it is better to check with forummer kimyee as he has some indicator pointers and was reported to be doing well will "gold" funds...
but since it will be just pocket money/loose change...just go in-lor, for the adrenaline rush 

Shouldn't the promo only start at 8.45am when the event starts ?

50+ years of history have not show that the ringgit is favorable. 

Hmm... seems like today also got SC discount   

I thought that should be system triggered? i.e. once past the day, SC will auto revert to normal? 

Or FSM is being generous here? 

According to the article, it encourages portfolio rebalancing on annual basis instead of monthly etc. I am wondering if rebalancing on annual basis is practised by most investors here especially when FSM frequently does fund fair / promotion like 0.5% / 0.57% / 1.0% sales charge throughout the year. Perhaps forumers here can share? For myself, I am actually rebalancing on monthly basis, however this have not significantly change my bond & equity proportion.

Guys, I think this Saturday I can make some funds available to put into FSM. I haven't created an account yet (want to do it as late as possible to stretch out the one month 1% promo charge).

So just some quick questions to get an idea by when I should do the following:

1) Is the account creation process instantaneous or takes a few days? When to get started?

2) Is it instant to transfer funds into FSM or takes a while? When to do this if I want to have a certain amount of funds available this coming Saturday?

Thanks!

Anyone been tried walk in to fundsupermart office in KL for filling form?
I am thinking do so, since have some free time in KL.

Actually I have to disagree with your conclusion that "how much difference timing can make" by looking at AIYH's portfolio. His portfolio is rather diversified in region. Sure, at the moment his global/developed nations funds are doing great and MY funds are not doing well; but if situation reverses in the next few months assuming Trump is a disaster as expected; then the reverse would happen and his portfolio would still be growing positively on an overall basis albeit lesser compared to those who bet on the right horse every time. But seriously, which retail investor can do that all the time?

It's very different from what you proposed, to only focus on funds that you think has potential to make a lot in the short term and switch everytime the fund lose steam.

Does it like a bank need take number of just a very simple office with counter only?
I was intended to fill form for transfer and also filling epf switch form.

FSM 0% Manulife 0.83%. I expect it be positive.

I'll try. I'm currently stuck at the distribution date calculation. not that good when distributions happen. hate when it happens.

Brothers I need some help,

I switched eastspring small cap to Eastspring Global Emerging markets somewhere in November. I wanted to compare the scenario of holding vs switching around the time I made that decision but eastspring small cap had a distribution the other day so that skewered the comparison.

here's my historical transaction

Eastspring Investments Small-Cap Fund 2016-12-01 4,739.37 RM 0.6678 - 0.00% RM 3,164.95

Eastspring Investments Global Emerging Markets Fund 2016-12-01 RM 3,164.95 - RM 0.3087 10,252.51

this would be a good case study for argument holding vs active switching that we had a few days. the problem is that the distribution, I don't know if I actually made money from it or not. how do you compute this

Must be different date. But if in doubt, the own Unit Trust Management Company webpage's NAV should overide any third party website's NAV.

Xuzen

Guys, I just noticed that the funds using foreign mother funds are all lagged one day behind the stated NAV date. Like for example, the US markets are still open yet there is a price for the Schroeder Small and Mid-Cap Fund used by the RHB US Focus Equity Fund for the date of 9 Jan 2016, which should be impossible. This is true for all RHB, CIMB, TA etc funds that are based on a foreign mother fund.

So, essentially when the date is stated as 9 Jan, it is actually showing the results from 6 Jan.

However, this is not true for purely local in-house operated funds, be they Malaysian or SEA/APAC/Asian funds.

Just thought this is an interesting thing to share with you all.

I am considering going all in on US funds soon but retaining 20% local. The Asia/APAC/GC funds have all kind of over performed so far these past 2-3 weeks, and they will likely run out of steam when Trump gets inaugurated. Meanwhile the US funds have been mixed, so far with no substantial returns.

I need to do some more research but I am very worried about the strength of the Asian performance. I am nearly 6% on GC and 4.5% on Asia/APAC funds. Surely it has to hit a slump soon...

Stay tuned as I do more research on this matter.

What do you guys think? Will Jan 20 signal a reversal of fortunes in the short term (3-6 months) for US funds, at the expense of EM/APAC funds?

2 weeks. Since 27th December.

It's true man. Look at the performance of the Asian/AsiaPac/China funds below. Compare it to the Global/US/EU funds. It's clear to see the rally in the Asian stocks vs Developed markets. Soon the tables will be turned.

Day to day performance gain/loss:



Cumulative raw performance gain:

What you observed is correct, but you only caught the later part of the curves.

The earlier part of the curves were that US has been going up and up sharply since after presidential election, and during the time China was up and down and averagely flat, and APAC was all the way one direction going down !

The question is whether when reading trends, are we supposed to only account for the latest trend or we should also consider the earlier ones.

In other words you entered the Asia market at the best timing when there was a flow of foreign fund back to Asia, and US seems to be at the tail of the Trump effect ( which I suspect still have some further rooms ).

My reading of the trend.