/4
The aim of this article is to extend on The Mathematics of Diversification and prove the benefits of portfolio diversification using real historical data.
http://www.fundsupermart.com.my/main/resea...?articleNo=5000

recently read a local article cant remember where, either comparing KGF vs EPF or Amanah Saham. The article said KGF one of the best performing, after minusing the sales charges, management fees, the actual return per year is 8% only? I thought it was higher. Maybe I was wrong all these while

are you looking for this?
Most Consistent EPF-Approved Funds in 2015
http://www.fundsupermart.com.my/main/resea...ds-in-2015-6702

or this?
KENANGA GROWTH FUND WINS BEST PERFORMING EQUITY MALAYSIA FUND (5 Years & 10 Years)
https://www.kenangainvestors.com.my/KIB/KIB...s%20Winning.pdf



This post has been edited by T231H: Feb 27 2016, 12:07 PM

This is by fsm. The one i saw was from ringgitplus or something cant remember.
Anyway bonds on average after minusing all the fees and dales charges on average wont exceed 6% return right. Hovering at around 5 to 6 per cent nett.

regarding your concerns about the mgmt. fees, trustee fees, sales charges...pls refer to post #1...there are information regarding this concerns...

Thanks. Reading them now.

Good day to all, I have started investing in FSM at December 2014 and my current worst fund performance should be on RHB Big Cap China Enterprise Fund. Should I sell this fund amid to China slowdown and enter to CHina related funds again when China shows sign of recovery, or should I continue hold it? Thank you in advance. Cheers.

if you had invested in DEC 2014 on BIG Cap China.....till now you did not lose/gain much.....
so as usual....some would want to hold and some would want to top up and some would want to sell.
In the end, it still depends on which route it would bring more happiness to you.
I would say is, you still need China in your portfolio....
if the % allocated is below 10%...just leave it there
if below 7%,...keep adding slowly till 10%
if > 10%....ask your self why you want so much % in the 1st place....then ask again is your risk appetite still allows it?

what do u think of CHina and asia pacific in the next 2-3 years, optimistic or gloomy

there are still some monies to be made whether it is gloomy or not.
ex...
last year most are gloomy on M'sia...yet still got some M'sia performed well
Gold...is still gloomy...yet at times Monies can still be made...like if one were to bought into it last month.

see what FSM says lately about those region for a 3 yrs time frame?
it is indicated by their STAR rating...
http://www.fundsupermart.com.my/main/artic...pdf_Summary.pdf

This post has been edited by T231H: Feb 28 2016, 09:38 AM

Algozen™ is gung-ho on Malaysia again. I am increasing my exposure from 25% to 35%. I use ESISC as proxy to M'sia exposure. (KGF and ESI MyFocus is also good to go)

I am reducing Ponzi 2.0 from 33% to 25%. Ponzi 2.0 is still the best Asia-Pac xJp fund in the FSM universe.

The remaining will be in CIMB-Titan.

Xuzen

This post has been edited by xuzen: Feb 28 2016, 10:04 AM

I gung-ho on Xuzen. Topup KGF, ESI Myfocus and ESI SC.

To reduce on Ponzi2

Idea Of The Week: Where to Invest in 2016 [26 Feb 2016]
http://www.fundsupermart.com.my/main/resea...-Feb-2016--6831

Can v trust fund managers?

no sure about others...but as for me...if I intend to buy UTs...I have to trust them.
but of course it had to perform (within almost the same as others of same mandate) over time

Thank you for your reply. My exposure on China (mainly on HK) is quite high, since I'm holding Ponzi 1.0 Ponzi 2.0 and RHB China Big Cap. I have realised that CIMB China equity performs better than RHB Big Cap although the return is also in negative territory. Wonder should have changed to that lol

MY market is not too stable right now.
More downside compare to upside.

true also due to the oil price and politic sentiments.

what s your suggestion ? developed markets better ?

anyone read "personal wealth" the pullout from the edge weekly ?

this week it's featuring Lee Sook Yee talking about her kenanga growth fund and outlook for the year

Can share her plans n tot here?