Is anyone else having their funds going from decent performers during pre-covid and now dropped to bottom 10-15 worst funds in their category/class?

This post has been edited by RigerZ: Oct 28 2022, 09:49 PM

Hi folks,

Is it the right approach to periodically compare your UT holdings performance with other funds of the same category?

When I first started investing, I bought Affin Hwang Select Asia (Ex Japan) Opportunity Fund because at that time I was a total newbie and saw the fund in FSM's recommended list for 2019, so I just follow and buy lor . All was good up till Covid, where I remember I had about 15-20% returns

Now 3 years later I see there is this Quantum fund that is totally outperforming the Opportunity fund.

In this kind of scenario, does one just jump over to the better fund?

Add: Am aware these two funds are China/Hong Kong heavy which may not be ideal to invest in, given their current situation

This post has been edited by RigerZ: Dec 26 2022, 11:35 AM


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Eh guys


No angpaus from FSM this year?

Checked but till today dont have...

Ranting/venting a bit tonight.

I had been previously holding:

AmTactical Bond Class B (ATBCB)
AmDynamic Bond (ADB)

Somewhere around mid 2021 I sold off all of ADB and kept ATBCB

Since late 2021 ATBCB then nosedived spectacularly, while ADB went up steadily


I'm trying to understand how is this possible when both of them are similar (majority allocation in corporate bonds)

Is is something to do with ATBCB allocating foreign bonds and local Gov bonds?

When reading the annual report, ATBCB keeps pointing to US treasury rates for the decline, but then so many other bonds are doing well? :grrrr:

Hmm yes. I have noticed all the other bond funds doing well are very heavily/ only allocating local bonds. Such is my luck I sold off the wrong fund at the right time

I langsung tarak receive last year

I received the 2 years before that lol

Where does this come from?

This post has been edited by RigerZ: Jan 23 2024, 11:09 PM