Welcome Guest ( Log In | Register )

49 Pages « < 35 36 37 38 39 > » Bottom

Outline · [ Standard ] · Linear+

 eUT / POEMs / Phillip Mutual Berhad UT discussion, Coz' Fundsupermart not cheapo enuf'!

views
     
majorarmstrong
post Oct 5 2020, 09:27 PM

Look at all my stars!!
*******
Senior Member
2,239 posts

Joined: Aug 2009


QUOTE(WhitE LighteR @ Oct 5 2020, 05:33 PM)
United tech & rhb shariah china focus fund.
*
ok terima kasih
let me pick some up
GrumpyNooby
post Oct 5 2020, 09:28 PM

10k Club
********
All Stars
12,387 posts

Joined: Feb 2020
QUOTE(majorarmstrong @ Oct 5 2020, 09:27 PM)
ok terima kasih
let me pick some up
*
Your heart can take or not?
IPF volatility already takes your sleep. dry.gif
majorarmstrong
post Oct 5 2020, 09:31 PM

Look at all my stars!!
*******
Senior Member
2,239 posts

Joined: Aug 2009


QUOTE(GrumpyNooby @ Oct 5 2020, 09:28 PM)
Your heart can take or not?
IPF volatility already takes your sleep.  dry.gif
*
cannot find united tech
user posted image
GrumpyNooby
post Oct 5 2020, 09:32 PM

10k Club
********
All Stars
12,387 posts

Joined: Feb 2020
QUOTE(majorarmstrong @ Oct 5 2020, 09:31 PM)
cannot find united tech
user posted image
*
Can be found at FSM: UNITED GLOBAL TECHNOLOGY FUND - MYR

https://www.fundsupermart.com.my/fsmone/fun...nology-Fund-MYR
Zegoon681111
post Oct 5 2020, 10:07 PM

On my way
****
Junior Member
529 posts

Joined: May 2019
QUOTE(majorarmstrong @ Oct 5 2020, 09:31 PM)
cannot find united tech
user posted image
*
Buy only if your heart can take it, or go for something with much lower risk
WhitE LighteR
post Oct 5 2020, 11:40 PM

WhitE LighteR Is Black~
********
All Stars
10,340 posts

Joined: Jan 2003


Yea. If wanna follow other ppl picks better be ready with a heart of steel. This r fund that fluctuate easily 10 to 15% in either directions. I hedge them with gold or other lower correlated funds with month top up.
GrumpyNooby
post Oct 8 2020, 02:35 PM

10k Club
********
All Stars
12,387 posts

Joined: Feb 2020
user posted image

Good News! We are delighted to inform that investors which meet the “Sophisticated Investor(s)” requirements, can now purchase Wholesale Funds directly through our eUnittrust.com.my platform.

We have onboarded 73 wholesale unit trust funds under our platform from various unit trust management companies.

Simply login into your eunittrust.com.my account and select the wholesale funds you wish to invest in via our transaction module.

Kindly refer to the list below for Wholesale Funds exclusively available for Sophisticated Investor(s) via eUnittrust.com.my :

Source: Email

What is a Wholesale Fund?
A Wholesale Fund is defined as a unit trust scheme established where the units are to be issued, offered for subscription or purchase, or for which invitations to subscribe for or purchase the units are to be made, exclusively to Sophisticated Investor(s).

What are the requirements for an investor be termed as a “Sophisticated Investor”?
According to the Guidelines on Unlisted Capital Market Products, one is considered as Sophisticated investor(s) if meets at least one of the following categories:

(A) HIGH-NET-WORTH INDIVIDUAL
- An individual whose total net personal assets, or total net joint assets with his or her spouse, exceeds RM3 million or its equivalent in foreign currencies, excluding the value of the individual’s primary residence.
- An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies per annum in the preceding 12 months.
- An individual who, jointly with his or her spouse, has a gross annual income of RM400,000 or its equivalent in foreign currencies per annum in the preceding 12 months.


(B) HIGH-NET-WORTH ENTITY
- A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts.
- A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies.
- A company that is registered as a trust company under the Trust Companies Act 1949 which has assets under management exceeding RM10 million or its equivalent in foreign currencies.
- A corporation that is a public company under the Companies Act 2016 which is approved by the SC to be a trustee under the CMSA and has assets under management exceeding RM10 million or its equivalent in foreign currencies.
- A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967
- A statutory body established by an Act of Parliament or an enactment of any State.

© ACCREDITED INVESTOR
- Central Bank of Malaysia established under the Central Bank of Malaysia Act 2009.
- A holder of a Capital Markets Services License.
- An executive director or chief executive officer of a holder of a Capital Markets Services License.
- A unit trust scheme or a prescribed investment scheme.
- A closed-end fund approved by the SC.
- A licensed bank as defined in the Financial Services Act 2013 or a licensed Islamic bank as defined in the Islamic Financial Services Act 2013.
- A Labuan bank as defined in the Labuan Financial Services and Securities Act 2010
- A licensed insurer as defined in the Financial Services Act 2013.
- An insurance licensee licensed under the Labuan Financial Services and Securities Act 2010.
- A Takaful licensee licensed under the Labuan Islamic Financial Services and Securities Act 2010.
- A licensed takaful operator as defined in the Islamic Financial Services Act 2013.
- An insurance company registered under the Financial Services Act 2013.
- A private retirement scheme as defined in the CMSA.

This post has been edited by GrumpyNooby: Oct 8 2020, 02:35 PM
majorarmstrong
post Oct 8 2020, 06:50 PM

Look at all my stars!!
*******
Senior Member
2,239 posts

Joined: Aug 2009


QUOTE(GrumpyNooby @ Oct 8 2020, 02:35 PM)
user posted image

Good News! We are delighted to inform that investors which meet the “Sophisticated Investor(s)” requirements, can now purchase Wholesale Funds directly through our eUnittrust.com.my platform.

We have onboarded 73 wholesale unit trust funds under our platform from various unit trust management companies.

Simply login into your eunittrust.com.my account and select the wholesale funds you wish to invest in via our transaction module.

Kindly refer to the list below for Wholesale Funds exclusively available for Sophisticated Investor(s) via eUnittrust.com.my :

Source: Email

What is a Wholesale Fund?
A Wholesale Fund is defined as a unit trust scheme established where the units are to be issued, offered for subscription or purchase, or for which invitations to subscribe for or purchase the units are to be made, exclusively to Sophisticated Investor(s).

What are the requirements for an investor be termed as a “Sophisticated Investor”?
According to the Guidelines on Unlisted Capital Market Products, one is considered as Sophisticated investor(s) if meets at least one of the following categories:

(A) HIGH-NET-WORTH INDIVIDUAL
- An individual whose total net personal assets, or total net joint assets with his or her spouse, exceeds RM3 million or its equivalent in foreign currencies, excluding the value of the individual’s primary residence.
- An individual who has a gross annual income exceeding RM300,000 or its equivalent in foreign currencies per annum in the preceding 12 months.
- An individual who, jointly with his or her spouse, has a gross annual income of RM400,000 or its equivalent in foreign currencies per annum in the preceding 12 months.


(B) HIGH-NET-WORTH ENTITY
- A corporation with total net assets exceeding RM10 million or its equivalent in foreign currencies based on the last audited accounts.
- A partnership with total net assets exceeding RM10 million or its equivalent in foreign currencies.
- A company that is registered as a trust company under the Trust Companies Act 1949 which has assets under management exceeding RM10 million or its equivalent in foreign currencies.
- A corporation that is a public company under the Companies Act 2016 which is approved by the SC to be a trustee under the CMSA and has assets under management exceeding RM10 million or its equivalent in foreign currencies.
- A pension fund approved by the Director General of Inland Revenue under the Income Tax Act 1967
- A statutory body established by an Act of Parliament or an enactment of any State.

© ACCREDITED INVESTOR
- Central Bank of Malaysia established under the Central Bank of Malaysia Act 2009.
- A holder of a Capital Markets Services License.
- An executive director or chief executive officer of a holder of a Capital Markets Services License.
- A unit trust scheme or a prescribed investment scheme.
- A closed-end fund approved by the SC.
- A licensed bank as defined in the Financial Services Act 2013 or a licensed Islamic bank as defined in the Islamic Financial Services Act 2013.
- A Labuan bank as defined in the Labuan Financial Services and Securities Act 2010
- A licensed insurer as defined in the Financial Services Act 2013.
- An insurance licensee licensed under the Labuan Financial Services and Securities Act 2010.
- A Takaful licensee licensed under the Labuan Islamic Financial Services and Securities Act 2010.
- A licensed takaful operator as defined in the Islamic Financial Services Act 2013.
- An insurance company registered under the Financial Services Act 2013.
- A private retirement scheme as defined in the CMSA.
*
They charge 1.5%

Zegoon681111
post Oct 8 2020, 09:58 PM

On my way
****
Junior Member
529 posts

Joined: May 2019
QUOTE(majorarmstrong @ Oct 8 2020, 06:50 PM)
They charge 1.5%
*
That’s normal rate

If need 0%, need to wait and see whether there will be any promotions in the coming months
T231H
post Oct 9 2020, 09:10 AM

Look at all my stars!!
*******
Senior Member
5,143 posts

Joined: Jan 2015
QUOTE(Zegoon681111 @ Oct 8 2020, 09:58 PM)
That’s normal rate

If need 0%, need to wait and see whether there will be any promotions in the coming months
*
is this 0%SC applicable to wholesale funds too?
Zegoon681111
post Oct 9 2020, 09:48 PM

On my way
****
Junior Member
529 posts

Joined: May 2019
QUOTE(T231H @ Oct 9 2020, 09:10 AM)
is this 0%SC applicable to wholesale funds too?
*
They just launched wholesale fund only, so not sure yet.

But I have a feeling that it will be applicable in the near future smile.gif
AnasM
post Oct 10 2020, 03:08 PM

On my way
****
Junior Member
569 posts

Joined: Aug 2020
QUOTE(T231H @ Oct 9 2020, 09:10 AM)
is this 0%SC applicable to wholesale funds too?
*
performing not good no point buy
T231H
post Oct 10 2020, 03:46 PM

Look at all my stars!!
*******
Senior Member
5,143 posts

Joined: Jan 2015
QUOTE(AnasM @ Oct 10 2020, 03:08 PM)
performing not good no point buy
*
Previously a forummer mentioned this.... While Future performance is still unknown, the initial valued saved is
ky33li
post Oct 10 2020, 03:49 PM

Casual
***
Junior Member
313 posts

Joined: Mar 2010
From: Kuala Lumpur


for bond fund in malaysia, only go for amanahraya syariah trust fund which outperformed all other bond funds
SUSyklooi
post Oct 10 2020, 03:53 PM

Look at all my stars!!
*******
Senior Member
8,188 posts

Joined: Apr 2013


QUOTE(ky33li @ Oct 10 2020, 03:49 PM)
for bond fund in malaysia, only go for amanahraya syariah trust fund which outperformed all other bond funds
*
Thanks for highlighting it.
Since when had it been performed this well?
How did it performed when compared to others previously?
Will the factors contributing to its stellar performance be reversed?

This post has been edited by yklooi: Oct 10 2020, 03:55 PM
ky33li
post Oct 10 2020, 04:16 PM

Casual
***
Junior Member
313 posts

Joined: Mar 2010
From: Kuala Lumpur


QUOTE(yklooi @ Oct 10 2020, 03:53 PM)
Thanks for highlighting it.
Since when had it been performed this well?
How did it performed when compared to others previously?
Will the factors contributing to its stellar performance be reversed?
*
Last year it was Nomura Income Fund because it has higher MGS holdings (at 40% currently). Last year MGS performed well. If you study the breakdown of Amanahraya it has more bonds for infrastructure and if not mistaken MGS holdings less than 10%. To buy steady bond funds Malaysia just make sure it is not invested in Mex Highway of which the grading downgraded few times. That's why some RHB bond funds and KAF underperformed as they hold bond raised under Mex II Sdn Bhd (https://www.theedgemarkets.com/article/marc-extends-negative-watch-placement-mex-ii-ratings). March and September is the time to monitor bond performance because malaysia is subject to ftse russel review. In September 2020, Amanahraya barely move due to this hence it is good time to top up. I bought Amanahraya syariah fund way before fundsupermart make it a recommended fund.

This post has been edited by ky33li: Oct 10 2020, 04:49 PM
MUM
post Oct 10 2020, 06:03 PM

10k Club
********
All Stars
14,855 posts

Joined: Mar 2015

QUOTE(yklooi @ Oct 10 2020, 03:53 PM)
Thanks for highlighting it.
Since when had it been performed this well?
How did it performed when compared to others previously?
Will the factors contributing to its stellar performance be reversed?
*
just for your info if you want it...

value for money between this 2....i will pick Amanah

This post has been edited by MUM: Oct 10 2020, 06:47 PM


Attached thumbnail(s)
Attached Image Attached Image
!@#$%^
post Oct 13 2020, 07:29 PM

Safe Trader
********
All Stars
17,496 posts

Joined: Feb 2006
From: KL
any promo for PRS?
NeonForce P
post Oct 15 2020, 06:21 PM

New Member
*
Probation
3 posts

Joined: Mar 2019
Actually I am wondering, what they (Phillips Mutual) earn from this platform when people transact 0% sales charge funds? Or am I not seeing the bigger picture here lol
AnasM
post Oct 15 2020, 08:26 PM

On my way
****
Junior Member
569 posts

Joined: Aug 2020
fund house will kick back million to them due to they help sell UT to client

49 Pages « < 35 36 37 38 39 > » Top
 

Change to:
| Lo-Fi Version
0.0228sec    0.47    6 queries    GZIP Disabled
Time is now: 30th November 2025 - 02:03 AM