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

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asimov82
post Mar 2 2017, 12:44 PM

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CIMB Principle Greater China Fund use MSCI Golden Dragon Index -> dragon fund.

while Manulife China Equity Fund use FTSE All World Greater China Index -> more diversified with A/B/H/N/Red/P/S shares, should call something more world-wide appearance



asimov82
post Mar 6 2017, 02:19 AM

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QUOTE(Avangelice @ Mar 6 2017, 12:40 AM)
instant liquid will always be

cash in hand/ credit card  > savings account > fixed deposit / CMF > investment vehicles like UT and stocks>propeties

of course you are sacrificing interest with each tier you go lower. that's why I keep money in each tier so I don't have to sacrifice my returns.

800 in cash all the time.
16k for credit card limit
4k in savings.
10k in CMF
70k in stocks and UT
700k property to be sold if the need arises with loan against it for 414k
*
bro, the property is for own stay or invest?
u can always topup loan for cash.

asimov82
post Mar 14 2017, 01:31 AM

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for small cap fund, we have ponzi 1.0 and kap chai,
how about other geographical location? like developed market? EM ex-asia? greater china? US?
asimov82
post Mar 14 2017, 01:37 AM

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QUOTE(Ramjade @ Mar 14 2017, 01:34 AM)
Developed market
- Manulife US
- TA Global Tech
- Cimb Greater titan
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these are big cap or all cap fund,
looking for small cap focus fund like kap chai but invest outside asia pac
asimov82
post Mar 16 2017, 11:00 PM

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have any one hear of "RHB US INDEX BETA FUND" unit trust before??
just know it today and is a feeder fund into sp500 etf.

will we get this as another alternative for us exposure?
fsm and eut?? bank channel?

This post has been edited by asimov82: Mar 16 2017, 11:11 PM
asimov82
post Mar 16 2017, 11:24 PM

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thanks, look like wholesale fund hmm.gif
asimov82
post Mar 24 2017, 09:47 AM

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Attached Image

regarding the US vs global selection,
the chart above show me few idea here:

1. best US exposure is always SP500 for advanced and efficient market (not many one beat benchmark).
2. manulife performance is below par (annualised returns dragged down by all these annual fee/cost, abt -3% than sp500)
3. cimb has performance close to manulife, yet with diversified portfolio allocation (fund manager really work hard for u, as abt 50% in eu and jp)

it all depend on ur stand. if u think us override other then choose us. if u think diversify diversify diversify, then cimb is not bad.

asimov82
post Mar 1 2021, 01:42 PM

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QUOTE(donhay @ Mar 1 2021, 11:44 AM)
Came across these 2 tech fund without the usual suspects (amazon, facebook, apple, tencent)

1) Affin Hwang World Series - Global Disruptive Innovation Fund
2) NIKKO AM ARK DISRUPTIVE INNOVATION

Will these will a good one for 2021, 1 year duration? Plan is to dip my toes into something with more risk smile.gif
*
1) is actually feeder fund into 2)
which 2) is "mirrorring" the arkk strategy, so that you able to indirectly buy arkk portfolio via mutual fund approach.

just that mutual fund has different wrapper then etf as mention in her video below, that could have higher chance of "bank run" issue than etf:
https://youtu.be/dynmtlO2_3c (start at 33:10min)

so if you are into ark ideology then this is one of the way to getting into arkk portfolio, which you buy with myr and a little higher annual fee.
otherwise bigtech portfolio would be more stable and liquid.

This post has been edited by asimov82: Mar 1 2021, 01:47 PM

 

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