For an investor that have chosen to invest in a unit trust (e.g. Fund House A – MY Equity Fund) via Fundsupermart (“FSM”), rest assured that internal procedures are in place to handle clients’ assets in accordance with the regulations. FSM has set up Client Trust Accounts with licensed banks in Malaysia to deal with clients’ monies according to Section 111 of the Capital Markets Services Act 2007 (CMSA). This is to ensure that clients’ assets are segregated from FSM’s house assets and handled in the manner allowed by the rules and regulations. All units, on the other hand, will be registered in the name of a separate entity, namely iFAST Nominee Sdn. Bhd. Despite the nominee structure that FSM operates, essential information of the underlying investors will be shared with the respective fund houses to ensure that all units held in FSM pooled nominee account can be properly accounted for. Should FSM ceases as a business concern, with investor’s permission, all assets will be returned back to investor or transferred to another Institutional Unit Trust Advisers (IUTA).

Anybody noticed this section at FSM homepage?

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P/S: Sorry if I'm a slowpoke.

all the time but as Xuzen pointed out its best if you avoid new funds until you have enough data from the fund to judge it. it's better allocating your time and money into well tested funds. given a few years who knows those funds will outperform your old ones.

That's why I think RR ratio is missing the part on the likelihood of higher return. A fund which has higher average return has the likelihood of going back to it's mid point.

RR ratio doesn't seem to reflect the likelihood aspect ..... correct me if I am wrong.

But maybe the simpler solution is to skip reit funds altogether.

when i always heard master xuzen said the risk reward return is good, i always blur  a bit.

how u ppl determined risk reward return in unit trust?

by using 3 year annualized returns divide by 3 yr Annualised Volatility ?...

**** dont know how to tag master xuzen...

be advised this is way difficult than UT. this is a product of many homework and research and worrying that what if you chose the wrong counter and stand to lose 60% of your capital and it doesn't appreciate. unlike it all you have is measly returns if you made the wrong call

Once upon a time, I also play stock -  market. Then a thought occurred to me , I think ,

" Can I be better than Lee Sook Yee        ? "

or

" Can I be better than the fund managers of KWSP , since those people have the best tools and research report money can buy ? "

or

" Those professionals fund manager get invited to meet the company board of directors and ask them questions directly. Who am I , a ikan - bilis investor ? Can I even meet them directly ? "

After properly considering the above , I come to a conclusion I cannot , and better don't waste time trying . Do not waste my effort to duplicate work done by better people .

Hence I moved away and become a portfolio manager .

Xuzen

Once upon a time, I also play stock -  market. Then a thought occurred to me , I think ,

" Can I be better than Lee Sook Yee        ? "

or

" Can I be better than the fund managers of KWSP , since those people have the best tools and research report money can buy ? "

or

" Those professionals fund manager get invited to meet the company board of directors and ask them questions directly. Who am I , a ikan - bilis investor ? Can I even meet them directly ? "

After properly considering the above , I come to a conclusion I cannot , and better don't waste time trying . Do not waste my effort to duplicate work done by better people .

Hence I moved away and become a portfolio manager .

Xuzen

my friend is managing a platinum account for his company. their company funds are all allocated in fsm..he planned to invest in the following funds:

79% RHB Cash Mgmt Fund 2
13% Affin Hwang Quantum Fund
1% Affin Hwang Opportunity Fund
3% Asia Pacific Dynamic Income Fund
2% Eastspring Global Emerging Market
1% Eastspring Global Leader MY Fund
1% Asia Pacific Equity Income

Need opinions from sifus here.

my friend is managing a platinum account for his company. their company funds are all allocated in fsm..he planned to invest in the following funds:

79% RHB Cash Mgmt Fund 2
13% Affin Hwang Quantum Fund
1% Affin Hwang Opportunity Fund
3% Asia Pacific Dynamic Income Fund
2% Eastspring Global Emerging Market
1% Eastspring Global Leader MY Fund
1% Asia Pacific Equity Income

Need opinions from sifus here.

very bad choice of funds here. currently busy to type the entire supposedly port. I'll be back

add on

10% RHB cash management fund
30% Cimb Asia Pacific income fund
20% Affin Hwang Select Bond Fund
20% Rhb Emerging Market Bond fund
10% TA Global Tech
10% Manulife India

if I am not mistaken (I usually do), I think he/she cannot simply suka suka use the company account to invest into other funds except CMF...
there are other implications and restrictions that needs to adhere to....
has he/she consulted the company's secretary or auditors?

if I am not mistaken (I usually do), I think he/she cannot simply suka suka use the company account to invest into other funds except CMF...
there are other implications and restrictions that needs to adhere to....
has he/she consulted the company's secretary or auditors?

can. it is actually considered as quoted securities in audit report..

unless he owns the company and he has power where the proceeds go to hence why the increase allocation in CMF?

check my recommended port. allocating mostly in Asia ex Japan and the rest into global tech and India.

thanks..will suggest him to look into that..=)

RR is found at FSM fund selector function.  Now, go play with yourself.....

Global Titans good time to buy now? hmm (am aware that unit split no difference in nav)