This one simple, just use 100 less current age = percentage to hold in equity UTF.

For example if auntie is 45 years old, then 100 less 45 = 55% to hold in equity UTF, 45% in fixed income UTF.

Xuzen

This post has been edited by xuzen: Aug 29 2016, 01:46 PM

ya....i followed u
i switched my greater china to RHB asian income fund @ 0.57% sales charge..switched all of it
because
1. greater china recovered, now back to red a little...switch it all out while only suffer very minimal lose compare to few months ago
2, xuzen also recommended RHB asian income fund

Well, i started off with these two funds, hence 50% each. As my first income is coming, I would like to plan on my next move - to purchase new funds or dca on currentone? the reason i chose these two funds is because they both yield 15% ror according to simulator. I knew past performance does not determine the future one, but analogically speaking you wouldnt want to lend your money to a guy who does not have a good track record right.

And the two funds are highly recommended.

But i value your opinion. in fact, I am following this thread tightly to decide on my next move.

Introducing RHB Private Equity Opportunity Fund 1

Launched on 28 July 2016, RHB Private Equity Opportunity Fund 1 is a new private equity solution by the RHB Asset Management Berhad. RHB Private Equity Opportunity Fund 1 is a feeder fund that feeds into RHB Private Equity Fund 1, with an emphasis of achieving a target return of 15% to 20% gross internal rate of return (IRR) per annum over a lock up investment period of the 7 years. The target fund will be investing primarily in the US (80% to 90% of its NAV) -a region where the manager believes has a favourable regulatory environment for private equity investments.

https://www.fundsupermart.com.my/main/resea...-Portfolio-7432

Good idea to do allocation in equity utf.

TQ bro Xuzen

Ponzi 1 jumped 2.28% today... hahaha

Good observation...

Is there any events tat trigger big jump?

Most Asian Index Futures Pace U.S. Rebound; Oil Holds Above $47
http://www.bloomberg.com/news/articles/201...-holds-above-47

It breaches the 1.5000 level too!

Oh, so simplistic ke... I thought got some complex calculations also. Do you take the FI portion in RHB Asian Income fund as part of the FI allocation by age?

For discussion purposes, I know I advocated for RHB Asian Income fund for its stability for more than a year now. But when EQ picks up again, RHB Asian Income returns will pale in comparison compared to its pure EQ peers. Make sense to top up ponzi 1.0?



This is 1 year returns for some of the popular funds in this thread

But Ponzi 1.0 is concentrating in small to mid cap stocks.

Have to.

I see more mid-caps than small-caps, hence it's relatively lower volatility compared to pure small cap funds like Eastspring's.

This post has been edited by Pink Spider: Aug 30 2016, 11:57 AM

fml gaji haven't come out. how to buy now? need to dig into my emergency savings to utilize the promo. shit.

What's the deadline for the fund to go in on Thursday.

This post has been edited by Avangelice: Aug 30 2016, 01:09 PM

-edit-

found the answer after lunch. just needed coffee

This post has been edited by Avangelice: Aug 30 2016, 01:55 PM

Like that I'm a little hesitated to go for EISCF

Payment must be made and CLEARED by 3PM Thursday.

Read the T&C la, DOCTOR!

thank you thank you! i just remembered who informed me. sorry busy week!

I personally put RHB Asian Income as part of the Equity allocation. It is just my risk preference. Since its volatility factor aka std-dev is around 5.XX%, you may consider this as FI portion if your risk tolerance is on the high side.

Xuzen

itu DOKTOR palsu ke betul punya dr, tak tahu baca..