QUOTE(funnyface @ Nov 9 2017, 02:48 PM)
FundSuperMart v18 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D
FundSuperMart v18 (FSM) MY : Online UT Platform, UT DIY : Babystep to Investing :D
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Nov 9 2017, 02:51 PM
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Junior Member
77 posts Joined: Jun 2011 |
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Nov 9 2017, 03:05 PM
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368 posts Joined: Jun 2013 |
QUOTE(puchongite @ Nov 9 2017, 01:57 PM) Sure it can be a problem for some. I am actually quite tempted hence my earlier question on another Japan fund which doesn’t require such huge amount from AffinHwangBut crouching tiger and hidden dragon, I am sure quite a few here will not have problem with it. |
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Nov 9 2017, 03:08 PM
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All Stars
33,590 posts Joined: May 2008 |
QUOTE(voyage23 @ Nov 9 2017, 03:05 PM) I am actually quite tempted hence my earlier question on another Japan fund which doesn’t require such huge amount from AffinHwang Maybe you can plot them superimposed on the FSM graph and look at performance.There is another one from Eastspring (also wholesale fund) you can consider. Problem is that FSM does not allow two wholesale funds to be plotted together. |
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Nov 9 2017, 03:18 PM
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Junior Member
368 posts Joined: Jun 2013 |
QUOTE(puchongite @ Nov 9 2017, 03:08 PM) Maybe you can plot them superimposed on the FSM graph and look at performance. The wholesale fund has a way superior returns but it’s still relatively new with lesser than 3 years data.There is another one from Eastspring (also wholesale fund) you can consider. Problem is that FSM does not allow two wholesale funds to be plotted together. |
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Nov 9 2017, 03:27 PM
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All Stars
33,590 posts Joined: May 2008 |
QUOTE(voyage23 @ Nov 9 2017, 03:18 PM) The wholesale fund has a way superior returns but it’s still relatively new with lesser than 3 years data. Some of these funds might be feeder or different currency hedge which caused them to look young. I am looking at Japan as additional diversification because too heavy in China and yet other countries aren't doing that well. |
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Nov 9 2017, 03:40 PM
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Junior Member
368 posts Joined: Jun 2013 |
QUOTE(puchongite @ Nov 9 2017, 03:27 PM) Some of these funds might be feeder or different currency hedge which caused them to look young. I am looking at Japan as additional diversification because too heavy in China and yet other countries aren't doing that well. Same! That will cover the developed nation part of my port. More convinced after reading latest article of FSM HK and FSM SG |
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Nov 9 2017, 03:54 PM
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Senior Member
696 posts Joined: Feb 2008 |
QUOTE(puchongite @ Nov 9 2017, 03:27 PM) Some of these funds might be feeder or different currency hedge which caused them to look young. I am looking at Japan as additional diversification because too heavy in China and yet other countries aren't doing that well. Diversify into Japan market is good.... But usually rules of thumb is not more than 10% of portfolio into a single-country fund.... So this fund min is 10k, meaning it only make sense if your portfolio is 100k and above... |
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Nov 9 2017, 04:27 PM
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All Stars
33,590 posts Joined: May 2008 |
QUOTE(funnyface @ Nov 9 2017, 03:54 PM) Diversify into Japan market is good.... Not skillful in pushing out screenshots and here is the text version :-But usually rules of thumb is not more than 10% of portfolio into a single-country fund.... So this fund min is 10k, meaning it only make sense if your portfolio is 100k and above...
So it's clear that the United Japan Discover Fund is the winner in ROI. If wholesale 10k is too heavy for diversification, can consider AH. |
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Nov 9 2017, 04:45 PM
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Senior Member
696 posts Joined: Feb 2008 |
QUOTE(puchongite @ Nov 9 2017, 04:27 PM) Not skillful in pushing out screenshots and here is the text version :- hmm...
So it's clear that the United Japan Discover Fund is the winner in ROI. If wholesale 10k is too heavy for diversification, can consider AH. |
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Nov 9 2017, 04:51 PM
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All Stars
33,590 posts Joined: May 2008 |
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Nov 9 2017, 04:52 PM
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Senior Member
696 posts Joined: Feb 2008 |
QUOTE(puchongite @ Nov 9 2017, 04:51 PM) Jap small cap is betterSmall cap return is higher than big cap |
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Nov 9 2017, 05:26 PM
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Senior Member
5,143 posts Joined: Jan 2015 |
QUOTE(virgoguy @ Nov 8 2017, 02:08 PM) Ponzi 2 - 10% EI Dynasti - 10% IDS -10% TAGT - 20% Esther - 50% Is this allocation good enough to start? all covered? QUOTE(virgoguy @ Nov 9 2017, 02:44 PM) is it diversify enough?tough question..... nothing is enough....everyone and anyone can gives his/her opinion at a risk appetite, outlook and sentiment at that moment. ex....lacked GEM, India, US (non tech sector), Europe, Japan, etc, etc also even it maybe diversified enough, but the % of allocation to each of them may not have big impact..... thus Sui Jau's post comes in to play liao. |
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Nov 9 2017, 05:34 PM
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Senior Member
5,143 posts Joined: Jan 2015 |
talking & thinking about Japan eh?....
Japanese Equities' Outlook October 31, 2017 .......Author : iFAST Research Team http://www.fundsupermart.com.hk/hk/main/re...-Outlook--14111 "We recommend investors to remain overweight in Japanese equities within their developed market allocation for the next 12 months". This post has been edited by T231H: Nov 9 2017, 05:35 PM |
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Nov 9 2017, 05:39 PM
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8,188 posts Joined: Apr 2013 |
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Nov 9 2017, 05:52 PM
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696 posts Joined: Feb 2008 |
QUOTE(T231H @ Nov 9 2017, 05:34 PM) talking & thinking about Japan eh?.... Japanese Equities' Outlook October 31, 2017 .......Author : iFAST Research Team http://www.fundsupermart.com.hk/hk/main/re...-Outlook--14111 "We recommend investors to remain overweight in Japanese equities within their developed market allocation for the next 12 months". |
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Nov 9 2017, 08:59 PM
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Senior Member
2,649 posts Joined: Nov 2010 |
i jz notice INTERPAC DANA SAFI with 0% sales charge
https://www.fundsupermart.com.my/main/fundi...a-Safi-MYIPDASA |
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Nov 9 2017, 09:03 PM
Show posts by this member only | IPv6 | Post
#9817
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All Stars
52,874 posts Joined: Jan 2003 |
QUOTE(xcxa23 @ Nov 9 2017, 08:59 PM) i jz notice INTERPAC DANA SAFI with 0% sales charge Its other sibling also 0% SChttps://www.fundsupermart.com.my/main/fundi...a-Safi-MYIPDASA URL: https://www.fundsupermart.com.my/main/fundi...ty-Fund-MYIPDEF But I remembered both of them got or at least used to have exit/redemption fee. This post has been edited by David83: Nov 9 2017, 09:06 PM |
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Nov 9 2017, 09:03 PM
Show posts by this member only | IPv6 | Post
#9818
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All Stars
52,874 posts Joined: Jan 2003 |
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Nov 9 2017, 09:12 PM
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Senior Member
2,649 posts Joined: Nov 2010 |
QUOTE(David83 @ Nov 9 2017, 09:03 PM) Its other sibling also 0% SC hmm.. under FUND CHARGES only got URL: https://www.fundsupermart.com.my/main/fundi...ty-Fund-MYIPDEF But I remembered both of them got or at least used to have exit/redemption fee. Annual Management Charge* 1%, Trustee Fee* 0.07% of NAV or subject to a minimum fee of RM18,000 per annum Annual Expense Ratio 0.76% (as of March 31, 2017) din seems to have exit/redemption fee |
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Nov 9 2017, 09:13 PM
Show posts by this member only | IPv6 | Post
#9820
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All Stars
52,874 posts Joined: Jan 2003 |
QUOTE(xcxa23 @ Nov 9 2017, 09:12 PM) hmm.. under FUND CHARGES only got Its fund factsheet got mention exit fee up to 5%.Annual Management Charge* 1%, Trustee Fee* 0.07% of NAV or subject to a minimum fee of RM18,000 per annum Annual Expense Ratio 0.76% (as of March 31, 2017) din seems to have exit/redemption fee One of the holdings of this fund is Techfast Holdings Bhd My colleagues were talking about it few weeks ago |
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