sifus..for the Pinky's Portfolio Worksheet with IRR Calculation. The date is for (Transaction Date) or (Date Completed)?

This post has been edited by TaintedSoul: Feb 16 2017, 11:44 AM

thanks bro
another thing, if i sold off the fund (RHB Gold and General Fund) 2 months back, and currently no unit in my portfolio. Do i need to include it in the Pinky's Portfolio Worksheet with IRR Calculation? I did have some profit in the past. sorry noob question

how come no switching fee? newbie here

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whos from Johor here. 0.8% sales charge for all UT until 31/3/2017.

Greetings from Fundsupermart.com.

We are glad to inform you that our FSM Johor office has established for 8 months since July 2016. We could not do that without the supports and trusts given by our valued clients based in Johor.

As such, we would like to give a special offer to you as a token of appreciation.

You may enjoy 0.8% special Sales Charge for your purchases with us from 28 March to 31 March 2017.

Below are the simple 3 criteria to grab the offer:

1) This offer is applicable to All Unit Trust funds in FSM platform
2) Unlimited amount and numbers of purchase by 31 March 2017
3) Reply this email in order to notify us to adjust sales charge manually after placing order online before 2:30pm.

Once again, we take this opportunity to say thanks for your continuous support and wish you happy investing with us.

Regards,

Client Investment Specialist Team, Johor Bahru
Office No: 07-300 6098
Email: investhelp.my@fundsupermart.com
Address: 21-2, Jalan Molek 3/20 Taman Molek 81100 Johor Bahru Johor

regret that i bought Templeton Global Total Return - USD.

the foreign exchange rate charge is a big disadvantage

[quote=WhitE LighteR,May 12 2017, 07:41 PM]
Because they impose further exchange rate fee during converting?

exactly

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.

yes please look into that..need opinions from sifu

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

yes..forgot to mention..thats his own company..

reason why 79% in CMF is because he is a risk averse investor..whenever his company needs money..he will just sell off the funds and get cash asap..liquidity is his main concern..

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

Gain on disposal of UT from FSM is non taxable.
However, the dividend received is taxable.

yes

ya it applies to company also..gain on sale of UT auditor said is classified under "capital gain"..so its non taxable..regardless whether is it business related..