Welcome Guest ( Log In | Register )

1554 Pages « < 218 219 220 221 222 > » Bottom

Outline · [ Standard ] · Linear+

 FundSuperMart v18 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D

views
     
Steven7
post May 9 2017, 06:02 PM

Getting Started
**
Junior Member
255 posts

Joined: Apr 2008
QUOTE(dasecret @ May 9 2017, 04:47 PM)
I think this is rather personal, depends on what you want

Considering the fact that you have FSM SG's MAPS as part of your financial investment, I'd instead increase your Msia equity and/or Msia fixed income as that's something that FSM SG MAPS don't have

MAPS have quite a fair bit of BRICS and GEM exposure already; and I think use SGD to invest in those markets is better than using MYR. Consider reducing forex exposure for the FSM MY investments; I'm not sure where does MYR fate lies really
*
In fact I think am lacking small cap in my port but EI small cap has soft-close so I don't really have any Malaysia equity in mind, I already have KGF and EI equity income on my Malaysia exposure, any suggestions.

Side note, just went to FSM SG seminar again yesterday, it's going to be a quarterly review thingy now, basically, yesterday they explained the reasons behind the recent port rebalancing and the reminder that market going to be a lil bit slower starting from Q3.
dasecret
post May 9 2017, 10:39 PM

Regular
******
Senior Member
1,498 posts

Joined: Nov 2012
QUOTE(Steven7 @ May 9 2017, 06:02 PM)
In fact I think am lacking small cap in my port but EI small cap has soft-close so I don't really have any Malaysia equity in mind, I already have KGF and EI equity income on my Malaysia exposure, any suggestions.

Side note, just went to FSM SG seminar again yesterday, it's going to be a quarterly review thingy now, basically, yesterday they explained the reasons behind the recent port rebalancing and the reminder that market going to be a lil bit slower starting from Q3.
*
Actually KGF is more of a mid to small cap fund than a big cap fund. The fund correlate more to the small cap index than the klci

I think your mix of KGF and EI equity income fund is good. If you really wan to chase small cap fund can consider interpac, it's the hottest fund of the year. I'm just not sure how volatile it would be since the fund size is still very small

Thanks for the update on MAPS seminar. Since I'm not based in SG I don't have a chance to attend even if I'm invited
Steven7
post May 9 2017, 11:39 PM

Getting Started
**
Junior Member
255 posts

Joined: Apr 2008
QUOTE(dasecret @ May 9 2017, 10:39 PM)
Actually KGF is more of a mid to small cap fund than a big cap fund. The fund correlate more to the small cap index than the klci

I think your mix of KGF and EI equity income fund is good. If you really wan to chase small cap fund can consider interpac, it's the hottest fund of the year. I'm just not sure how volatile it would be since the fund size is still very small

Thanks for the update on MAPS seminar. Since I'm not based in SG I don't have a chance to attend even if I'm invited
*
Can I know which Interpac are we talking about, Dynamic Equity or Dana Safi? BTW why KAF Vision Fund is not being mentioned anywhere in the thread, is it bad? I was reading the article from FSM about alternatives to EI Small-Cap and I came across this KAF fund and the returns looked great albeit at high risk

This post has been edited by Steven7: May 9 2017, 11:40 PM
dasecret
post May 10 2017, 01:53 AM

Regular
******
Senior Member
1,498 posts

Joined: Nov 2012
QUOTE(Steven7 @ May 9 2017, 11:39 PM)
Can I know which Interpac are we talking about, Dynamic Equity or Dana Safi? BTW why KAF Vision Fund is not being mentioned anywhere in the thread, is it bad? I was reading the article from FSM about alternatives to EI Small-Cap and I came across this KAF fund and the returns looked great albeit at high risk
*
Both, although I think so far the dynamic equity seem to do better since it's not restricted to shariah investments. I'm not familiar with KAF vision fund to really comment. I think the other small cap fund maybe comparable

On an unrelated note, SC Msia just released regulatory framework on robo advisory. I've not read the details. But probably more onerous than the other countries where there's no requirements. Hopefully that doesn't deter the robo advisors to set up in Msia
http://www.theedgemarkets.com/article/sc-i...medium=facebook
mattalex
post May 11 2017, 10:13 AM

Getting Started
**
Junior Member
50 posts

Joined: Aug 2014
Anyone know why RHB Emerging Markets Bond fund dropped and flatlined over last few weeks?
dasecret
post May 11 2017, 10:21 AM

Regular
******
Senior Member
1,498 posts

Joined: Nov 2012
QUOTE(mattalex @ May 11 2017, 10:13 AM)
Anyone know why RHB Emerging Markets Bond fund dropped and flatlined over last few weeks?
*
I don't track this fund. But my speculation would be - MYR strengthening against other currencies. This is the prominent feature for foreign bond fund volatility; you would observe the same on RHB ATR and to a lesser extend, RHB Asian income
killdavid
post May 11 2017, 11:07 AM

Senior Satire Officer
******
Senior Member
1,645 posts

Joined: Aug 2005
From: Vault 13



QUOTE(mattalex @ May 11 2017, 10:13 AM)
Anyone know why RHB Emerging Markets Bond fund dropped and flatlined over last few weeks?
*
QUOTE
More than a quarter of dollar-denominated corporate and quasi-sovereign debt in emerging markets is tied to oil and gas production, according to Bloomberg Intelligence. That compares with 14.4 percent of the U.S. high-yield index and 12 percent of U.S. corporate bonds more broadly.Bonds in Russia and Qatar -- of Lukoil and Ras Laffan LNG, for example -- may be particularly vulnerable because they rely on oil revenues as well as national economies that are highly dependent on the same type of income.When the Fed raises rates next week, emerging-market credit can easily keep on rallying. It's really falling oil prices that would put a halt to this party.


Oil prices took a dip recently.
!@#$%^
post May 11 2017, 02:32 PM

Safe Trader
********
All Stars
17,519 posts

Joined: Feb 2006
From: KL
any input on rhb islamic bond fund? since like hardly moved for the past 6 months (<2%)
Avangelice
post May 11 2017, 02:49 PM

Look at all my stars!!
*******
Senior Member
5,274 posts

Joined: Jun 2008


QUOTE(alexanderclz @ May 11 2017, 02:32 PM)
any input on rhb islamic bond fund? since like hardly moved for the past 6 months (<2%)
*
Malaysian bond funds < Affin Hwang Select Bond Fund
dasecret
post May 11 2017, 03:05 PM

Regular
******
Senior Member
1,498 posts

Joined: Nov 2012
QUOTE(alexanderclz @ May 11 2017, 02:32 PM)
any input on rhb islamic bond fund? since like hardly moved for the past 6 months (<2%)
*
It's due to the issues with Msia bonds in Nov'16. If you select any other Msia bond fund you will see similar trend. It has since picked up again, if you look at 3 months or YTD returns it's back to its normal levels

Bond funds are low risk, but not no risk
SUSDavid83
post May 11 2017, 05:27 PM

20k VIP Club
*********
All Stars
52,874 posts

Joined: Jan 2003
Received SMS for:

QUOTE
RM0.00 AffinHwangAM: Join our Investment Forum, 20 May 2017. Seats are limited. Register now at www.ahc-conferences.com to avoid disappointment. Code PB04


This post has been edited by David83: May 11 2017, 05:28 PM
shankar_dass93
post May 11 2017, 05:31 PM

Look at all my stars!!
*******
Senior Member
2,955 posts

Joined: Sep 2009


deleted

This post has been edited by shankar_dass93: May 11 2017, 05:33 PM
puchongite
post May 11 2017, 05:48 PM

20k VIP Club
*********
All Stars
33,737 posts

Joined: May 2008
QUOTE(David83 @ May 11 2017, 05:27 PM)
Received SMS for:
*
FSM should sponsor 10-20 seats for their customers. rclxms.gif
TakoC
post May 11 2017, 06:11 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
Seems like Buffett is bullish on India.

Any fund that we can leverage on for those without any exposure?
puchongite
post May 11 2017, 06:12 PM

20k VIP Club
*********
All Stars
33,737 posts

Joined: May 2008
QUOTE(TakoC @ May 11 2017, 06:11 PM)
Seems like Buffett is bullish on India.

Any fund that we can leverage on for those without any exposure?
*
India there is only one. Manulife India Equity. I will switch my Manulife US equity bits by bits over. The Manulife US is on downhill.

This post has been edited by puchongite: May 11 2017, 06:13 PM
thesnake
post May 11 2017, 06:16 PM

On my way
****
Junior Member
613 posts

Joined: Jun 2011



QUOTE(puchongite @ May 11 2017, 06:12 PM)
India there is only one. Manulife India Equity. I will switch my Manulife US equity bits by bits over. The Manulife US is on downhill.
*
I have decided to fully switch US into India last week. Seems like a good decision for now.
TakoC
post May 11 2017, 06:16 PM

Look at all my stars!!
*******
Senior Member
2,081 posts

Joined: Mar 2012
QUOTE(puchongite @ May 11 2017, 06:12 PM)
India there is only one. Manulife India Equity. I will switch my Manulife US equity bits by bits over. The Manulife US is on downhill.
*
Wow. Crazy historical performance. Coolio
thickface
post May 11 2017, 06:51 PM

Getting Started
**
Junior Member
170 posts

Joined: Mar 2008
Hi sifus,

After investing quite heavily in msia & asia sector, was thinking of diversifying into US/India.

Read alot and have seen that manulife US/any US funds are dropping like mad? they say it will be better in q2, but is it worth investing at those right now since its dropping and can get a good DCA?

How bout manulife India? read tons of news on it but afraid to pour in right now due to all time highest average. afraid might drop or its still quite early since its q1?

Hope for any insightful comments. Thanks
T231H
post May 11 2017, 06:51 PM

Look at all my stars!!
*******
Senior Member
5,143 posts

Joined: Jan 2015
Will Indian Equities Continue to Soar to Greater Highs?
April 20, 2017
After a solid growth over 1Q2017, we think it’s time to revisit the growth story of the Indian economy and furnish investors with updates on the on-going economic development within the fastest growing nation.
Author : Tan Wei Yine
https://www.fundsupermart.com.my/main/resea...ter-Highs--8252
T231H
post May 11 2017, 06:54 PM

Look at all my stars!!
*******
Senior Member
5,143 posts

Joined: Jan 2015
QUOTE(thickface @ May 11 2017, 06:51 PM)
Hi sifus,

After investing quite heavily in msia & asia sector, was thinking of diversifying into US/India.

Read alot and have seen that manulife US/any US funds are dropping like mad? they say it will be better in q2, but is it worth investing at those right now since its dropping and can get a good DCA?

How bout manulife India? read tons of news on it but afraid to pour in right now due to all time highest average. afraid might drop or its still quite early since its q1?

Hope for any insightful comments. Thanks
*
get some % allocated to your portfolio's preference likings....
Single country funds ....allocated in % that is not equivalent to Sai lang.... thumbsup.gif

1554 Pages « < 218 219 220 221 222 > » Top
 

Change to:
| Lo-Fi Version
0.0205sec    0.93    6 queries    GZIP Disabled
Time is now: 24th December 2025 - 06:51 PM