Q: How do I know the usage of credit and available credits ?
A: To view your credits that had been utilized, go to MY INVESTMENTS> VIEW HOLDINGS> BY FUND NAME, then click ‘Historic Transaction’ at the bottom of holding page.

You are able to view available credits in your holding page (see attached image) as well as during Intra-Switching steps.

just a note of caution:
Q: What will happen if I switch more than the available credit?
A: If you switch more than the available credits, tier charge will be applied as per usual. The credit remains to be utilized for future switch transactions.


https://www.fundsupermart.com.my/main/faq/0...dit-System-2001

This post has been edited by T231H: Apr 21 2018, 08:07 AM


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just a note....not all bond funds has platform fees.

Schroder is expecting it to be 4.29% by end of next year, thus I think they are investing with that in mind already....
https://www.fundsupermart.com.my/main/resea...-Apr-2018--9692

that is what the charts says.....
since you have it since Feb last year till now and if it shows so much lesser....Can you check with FSM? maybe it can help correct mistakes on variance?...then tell us

btw,...the UOB website obtained factsheet shows a lot of ROI for that period too......
wondering why yours is so little at a mere 7%?

This post has been edited by T231H: Apr 24 2018, 04:27 PM


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I think there was an almost similar post by you before.......
I think it ends with....to DCA, hold or move out is an individual choice, bcos it has other factors to consider too....
ex,
your current allocation in that regions, is it still within your initial plan or are you feeling hot/numb to current happenings?
do your need for some monies to be used for other things in the coming months?
do you still have faith in UT as a investment vehicle?
etc,.

just to add abit more.
if you trust FSM, goto this to see the star rating...
https://www.fundsupermart.com.my/main/resea...tarRatings.svdo

use the FSM Chart center to see how this fund are doing relatives to the other peers

call up FSM CIS for some serious evaluation on your risk profile.

if in doubt,...best is stay put for a while......check out ASN FP funds.....use the money intended for top up into UT to buy into ASN FP funds.
maybe you will find that ASN FP suits you more than UT as a asset growing vehicle.


This post has been edited by T231H: Apr 25 2018, 08:15 PM

I think it should be
ASN fixed price funds....
teasing me

maybe you have read this....
Top Dividend Stocks For Your Portfolio
Here are our top dividend SG stocks that may warrant a place in your portfolio!
https://secure.fundsupermart.com/fsm/articl...-Your-Portfolio

but it was published in Jan....well after 3 months......what do you think? Are you having some of this in your watch list already?

just do take note of your desired % of allocation for that region/country/sector.....
one might unintentionally over buy or over allocate thus might become an emotional burden.

I think they cannot every month change as per performance..... the FSM risk rating are kind of "fixed".....the Max for bond is 5 ....which is specially allocated for bonds focusing on sub grade corporate bonds
https://www.fundsupermart.com.my/main/resea...riskrating.html



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just few days ago, you talked about the 3.0% magic numbers....
Then yesterday, FSM came out with this article.....

Everyone is Worrying about the 3% US 10-year Treasury Yield
April 27, 2018
Concerns about the trade war appear to have eased, at least for the moment, but that does not make investors worry-free.
Recently, the markets have shifted their attention towards rising US interest rates.

https://www.fundsupermart.com.my/main/resea...sury-Yield-9705

Be Wary Of Chasing Performance; Focus On 'Unimpressive Markets' & Value

It's difficult not to chase. Humans are generally emotional creatures as much as we hate to admit it.
At times, our rationality could be influenced by our emotional states, leading us to make sub-optimal decisions or mistakes.
................
Year-to-date, some of the top performing market segments include the technology sector (tech stocks) and certain emerging and frontier markets (Vietnam).
Their impressive performance thus far has caught on the attention of many from around the world.

https://secure.fundsupermart.com/fsm/articl...-iotw-16-mar-18

something about Thailand.....

This post has been edited by T231H: Apr 28 2018, 07:52 PM


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read post 13420 page 671

the performance shown in the chart from FSM is not same as the chart from the UOB fund factsheet?

you bought in FEb 2017,.....
Feb 2017 till end Jan 2018....it goes up abt 50%
unless you top up alot of % at the peak,...it should not be just 7%
bcos assuming the peak 2 Feb till 15 Apr 2018 drop abt 4% only

did you top up a lot of % over the original value?
(over 5x the over the original value?)

while waiting for responses,...
this may be of interesting read

Rising Bond Yields and Strengthening Ringgit Hit Foreign Bond Funds
https://www.fundsupermart.com.my/main/resea...Bond-Funds-9651

Fundsupermart.com KL Panel Discussion & Penang Seminar: What’s Next for Malaysia Post-Election?

Kuala Lumpur
19 May 2018, Saturday
10.30am (Registration) - 12.30pm
Scoop, Level 8, Menara Dion
27, Jalan Sultan Ismail
50250, KL.

Penang
26 May 2018, Saturday
11am (Registration) - 1.30pm
Bayview Hotel Georgetown
Sri Mutiara, Level 16/P
25-A, Farquhar Street,
10200 Penang.

https://www.fundsupermart.com.my/main/resea...-Election--9716


Malacca & Johor Seminars: Malaysia’s Economic Outlook Post-Election & Introduction To Managed Portfolio
Malacca
18 May 2018, Friday
7pm (Registration) - 9.20pm
Eco Tree Hotel
Oak and Cedar, Level 1
1, Jalan Melaka Raya 9,
Taman Melaka Raya, 75000 Melaka.


Johor
19 May 2018, Saturday
2pm (Registration) - 4.10pm
Holiday Villa Hotel Johor Bahru City
Diamond 3, Level 10
No. 260, Jalan Dato’ Sulaiman,
Taman Abad, 80250, Johor Bahru

https://www.fundsupermart.com.my/main/resea...-Portfolio-9718


This post has been edited by T231H: May 2 2018, 12:16 PM

nice seeing you still posting here...I think you will need the help of idyllrain again...

some interesting data on duration of impact....

Markets Won’t Stay Down For Long
The street is overwhelmingly bearish if the opposition wins. We are on the contrary, bullish.
Any new government will want to generate confidence for the market and overall population.
This fading of uncertainty should bring investors back to the market.

Ultimately, we think markets will end up higher in less than a month than pre-election with this new government – barring any unforeseen global macro overhang and a smooth transition of power is achieved.
We take comfort in the fact that major regime changes in overseas markets only had short-term negative impact to their respective markets.

The Thai military coup of 2014 drove out foreign investors but strong domestic liquidity boosted the market for a full recovery within 6 days.
The correction from Brexit only lasted 3 trading days.
Similarly, the impact from Donald Trump winning the US presidency lasted just 3 hours.
The unfavourable referendum for Italian PM Matteo Renzi only had a 3 minute negative effect.

http://affinhwangam.com/post-ge-14-a-new-m...t-for-malaysia/

Which one’s better?
There’s no “better” choice as it depends on your risk profile and investment objectives.
ETFs can be a good choice if you think you’ve got the expertise to navigate the world of stocks on your own and you’re seeking market performance.
If you’re just starting out or don’t have the time to manage your investments and prefer to leave it to the experts, then unit trusts, which may offer potentially higher market returns, could be a more suitable option for you.

"NOT TRUE" you said?
go tell it to the author.....
http://www2.aviva.com.sg/money-banter/etf-vs-unit-trust/