KENANGA INVESTORS BERHAD TO ACQUIRE LIBRA INVEST

https://www.kenangainvestors.com.my/KIB/KIB...ra%20Invest.pdf

LibraAnista Bond fund...no more same performance liao in future?....

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They promoted but with some added notes....

"Currently, we are still maintaining an overweight stance in equities vis-à-vis bonds as we still see further potential upside from on possible trade resolution.
Within equities, we are keeping a positive view on Asian equities, especially Chinese equities because of its attractive valuation and long-term growth story.

Regardless of the market condition out there, we continue to advocate investors to practice diversification when it comes to managing their investment portfolios.
In the late stage of an economic cycle, there is no short of a list for investors to worry about, but that doesn’t stop one from staying invested.

The key to do so is to have a balanced mix of equities and bonds which will help an investor to navigate through both good times and challenging times."

https://www.fundsupermart.com.my/fsmone/art...rns-Over-1Q2019

I take is......have a diversified portfolios, invest moderately and be true to ones' own risk appetite and with money that are not going to be touched for a few years........

on any clear and normal days....most people will remember that....
but during days of emotional shock of those not prepared or invested with short term money, invested with over confidence.....
many would curse and swear on those things are not followed....

most of the times it is emotional investment that drives the investment.....

most importantly it is their money and their shiok that matters....
soon some would realised that UT is not their cup of tea.

you just discussed it these 2 days.....
today they published their thought about it...

FTSE Russell Review and What You Can Do About It
British index provider FTSE Russell has placed Malaysia government debt on it's watch list, with possibility of removing MGS from FTSE World Government Bond Index.

In this article, FSM MY share their views on this matter with investors.
By: Tan Wei Yine | Published on Apr 18, 2019

https://www.fundsupermart.com.my/fsmone/art...Can-Do-About-It

How many % are in kgf in relation to yr investable asset?
How many % are in kgf in your unit trust portfolio?
Any other m'sia focus fund in your ut portfolio?

Last month alone it +7.5%....
thus from last month till now it is still PLUS wor...

your KGF is now down -14%....it needs to PLUS +16% to break even without including the opportunity cost lost.

you have 17% of KGF in your port
17%KGF and 83% anista Bond.

may I suggest that you reduce this KGF to 7% and switch this 10% to Asia Pac or Greater China region
KGF 7%, Aisa Pac or Greater China 10%, Anista 83%

maybe that is why...

FSM placed this as the fund choice of the month

FSM Fund Choice: Eastspring Investments Small-Cap Fund [May 2019]
Malaysia equities have underperformed their regional peers in 2019 thus far. In this article, we share our views on the small-cap segment of the domestic economy and how investors could tap into these growth opportunities via Eastspring Investment Small-Cap Fund.

https://www.fundsupermart.com.my/fsmone/art...-Fund-May-2019-

maybe that is why......
to some people, it is better to do periodic investment like DCA...as DCA had been said to take the emotion factor out of the investment.

last year some forummers had been shouting about timing the markets, wait for it come down to -20% or -40%.....but as shown, at times when the buying target arrives......they are still hesitate and wanted to continue to wait.....
when wanted something one will give reasons, when one does not want something one will gives excuses....both are always right.
no right or wrong...it is their posts and their money.

the current best time was for those that are "forced" to buy due to tax relief purposes.......those that bought PRS in DEC 2018 + tax break %....huat abit lah....
but will DEC always be the "BEST" time?

If you look at the chart posted by MUM you will see this 'discount' rate.... That is even before Trump's tweet.
Now the 'discount' is even more

try this....
see how FSM in 2014 construct their portfolio.
if you wanted to seek RETURNS...try the aggressive portfolio option.

Portfolio Construction Process
https://www.fundsupermart.com.my/fsmone/art...portfolio!-

Not ALL bond funds in FSM has platform fees.
There are no platform fees in other channels.

mind sharing which Date has a 4% drops in a day?


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if the number is correct or no typo error,
and if no dividend distribution...
then must be a default in loan paper.

if that is the case.....not the first time they kena hit with default of loan.

in the meantime I will just wait for after raya to get the number from FSM...

then that is BAD

just checked Bloomberg...RHB bond fund drops 2.26%....

maybe/most probably because of this.....

RAM Ratings has downgraded the rating of Bright Focus Berhad’s RM1.35 bil Sukuk Musharakah (2014/2031) to BB1 from A1.
Concurrently, the rating has been put on Rating Watch, with a negative outlook.
The downgrade is premised on the severe impairment in Bright Focus’ debt-servicing metrics following further unanticipated advances by its 96.8%-held subsidiary – Maju Expressway Sdn Bhd (MESB or the Company) – to the ultimate parent company (Maju Holdings Sdn Bhd), in addition to a deterioration in MESB’s projected annual cashflow.

Bright Focus’ sukuk rating downgraded to BB1 and put on negative Rating Watch
Published on 03 Jun 2019.
https://www.ram.com.my/pressrelease/?prviewid=4986

Kidsave has about 14% of it



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if I recalled correctly...abt 2 yrs ago,...Affin hwang also did establish a few currency classes for their funds


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affin hwang did not specifically mentioned that...but I think they are meant to cater for those who wanted to be more "adventurous" and have more options to try to grow their asset value ....after the serious depreciation of MYR against regional currencies and USD some years back...

googled and found this from FSM....but not for the affin hwang fund....

Unit Trusts: Differences Between The Various Share Classes
In this section, we explain the difference between the various share classes offered by unit trusts.
https://secure.fundsupermart.com/fsm/articl...s-share-classes

No right or wrong...
in the "old" years (some years back)....most would suggest plan the allocations, built a portfolio, invest for long terms, let the FMs manage them for a few years to see how it goes....
now even Algozen also made changes many times within a year....

no right or wrong....like yklooi mentioned