Hey guys, new to this. What funds would you recommend to get exposure to global equities and fixed income with a 80/20 ratio; something similar to Vanguard Lifestrategy.
Fundsupermart.com v14, Happy 牛(bull!) Year
Fundsupermart.com v14, Happy 牛(bull!) Year
|
|
May 29 2016, 08:29 PM
|
![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
1,267 posts Joined: Oct 2007 |
Hey guys, new to this. What funds would you recommend to get exposure to global equities and fixed income with a 80/20 ratio; something similar to Vanguard Lifestrategy.
|
|
|
|
|
|
May 29 2016, 10:54 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
5,143 posts Joined: Jan 2015 |
QUOTE(don8ld @ May 29 2016, 08:29 PM) Hey guys, new to this. What funds would you recommend to get exposure to global equities and fixed income with a 80/20 ratio; something similar to Vanguard Lifestrategy. sorry, I am not sure what Vanguard Life strategy is but if you want something like the attached image....can try FSM MY site.... click on RESEARCH, then RECOMMENDED PORTFOLIOS...... Attached thumbnail(s) |
|
|
May 30 2016, 12:49 AM
|
![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
1,820 posts Joined: May 2010 From: Kuala Lumpur |
QUOTE(T231H @ May 29 2016, 10:54 PM) sorry, I am not sure what Vanguard Life strategy is but if you want something like the attached image.... Vanguard LFS has different tiers from 100 down to 20 (being the % in equities, the remainder bonds) mostly developed and small amount of EMcan try FSM MY site.... click on RESEARCH, then RECOMMENDED PORTFOLIOS...... To replicate this through FSM would probably need Global Titans for developed markets, Eastspring GEMF for EM, then a bond fund |
|
|
May 30 2016, 01:09 AM
|
![]() ![]() ![]()
Junior Member
311 posts Joined: Mar 2010 |
QUOTE(don8ld @ May 29 2016, 08:29 PM) Hey guys, new to this. What funds would you recommend to get exposure to global equities and fixed income with a 80/20 ratio; something similar to Vanguard Lifestrategy. Is there any particular reason why you're not buying Vanguard outright, instead of trying to mimic the exposure/performance? |
|
|
May 30 2016, 08:32 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
All Stars
14,929 posts Joined: Mar 2015 |
QUOTE(T231H @ May 29 2016, 10:54 PM) sorry, I am not sure what Vanguard Life strategy is but if you want something like the attached image.... can try FSM MY site.... click on RESEARCH, then RECOMMENDED PORTFOLIOS...... QUOTE(rjb123 @ May 30 2016, 12:49 AM) Vanguard LFS has different tiers from 100 down to 20 (being the % in equities, the remainder bonds) mostly developed and small amount of EM in the recommended portfolios as posted by T231H, FSM is using AIWEF instead of Global Titan for developed marketTo replicate this through FSM would probably need Global Titans for developed markets, Eastspring GEMF for EM, then a bond fund |
|
|
May 30 2016, 10:01 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
8,188 posts Joined: Apr 2013 |
got this from the email....
Dear valued investors, I would like to introduce you a very useful tool in FSM - Portfolio Simulator. The portfolio simulator is a tool that allows you to simulate the performance of the portfolio based on different back test period. BENEFITS OF THE PORTFOLIO SIMULATOR 1. You can add funds into the portfolio simulator and back test the performance of the portfolio. 2. You can compare the return for same portfolio with or without rebalancing. 3. You can view the fund performance across various periods from as short as 1 week up to 10 years (where applicable) expressed in % and money value. 4. You are able to download the portfolio simulator result in PDF format for record keeping purpose. 5. You are able to decide the % allocation of each funds in your portfolio simulator. HOW TO USE THE PORTFOLIO SIMULATOR? 1. Go to FUND INFO >> PORTFOLIO SIMULATOR 2. Key in Initial investment amount for a portfolio investment. 3. Select Back Test Period & rebalancing strategy. 4. Select Funds and key in the % allocation in portfolio. 5. Click Analyze Portfolio 6. Result will be show in Chart and Pie chart. To get more details, you may browse this page New Feature : PORTFOLIO SIMULATOR https://www.fundsupermart.com.my/main/portf...tPortfolio.svdo? Please do not hesitate to contact us if you need any assistance. Thank you and have a pleasant day. Regards, |
|
|
|
|
|
May 30 2016, 11:26 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,294 posts Joined: Dec 2005 |
How long does eUnitTrust take to credit money into bank account for UT selling? It has been three days already since I have sold one of my funds.
|
|
|
May 31 2016, 09:10 AM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
10,001 posts Joined: May 2013 |
Awaiting FSM Fund Choice for June 2016
|
|
|
May 31 2016, 10:19 AM
|
![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
1,498 posts Joined: Nov 2012 |
QUOTE(yklooi @ May 30 2016, 10:01 PM) got this from the email.... Good stuffs! Dear valued investors, I would like to introduce you a very useful tool in FSM - Portfolio Simulator. The portfolio simulator is a tool that allows you to simulate the performance of the portfolio based on different back test period. Regards, |
|
|
May 31 2016, 12:32 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
All Stars
48,503 posts Joined: Sep 2014 From: REality |
QUOTE(yklooi @ May 30 2016, 10:01 PM) got this from the email.... wow nice Dear valued investors, I would like to introduce you a very useful tool in FSM - Portfolio Simulator. The portfolio simulator is a tool that allows you to simulate the performance of the portfolio based on different back test period. BENEFITS OF THE PORTFOLIO SIMULATOR 1. You can add funds into the portfolio simulator and back test the performance of the portfolio. 2. You can compare the return for same portfolio with or without rebalancing. 3. You can view the fund performance across various periods from as short as 1 week up to 10 years (where applicable) expressed in % and money value. 4. You are able to download the portfolio simulator result in PDF format for record keeping purpose. 5. You are able to decide the % allocation of each funds in your portfolio simulator. HOW TO USE THE PORTFOLIO SIMULATOR? 1. Go to FUND INFO >> PORTFOLIO SIMULATOR 2. Key in Initial investment amount for a portfolio investment. 3. Select Back Test Period & rebalancing strategy. 4. Select Funds and key in the % allocation in portfolio. 5. Click Analyze Portfolio 6. Result will be show in Chart and Pie chart. To get more details, you may browse this page New Feature : PORTFOLIO SIMULATOR https://www.fundsupermart.com.my/main/portf...tPortfolio.svdo? Please do not hesitate to contact us if you need any assistance. Thank you and have a pleasant day. Regards, |
|
|
May 31 2016, 02:21 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
10,001 posts Joined: May 2013 |
One-Minute Plunge Sends Chinese Stock Futures Down by 10% Limit
http://www.bloomberg.com/news/articles/201...own-by-10-limit |
|
|
May 31 2016, 06:10 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
5,143 posts Joined: Jan 2015 |
QUOTE(Kaka23 @ May 29 2016, 08:10 AM) QUOTE(wil-i-am @ May 29 2016, 08:12 AM) https://www.fundsupermart.com.my/main/resea...lar-funds--7133 |
|
|
May 31 2016, 08:40 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
5,143 posts Joined: Jan 2015 |
Malaysia’s Economic and Equity Market Update May 31, 2016 https://www.fundsupermart.com.my/main/resea...et-Update--7142 |
|
|
|
|
|
May 31 2016, 09:11 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,815 posts Joined: Feb 2012 |
QUOTE(wil-i-am @ May 31 2016, 02:21 PM) One-Minute Plunge Sends Chinese Stock Futures Down by 10% Limit Futures.http://www.bloomberg.com/news/articles/201...own-by-10-limit How will it affect common stocks? |
|
|
May 31 2016, 10:01 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
5,890 posts Joined: Sep 2009 |
QUOTE(yklooi @ May 30 2016, 10:01 PM) got this from the email.... This is interesting but quite troublesome for me to key in UT 1 by 1 and enter the % allocation.Dear valued investors, I would like to introduce you a very useful tool in FSM - Portfolio Simulator. The portfolio simulator is a tool that allows you to simulate the performance of the portfolio based on different back test period. » Click to show Spoiler - click again to hide... « Regards, Also problem for those who have more than 15 funds, not enuff slots. Anyone knows of any shortcut way, like using UTs shown in our FSM portfolio and somehow copy/paste or translocate them all to the FSM simulator?? |
|
|
May 31 2016, 10:06 PM
|
![]() ![]() ![]()
Junior Member
368 posts Joined: Jun 2013 |
|
|
|
May 31 2016, 10:09 PM
Show posts by this member only | IPv6 | Post
#817
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
10,001 posts Joined: May 2013 |
QUOTE(voyage23 @ May 31 2016, 10:06 PM) Me as I have registered |
|
|
Jun 1 2016, 01:04 PM
|
![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
1,498 posts Joined: Nov 2012 |
QUOTE(guy3288 @ May 31 2016, 10:01 PM) This is interesting but quite troublesome for me to key in UT 1 by 1 and enter the % allocation. Perhaps a wishlist for FSM undercover agent here would be -Also problem for those who have more than 15 funds, not enuff slots. Anyone knows of any shortcut way, like using UTs shown in our FSM portfolio and somehow copy/paste or translocate them all to the FSM simulator?? Have the simulator function to auto insert our current porfolio as portfolio 1 and portfolio 2 is what we can play with so we can determine how we want to switch fund/change strategy There's $$$ in switching charges for FSM This post has been edited by dasecret: Jun 1 2016, 01:04 PM |
|
|
Jun 1 2016, 01:58 PM
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
10,001 posts Joined: May 2013 |
EPF Bundle Promotion June 2016 June 1, 2016
Enjoy 0.5% promotional sales charge when you and your friends (or friends only) submit 3 EPF submissions. https://www.fundsupermart.com.my/main/resea...-June-2016-7145 |
|
|
Jun 1 2016, 03:15 PM
Show posts by this member only | IPv6 | Post
#820
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,815 posts Joined: Feb 2012 |
I am confused how bond fund's platform fee works
Anyone care to explain? RHB Asian Total Asian Fund Initial Cost - 1,500 Current Cost - 1,499.42 (down 0.58) Platform Fee Sell: Units Sold - 0.93 Sale Price - 0.6049 Amount - 0.56 NAV on the day platform fee was charged: 1453.33 0.05% of that is 0.73 |
|
Topic ClosedOptions
|
| Change to: | 0.0382sec
0.82
6 queries
GZIP Disabled
Time is now: 12th December 2025 - 09:18 PM |