From Any institution / fund house to FSM, from my previous experience:

1. print out a statement of your holdings (PM in this case) and email fsm, tell them you want to transfer this to FSM.
2. for funds that FSM have and can transfer directly, FSM will take it from there.
3. for funds that FSM have, but cannot transfer directly, they will ask you to sell from there and buy in FSM. you get RM for RM 0% sales charge.
4. for funds that FSM do not have, you will have to sell your funds and buy any funds in FSM. you get RM for RM 0% sales charge.

note: plz don't sell equity and buy bond in fsm, you rugi big time.

I have transferred Pm and eUT to FSm via (3) and (4). no problems.   

Why did you choose Kenanga APTRF?
Btw, Ponzi 2 is always the superior fund 

How long have you been holding?

Already 1 year. From record 1y -5y, it's a lousy fund. Since the volatility is around 12 reion, you can go for manulife pacific or switch over to ponzi 2.

DOn't know much about it. SOme people said good. 

If you want that opportunities fund, better to select rhb asian income.

1 year too little. Look at 3 years return. 2, 3, 5 years all beat opportunity.

think hard and think again.....
you will ponder why you have so little BOND funds...
after you read post# 4040, page# 202 by T231H

 

may I know your current UT composition?

Indonesia funds are not performing vs malaysian funds vs india.
If reits, I recommend manulife asia pacific reits. Don't go for crowd favourite of amasia. You will regret it. (I am currently regretting it for buying based on crowd recommendation)

Sunday morning...as usual nothing much to do...
done a simple quick snapshot ......

if "me", I would,
1) increase more into M'sia, india and Indonesia
2) reduce your China, hk and Taiwan....     >40% of allocation

at 35% in China/Hk alone?
a hot bed for returns so is the reverse too.
M'sia & Indonesia he has only 3%.

from his previous posting, Ts seemed to look for diversification not so much on betting for higher returns

for me, I would consider my EPF and ASX as bond funds that gives about 6% p.a.
I would have KGF and some EISC in my portfolio....

well, that is me....

on this -eh... "Well is it too greedy if I want to look for both?" 
only time and circumstances when it happens will tell.....

if I can remember, saw some during Feb till April 15 period, they Gung-ho ed into China.....then cursed like mad when in June 15,
hope you are not them, and I cannot pray and hoped that it won't happen again to anyone...

you talked about need to diversify in earlier post, then don't have faith in Malaysia, then if we look at longer horizon we won't be so easily panic.......     

anyway, each to his own preference and likings....Happy investing

EISC already closed.

why no confident in Malaysia, but China ? how about India

Actually at that time, I didn't know there were other reit fund.

For me I went s-reit for
1) regular SGD income
2) diversify (get reits which generate income from overseas rather than focus on SG)
3) must beat amanah saham
4) able to generate more dividend than m-reit.
Commrade
Actually the rally in malaysian markets recently are due to
1) depressed state of malaysin market for 3 years
2) election coming

So I believed malaysian markets will frizzle out/drop after election/Dow and S&P500 plunge.
China I am bit cautious. Too much bad news like a time bomb.
i) china growth is fueled by debts and debts need to be repaid
ii) china manipulate financial results
iii) china bad debts is something you need to keep an eye on
iv) capital control in china may hurt investors confidence
v) Relationship with other countries.

India, well it's chugging along. India only need to worry about
1) Kashmir. This have been a thorn in it's side for years
2) Their GST may backfired.

Malaysia no need to say. You and I know la.

In my book, for emerging market exposure, assuming that I want to be exposed to it; my personal choice would be RHB Emerging Market Bond UTF. There are two other UTFs found in the FSM universe that are exposed to EM: ES GEM & AM GEM. These two cannot beat RHB EMB UTF in terms of ROI and Volatility. RHB EMB UTF is the clear winner in this sub-category.

On a separate matter; for the month of April 2017, I have just tallied my port. I tried to post this but yesterday it was impossible to log into LYN forum. The website must be down, or under maintenance perhaps.

My port made a small gain, a low four digit number, and a below one percent gain for the month of Apr 2017. 

AMREITs was the loser in Apr 2017, but both my striker TA GTF and ManuIndia scored for me. My dependable goalie , Esther Bond , also kept my port in the green. That is the beauty of a well diversified   football team  portfolio. When one player is down, the other will compensate.

Hence, although it is fun to say this and that about a single   Player    UTF, nonetheless a team manager must always evaluate the invidual UTF holistically.

Xuzen

My 2017 planned portfolio M-O-M rally is starting to lose steams.....
anyway will be waiting to see how this portfolio of mine will fair in any consolidation periods for this year (if any)...

Hi. Do you all re-invest with the profit made? Saw green at KGH.

Algozen™ speaketh; listen well...

I tried putting in various UTF(s) into Algozen™ and letting her run the numbers. Maximum per simulation run is ten UTFs. Anything more, is limited by the correlation coefficient parameters. 

The criteria for selecting UTFs for simulations are:

1) Good risk to reward ratio among peers
2) They must have poor correlation among each other (meaning must be well diversified)
3) Good rating from FSM or other rating agencies such as morning star, lipper etc.

Some of the UTFs I used to run the simulation are:

KGF representing home ground

TA GTF, Manulife US & CIMB Titan representing US

CIMB Greater China &  Eastspring Dinasti representing Greater China

Esther Bond, RHB ATR & RHB EMB representing bonds

Manulife India

TA Europe

If I do not put those into the simulation it means those UTFs do not satisfy the above three criteria.

After running multiple scenarios (I think Dasecret gave it a fanciful name: Monte - Carlo simulation), Algozen™ came out with the best scenario that is:

TA-GTF @ 25%
India @ 10%
AMReits @ 25%
Ester bond @ 40%

This will give a ROI of 12 to 13% with a risk to reward ratio greater than two. This port is moderate with bias towards some aggressiveness. If you want to be more aggressive, reduce Esther Bond by ten percent and increase by proportion into the other. This port is scalable.

Take note that Algozen™ is very focused, she doesn't play Pokémon Go style. The above four are very well diversified and quite optimized in terms of risk to reward.

Xuzen

Algozen™ version four speaketh; listen well...(The values are now in MYR correlation).

I tried putting in various UTF(s) into Algozen™ and letting her run the numbers. Maximum per simulation run is ten UTFs. Anything more, is limited by the correlation coefficient parameters. 

The criteria for selecting UTFs for simulations are:

1) Good risk to reward ratio among peers.
2) They must have poor correlation among each other (meaning must be well diversified)



Next step, after running twelve simulated portfolios, ranging from port that generate 8% to 20% p.a. , out of 12 ports,



To be continued...

The ports that I have run simulation gave the highest possible return to be 21% (100% TA-GTF) and the lowest possible return is 7% (100% Esther Bond). Hence the whole spectrum of return is from 7 to 21%. As expected the higher the return the higher the risk aka std - deviation. After running 12 times with various composition of portfolios, I find that the most risk optimal point is around the 10, 11, 12 and 13% point.

Let's take 13% as the expected return. In order to get 13% the composition of UTFs are as below.

KGF @ 15%
REITs @ 10%
TA-GTF @ 25%
Esther Bond @ 30%
RHB EMB @ 20%.

Std - deviation of this portfolio is 4.41% and the risk to reward ratio is 13/4.41 = 2.95.

Xuzen

Good day. Portfolio allocation is roughly as below:
Ponzi 2: 26.5
Titans : 18.5
EISC : 20
KGF : 20
India: 15

IRR currently at 14.5%. Note that I do not regularly track my IRR though (too noob for that, usually just ask FSM CIS to generate for me ).

I have never done any lump sum. Just regular DCA monthly. In a hindsight I wish I had only ONE local fund and Manu Reits instead of Amreits.