Welcome Guest ( Log In | Register )

49 Pages « < 30 31 32 33 34 > » Bottom

Outline · [ Standard ] · Linear+

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

views
     
puchongite
post Jul 24 2017, 11:39 AM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Ramjade @ Jul 24 2017, 11:14 AM)
Of course.
FSTE ST Real Estate Investment Trust (old version)
SGX S-REIT Index (new version created by SGX)

Want S-reit ETF also ada
Phillip SGX APAC Dividend Leaders REIT ETF (australia heavy)
Nikko AM-Straits Trading Asia ex Japan REIT ETF (singapore heavy)

I am not vested in either ETFs as they are both lousy  biggrin.gif
*
How good the correlation of SGX S-REIT Index with manulife AP Reits performance ?
puchongite
post Jul 24 2017, 12:01 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Ramjade @ Jul 24 2017, 11:42 AM)
Er who knows? I never look as I am not interest in those index.
*
Switching AHSB to Manulife AP Reit.

Cut off all the non-performers !
puchongite
post Jul 24 2017, 12:37 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(MUM @ Jul 24 2017, 12:20 PM)
sweat.gif a note of caution for those not so familiar with UT investing......
if one just focused on "that", unknowingly or unintentionally, one may end up too heavy on just 1 or 2 funds/regions that may exposed one to too high of a concentration risk, than one can emotionally take when volatility appears.....
Puchongnite may know what he is doing...are you?
*
I tembak only one.

Since I don't have any Reit, and AHSB is not doing that well, so I might as well move it out to Reit, money still stay within FI.

What do you think ?


puchongite
post Jul 24 2017, 01:24 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(dasecret @ Jul 24 2017, 01:04 PM)
REITs and FIs are different asset class wor. Besides, AHSB is currency hedged while manulife is not. So really cannot expect them to move in tandem or correlate too much. While interest rate risk impacts both asset class, there are other factors impacting REITs that has little effect on FIs

Anyway, it's true that AHSB is moving sideways for the past 2 months or so, but if you map the bond funds, it's a asset class performance, not a specific fund performance issue. So the question is, are you opting out this asset class, or just this fund.

Within FI, the one I'd consider non-performer would probably be RHB Asian Total Return, and potentially RHB Emerging Markets Bond. The FX risk is just too high for FI
*
Now that you say it, more like opting out this asset class.

The RHB ATR and RHB EM Bond, yes, fire them too ! But what's the replacement ?

puchongite
post Jul 24 2017, 02:11 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(dasecret @ Jul 24 2017, 01:34 PM)
Since u r opting out the asset class, no need replacement lor. My replacement to RHB ATR is AH Select Bond. To me AH Select bond is performing within expectation. It's not CMF, sometimes it will come down or stagnant a bit geh, as long as the downside volatility doesn't suddenly jump up I'll leave it to the FM to do her job

Interesting to note, FSM recommended asset allocation recently moved a bit back to FI, if that's something you would take into consideration. What about Philip mutual's buy call? They got out of the 90% CMF allocation yet?
*
Sounds like you are saying AHSB is the best among all the funds in the same fund class.


puchongite
post Jul 24 2017, 02:39 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(xcxa23 @ Jul 24 2017, 02:34 PM)
Hi all
My dad juz informed me he bought this via ambank
ASIA PACIFIC EQUITY INCOME 

I believe is this
https://www.fundsupermart.com.my/main/fundi...Income-MYAMAPEI

And he opted for reinvest for d income distribution

Since I have no idea nor knowledge, I'm asking if he make a good investment.
Since it's rated at high risk and not approved by epf and I'm getting worried

However

According to him, he bought 3 years ago and now profit around 20k++
*
No point mentioning return in absolute figure without mentioning the capital.

You might as well just use ROI in percentage, instead of mentioning return in absolute no.
puchongite
post Jul 24 2017, 04:31 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(dasecret @ Jul 24 2017, 04:16 PM)
Well, within FI there's still geographical segment. For asian bonds, yes, AHSB is my pick for Msia available funds. But I also have MY bonds as part of the allocation. Returns and volatility wise, not many funds can fight with AHSB lor. Large fund size which is a plus point for FI fund as well.

So what's your call? Ditch FI altogether?
See the reply above. Volatility reflects that as well. Select income is not a bad choice if you prefer an autopilot conservative fund though
*
Eastspring has got this presentation chart :-

Attached Image

There is this USD Malaysian bond which outperforms all other bonds. What are they ?
puchongite
post Jul 24 2017, 04:50 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(T231H @ Jul 24 2017, 04:41 PM)
hmm.gif from Eastspring?
then maybe this....
EASTSPRING INVESTMENTS ASIAN HIGH YIELD BOND MY FUND - USD 
https://www.fundsupermart.com.my/main/admin...eetMYESAHYU.pdf

see the attached 2016 performance data.....
........
........
just don't look at the current YTD data  biggrin.gif
*
Ok we need to filter marketing information then. Else we go holand. blink.gif

p/s: The presentation chart indicated the performance is based on YTD 2017. That contradicts with the performance shown in FSM. FSM ones is in Ringgit, and Eastspring one is in USD ?

This post has been edited by puchongite: Jul 24 2017, 05:17 PM
puchongite
post Jul 24 2017, 09:21 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Ramjade @ Jul 24 2017, 08:54 PM)
I think it exist on FSM SG. Volatility and returnd wise, United still beat those HY bonds funds (according to historical data).
*
What is the 'it' which exist in FSM SG ? The USD MY high yield bond ? So these are foreign currency funds ?
puchongite
post Jul 24 2017, 09:45 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Ramjade @ Jul 24 2017, 09:41 PM)
Eastspring have some HY bond funds available in SG. There's asian, US I think.
*
You have not been tracking the conversation. The eastspring slide says it is a USD Malaysian Bond which Ytd 2017 outperforms all other bonds.

This post has been edited by puchongite: Jul 24 2017, 09:48 PM
puchongite
post Jul 25 2017, 11:24 AM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(MUM @ Jul 25 2017, 11:19 AM)
Press hold down ALT then key in 091
you will get [
then key in @username
then Press hold down ALT then key in 093
you will then get ]

finish product is username
*
CODE
[@username]

puchongite
post Jul 25 2017, 01:35 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Msxxyy @ Jul 25 2017, 11:58 AM)
Anyone read about this new fixed income fund by amanah saham?
AMB GLOBAL INCOME TRUST FUND
*
How to evaluate this new fund ?
puchongite
post Jul 25 2017, 03:37 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Msxxyy @ Jul 25 2017, 03:21 PM)
Alright...I better not to try anything funny here. Lol. No track record
*
The fund cannot have track record to show before you purchase, because by the time it's commenced, the fund is closed for further investment.

I guess the track records are those previous similar closed ended global funds.
puchongite
post Jul 25 2017, 08:06 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(newdnewd @ Jul 25 2017, 07:38 PM)
huhu

Interpac dropping 2 days in a row.
*
Somebody is cashing out to buy his Audi TT in cash ? wink.gif
puchongite
post Jul 25 2017, 08:34 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(nexona88 @ Jul 25 2017, 08:10 PM)
Huh????
What u talking??
1 person won't have much impact tongue.gif
*
Depending on how much he has in that particular stock lar, right ?

The drop has been >1% for two days. That is reasonably within the capability of an individual holding. Remember these are two small funds.

This post has been edited by puchongite: Jul 25 2017, 08:35 PM
puchongite
post Jul 26 2017, 06:54 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(voyage23 @ Jul 26 2017, 06:47 PM)
I definitely did not go in due to him lol. I was getting bored of the steady KGF, cashed in ROI of around 20% and took on more risk while hoping for a higher return since I have a long investment horizon.

Excited to see how my 5 aggressive EQ funds perform over the next 3 years.
*
I think the exits are not big enough to cause any permanent damage. The interpac funds climbed back up 1.55% and 1.25% respectively today.
puchongite
post Jul 26 2017, 07:08 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(newdnewd @ Jul 26 2017, 06:57 PM)
The fund size is continuously growing every day anyway.
*
Yesterday the fund size shrink slightly but if we account for 1% NAV drop which amounts to about 200k, then new investor roughly pumps in 200k yesterday.

This 200k is net of exits. Meaning if hahacat exited 400k yesterday, then new investors pump in 600k.

This post has been edited by puchongite: Jul 26 2017, 07:16 PM
puchongite
post Jul 26 2017, 08:09 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Ancient-XinG- @ Jul 26 2017, 08:00 PM)
Oh oh..

Here goes the goose that lays golden eggs.
*
The zero entry and exit fees make it absolutely easy and practical to enter and exit as one likes. Can always reenter at a subsequent date. Personally I think Malaysian small cap is not spent yet. Still got juice.wink.gif
puchongite
post Jul 26 2017, 08:32 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(luciuswks @ Jul 26 2017, 08:17 PM)
did my first interpac purchase last week and its -2.4% today. finally try to utilize that cool off to save few hundred bucks. any one know if i can buy it again any soon?
*
You can only use cool off once. Meaning you can buy again anytime, but you can't use cool off again.

That is assuming the fund house keep proper records. They might not. Kakaka.
puchongite
post Jul 26 2017, 09:23 PM

20k VIP Club
*********
All Stars
33,690 posts

Joined: May 2008
QUOTE(Ancient-XinG- @ Jul 26 2017, 08:58 PM)
Cool off? Meaning interpac lock you down?

and how much you bought?
*
Cool off is a process for one to nullify his purchase, to roll back the transaction as if nothing has happened. He will get back his initial investment sum.

So nothing to do with lock down.

This post has been edited by puchongite: Jul 26 2017, 09:26 PM

49 Pages « < 30 31 32 33 34 > » Top
 

Change to:
| Lo-Fi Version
0.0490sec    0.68    7 queries    GZIP Disabled
Time is now: 13th December 2025 - 01:13 PM