most probably YES.....did your a/c holding of that fund still have a "D" logo?

Guys with funds having holdings in alibaba, good time to top up

I topped up principal greater china, principal dynamic growth, and global emerging markets. They all have baba and Tencent in the top holdings. Maybe others will have better suggestions.

found this, chipped in to assist you...
Alibaba & Tencent %

Hi, may I know why is it good time to buy/top up unit trust with top alibaba & tencent holdings? Thanks.

From SC webinar

KEY TAKEAWAYS
1. Vaccine distribution, fiscal and monetary policy support, bond yields, the US Dollar weakening and the Value vs Growth debate are five factors that will likely define financial markets in 2021. We expect these to benefit equities, credit and multi-asset income strategies, ‘vaccinating’ them against optically elevated valuations.

2. The rapid development of COVID-19 vaccines suggests 2021 is likely to be a better year than 2020
- We expect most major equity markets to perform well. Within equities, Asia ex-Japan ranks highest in our preference order, followed by the US.
- Within bonds, Asia USD, Emerging Market bonds (the USD and local currency) and Developed Market High Yield bonds are attractive.
- Within currency markets, we expect the USD downtrend to gain momentum. The EUR and AUD are likely to be prime beneficiaries of the USD downtrend.

3. Potential risks include hiccups in vaccine distribution and/or any virus mutation. There is also the risk of policy mistakes through tightening too early and the future of trade relations.

Tentative Plan for now:

- Topup on my current china portfolio (greater china)
- Increase my allocation of AsiaXJ in my portfolio by adding Principal Asia Pacific Dynamic Income Fund - MYR
- Looking around KAF Tactical Fund & KAF Core income fund to increase my exposure in local

Any advice or sharing are always welcome

what are the funds do you have in your UT portfolio? what are the % of each of them?

as you mentioned you wanted ASEAN,...then why not Asia pac?...but to know why...thus need to know if you have Asia Pac in your port already and how big allocation into it?

what are the funds do you have in your UT portfolio? what are the % of each of them?

as you mentioned you wanted ASEAN,...then why not Asia pac?...but to know why...thus need to know if you have Asia Pac in your port already and how big allocation into it?

it would be a useful tool/info (for me and may not for others), to try use an excel sheet to compile the countries and % allocated for each of the countries.....data can be obtained from each of the Fund Factsheet....then try to compile the total allocated in each of the country/region in relation to all the funds in your portfolio. then evaluate which you think is lacking/over allocated to adjust if ncessary.

you can also do it in sectorial basis if you want too.

One of my transactions got caught yesterday, emailed FSM they say didn't receive due to the service interruption. Called banked and now they opened report for me. 

I noted a mistake in Fledgeling's post. It should be 0.5% p.a., not 0.5% per quarter. Thanks for pointing up.

As for why fund houses are not taking any fee from FSM portfolio, actually they are taking fees, if you look into each fund's individual report, you will notice the charges. The charges are incurred whether you buy the fund directly (without portfolio) or indirectly (part of a portfolio).

Illustrating this with Kenanga Growth Fund, https://www.fsmone.com.my/admin/buy/factshe...heetMYKNGGF.pdf

The annual management fee is 1.5%. A portion of this is trailer fee to FSM, and the rest is profit to the fund house and to cover the cost of fund management. Fund houses also take a portion of the subscription fee, I think. I am not aware of any "profit-sharing schemes" between iFAST and the fund houses though.

You can read more on the charges payable to fund houses below: 

https://www.investopedia.com/articles/inves...-make-money.asp

Oh wow all China market is red red ...will it continue going down or pick up again soon? Is the china bull over? Haha

Emerging Markets bond funds holders....just a note...

Rate hikes coming to emerging markets
Alarm bells are starting to ring across emerging markets as countries brace for a new era of rising interest rates.

After an unprecedented period of rate cuts to prop up economies shattered by Covid-19, Brazil is expected to raise rates this week and Nigeria and South Africa could follow soon, according to Bloomberg Economics. Russia already stopped easing earlier than expected and Indonesia may do the same.

Behind the shift: Renewed optimism in the outlook for the world economy amid greater US stimulus. That’s pushing up commodity-price inflation and global bond yields, while weighing on the currencies of developing nations as capital heads elsewhere.
https://www.bangkokpost.com/business/208391...debt-at-records

how many % of it is in your portfolio?