Maybe still can consider topping up down but profit taking some time latter. Right now the discount is too good to refuse ?

I don't actually have any Greater China funds in my portfolio at the moment, though I do hold Affin Hwang Absolute Return Fund II, Affin Hwang Select Asia (Ex Japan) Quantum Fund and CIMB-Principal Asia Pacific Dynamic Income Fund - MYR. The first one I guess is the closest to a Greater China Fund.

Added together, these add up to about 25% of my current portfolio, so I think I'm okay. I'm actually holding more than that in bond and cash funds because I've been expecting a downturn for a while now.

Cimb dynamic income has VERY substantial Greater China.

If AH absolute return II afffected in this recent correction ?

good idea....top up now to try to take the possible potential opportunity...then when it bounce back...do the rebalancing as the new year is coming and the soon to be held seminar and the usual discount on where and what to buy for the new 2018 fiscal year...

Yeah, AH Absolute Return II absolutely cratered over the last month. But I'm still up on the year however. I would buy into it if I could but it's closed.

For me it this is an easy choise. Ponzi 2 for sure. Price correcting + promo service charge 08%. Double happiness.

The fund manager 'promises' that he will actively manage the fund. I am curious if he is active enough to be able to cash out right on time.

This post has been edited by puchongite: Dec 8 2017, 10:19 AM

What fund is this? cant seem to find in FSM...

still holding and expecting a more % of falling downturn to come ?
or have already disposed of how many % of this "war chest "of bond and cash fund in this 2 weeks correction to try to take the possible potential?

Closed for investment already. Open to high net worth individuals some time back.

http://affinhwangam.com/list-of-funds/whol...ds/#toggle-id-1

Looking to deploy some of this now but unlike seemingly most of you, I'm comfortable with maintaining a large proportion in bond funds over the long term. FSM classifies my portfolio as a balanced one and I rather like the stability this brings.

as long as one is happy and steadfast with it

mind to share what type of bond fund?

Thank you

I'm boring so I just follow the FSM Recommendations. Mostly in Eastspring Investments Bond Fund.

no idea bro, assume kenanga benchmark KLCI main index, but very tanky, drop 1% only.. no wonder it is the top fund for long term investment.

You can get what funds Interpac invested in here...:

Interpac semi-annual report

You guys never read fund's report??

Since last week, i've switched 5% of total portfolio from Affin Hwang FI to Affin Hwang EQ, using credit at FSM.

When bonus come in by mid Dec, i will topup Affin Hwang FI, to go back original FI/EQ ratio.

Hopefully, market rebound soon.

Content in Annual/ Semi Annual Report is updated Every Year/ 6 months. By the time the report is published, at least 2 month had been passed.

That's y, a monthly updated factsheet is more useful to understand the holding, to forecast the up/down of NAV when doing purchase/ withdrawal.

However, Inter-pac seems only update their factsheet every 3 months, not monthly. Moreover, they only list the top 3 holdings without stating the % of the holding.


To who looking at index to guess the NAV of today. Actually, a better way is insert the top 10/ top 5 holding to watchlist of Bloomberg and cal the "weighted average" using excel,

Like this : - Ponzi 2.