Anyone invested in NikoArm Disruptive fund SGD? biggest holding is Tesla approximate 9% of their fund portfolio.

sadly they only give like 1-2 packet for each member
super duper limited
so i don't use it, i keep it and only use for very special occasion

Been in since a week ago or so , Been contemplating to top up more , currently up by 5.5% or so?

Am also invested in JP morgans tech fund for china as well as Malaysia Titan fund.
What are your personal recommended holding periods for tech funds such as these?

   

Unit split for United Global Technology Fund - MYR dated 26 jan 2021

2:1 (every 1 unit held on the entitlement date will be split into 2 units)

I know,
But good fund after that will up up lagi 😁😁😁
After split cheap ma.....

i think don't need to worry when the fund is global.
This problem seen in local mandated fund. Take KGF, huge fund but only mandated for KLSE....small pond. No opportunities hence underperform.
If your fund is global...its a big pond...plenty of opportunities and your RM is peanuts change when go to US.

Interesting thought. What is it about FB that you don't like ?

Affin Hwang World Series – Next Generation Technology Fund is an open-ended wholesale feeder fund that ultimately feeds into the BlackRock Global Funds - Next Generation Technology Fund.

May I know what it means "wholesale feeder fund"

No matter which angle i see it, FSM Managed Portfolio trumps investing through RM.
1. lower starting fees
2. Actively managed port vs initial start up advice.
3. Flexible port that adapts to economic outlook vs still having to manually adapt according to RM advice ...if the RM still contacts you after sale (and potentially having to pay further inter switching fees)
4. access to multiple fund house. RM usually push their own bank products

i still find DIY more satisfying

Hi all,  i attached my portfolio here for discussion,  do i need to adjust any percentage ?  Any possible improvement ? Tks.
        Fund                                                                %
1 Affin Hwang Select AP (Ex Jpn) Balanced Fund - MYR 1.3
2 Affin Hwang World Series - Global Disruptive        5.5
3  Innovation Fund - MYR Hedged                                15.0
4 AmChina A-Shares - MYR Hedged                        5.3
5 Manulife China Equity Fund                                        6.2
6 Manulife Dragon Growth Fund - MYR Hedged        10.7
7 Manulife Investment Greater China Fund                1.2
8 Pheim Asia Ex-Japan Fund                                        1.2
9 PMB Shariah Growth Fund                                        10.8
10 Precious Metals Securities                                        6.0
11 RHB China India Dynamic Growth Fund                  7.0
12 RHB Gold And General Fund                                2.5
13 RHB Gold Fund - MYR                                                7.0
14 RHB Shariah China Focus Fund - MYR                        6.2
15 RHB-GS US Equity Fund                                        3.5
16 TA Global Technology Fund                                        1.3
17 United Global Quality Equity Fund - MYR Hedged        3.2
18 United Global Technology Fund - MYR                          2.3
19 United Global Technology Fund - MYR Hedged        1.3
20 United Golden Opportunity Fund - MYR Hedged        6.0

Samesame. Alibaba, Tencent, Taiwan Semi. The big three everyone has in it´s portfolio, big or small. As usual with all these Ex Japan Asians. Yeah, running good at the moment, I hold all these stocks, but if one fund loses, all other will do the exactly same. You need to diversify. And maybe ask yourself the question if you not can do these totally basic stock investments, the three mentioned plus Ping An, AIA, Samsung, BYD ... by yourself.

In my opinion a unit trust where you pay sales charge and management fee should be able to provide something special that we cannot do so easy by ourself.

I am trying to establish my core portfolio too but like one of the comments here .....I find selecting the right UT a difficult task. Perhaps maybe because of the wide ranging options available.

Therefore, I am looking at FSM managed portfolio as part of the options too. Any experience on this. Would like to hear some opinion.

I have done some reading and feedback before going into FSM. Did consider SA but choose FSM cause it had been around longer than SA and safety and background check all tick.

FSM hard part is selecting a basking of funds. Too many spoilt for choice. So far I had selected 3 and all are recommended by FSM list. Don't plan to do the RSP thing just have to monitor the NAV price and buy at dip if possible.

My target is moderately aggressive though tend to be on safer side

Hi guys. I see that fsm Singapore has a fee structure that uses an overall platform fee minus the sales charge. Similar to their current fee structure for the bond funds on the fsm Malaysia platform currently. My fear is that eventually the Malaysian platform may adopt a similar fee structure too, considering the bond fund changed from upfront sales charge to platform fee couple years back. This is concerning especially in my case since I plan to invest for the long term (at least 30 years ++). Based on the math an overall platform fee will have major impact on performance compared to one that has an upfront sales charge only (even if it is 5.5%). This is so for investments that exceed 20 years. In my case I would be accumulating for 25 years before having to withdraw funds. Does anyone else feel the same? Would it be better to just DCA into normal upfront sales charge funds. Of course at present there are no platform fees for equity/balanced funds (phew). Just a concern. I guess I’m being quite paranoid about something that has not even happened yet.