Why you choose public ai and not tech funds on FSM?

something that I don't understand even after years of investing in funds. What do they really mean when take money off the table but retain some exposure? Do they mean to rebalance? Suppose you have only 5% in tech funds and they make a lot of money, say 40%, do you mean to cut it to 3%?

Another weird thing is, if you look at the composition of almost every single fund, exposure is highest towards tech companies. Be it alibaba, tencent, jd, and telecoms in China, vs Apple, MSFT, AMZN FANGS, tesla etc in US.

While, I do wholehearted agree with the fact that Tech is far too expensive and should come down, I wonder how to play it with funds, especially mutual funds. ETF's are not so difficult.

in the context of mutual funds, switch to what???
I am wondering now, switch to bond funds, or switch to other themes? Because, as I suggest most equity funds have an abundance of tech in composition. Its more easy for me to go to share market and select Public bank than find an equity fund that does not so much tech in it.

Gogo china and apac

long time didnt login to check the fund performance. what a pleasant surprise to see this 2 :

Greater china at +41%
dynamic income fund at +38%

Anyone have their eyes on Indonesia fund?
I have some bullet ready for the once-a-year (0 sales charges) but still looking around.

Current Portfolio: (High-Risk Appetite)
25% on China,
15% on Malaysia,
10% on Asia ex Japan
40% on Global and
10% on Emerging

Sector is quite diversify I would say, although I am tech-guy, where 30% is specifically on tech fund.

Have my eyes on Indonesia fund or the Affin Hwang Select Asia (Ex Japan) Quantum Fund - MYR.

Anyone can share their opinion?

yea two reason, one is because of the region as my current portfolio not much on that, another one would be small/mid cap expose.
I am holding the affin hwang asia ex japan opportunity fund, and its doing well atm.

will definitely relook on the option for asia ex japan, my appetite now is more on asia as I feel the trend is coming this year

Just wondering if I switch from United Global Healthcare (switch fee 1%) to United Global Tech (switch fee 0%), the switching still impose a 1% fee?

Thanks for the info, no plan to change yet, was just wondering only

Affin Hwang Asia x Japan Dividend 👍

Do you know which fund will have more Finance specific sector?

Does anyone know which got fund holding Nvidia comp ? 

Finding a fund that hold a company doing AI and I think Nvidia + ARM architecture might come out somethings special in future

Exactly my feeling but sometimes keep quiet don't want to spoil everyone's mood when everyone so bullish on China A shares.

whats ur view on this fund compared to amchina a-shares? Am considering to buy some china a shares during the upcoming 0% sales promo (yeah part of fomo in me lol)

Although amchina seems longer in the market but looks like this united's target fund aint too bad as well, launched in fsm sg in aug 2020 and returns almost 27% to-date

A-Shares has been rallying quite strong lately followed by HK. Maybe too strong?

u are right in some way.

i cant say when is the right time to go in. maybe yes, maybe no.

selfishly i also wish it goes up coz i hold position since Apr 2020 (+75%)

Amchina DCA is 5k

I wish i have such deep wallet.

Ya the sector allocation for AM looks slightly better imo, at least they have a portion invested in the financial sector whereas united dont. But for long term dca then united is more easily accessible as not many can fork out rm5k for each dca/topup. Nvm still hv time to think think for now haha
Extremely nice return there at 75% in less than a year. Hopefully one day i am able to select funds that can give me such returns  lol

so kiam siap. for attendies only. damn...

i would like to utilize the credit earns. Thought RHB cash management fund 2 is not applicable to switch to equity with credit?

Register liao...

0% sales charge seems like a good deal.
Maybe I will top up United Great Dragon Fund

Great !  Which fund house offer 0% S charge ? Tks.

i wonder. what do u all see in this fund? seems like the hype is there