Jun 29 2018, 05:07 PM
QUOTE(T231H @ Jun 27 2018, 07:05 PM)
Unknown to what specific input you need....
FSM had provide some comments on this fund
"CIMB-Principal Greater China Equity Fund
CIMB-Principal Greater China Equity Fund topped the list of Recommended Unit Trusts this year with its superior performance and low expense ratio. Based on our methodology which assesses the fund’s performance (60% weighting), risk and expense ratio (20% weighting each), the fund claimed the first position out of four funds under the Sub Regional Equity - Greater China category.
Performance-wise, the fund ranked first over the past one-year to five-year periods on a cumulative basis. In terms of calendar year returns, the fund has also ranked first in 2014 as well as 2016 and ranked second in 2012, 2013 and 2015 respectively. The fund has relatively stronger resilience, with lower max drawdown and downside volatility as compared to its peers' average. In terms of annual expense ratio, the fund has a lowest annual expense ratio of 1.8% as compared to its peers, indicating the ability of the fund to deliver strong performance without incurring higher costs for the investors.
The fund adopts an active fundamental approach with a focus on companies that grow shareholder value in the long term. Hence, the fund will seek to identify companies with sound fundamentals, high level of earnings visibility and those with a commitment to growing shareholder value over time
For investors who would like to invest in the Greater China region, we advise them to include this fund as part of their supplementary portfolios. While the fund is denominated in RM, there is foreign currency exposure as the underlying securities which the fund holds are quoted in their respective local currencies.
[Commentary based on data as of end-March 2017, unless otherwise stated]"
Yeah , this is 2017 data. looking for some undervalued ut/ or so to startFSM had provide some comments on this fund
"CIMB-Principal Greater China Equity Fund
CIMB-Principal Greater China Equity Fund topped the list of Recommended Unit Trusts this year with its superior performance and low expense ratio. Based on our methodology which assesses the fund’s performance (60% weighting), risk and expense ratio (20% weighting each), the fund claimed the first position out of four funds under the Sub Regional Equity - Greater China category.
Performance-wise, the fund ranked first over the past one-year to five-year periods on a cumulative basis. In terms of calendar year returns, the fund has also ranked first in 2014 as well as 2016 and ranked second in 2012, 2013 and 2015 respectively. The fund has relatively stronger resilience, with lower max drawdown and downside volatility as compared to its peers' average. In terms of annual expense ratio, the fund has a lowest annual expense ratio of 1.8% as compared to its peers, indicating the ability of the fund to deliver strong performance without incurring higher costs for the investors.
The fund adopts an active fundamental approach with a focus on companies that grow shareholder value in the long term. Hence, the fund will seek to identify companies with sound fundamentals, high level of earnings visibility and those with a commitment to growing shareholder value over time
For investors who would like to invest in the Greater China region, we advise them to include this fund as part of their supplementary portfolios. While the fund is denominated in RM, there is foreign currency exposure as the underlying securities which the fund holds are quoted in their respective local currencies.
[Commentary based on data as of end-March 2017, unless otherwise stated]"
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