QUOTE(necrox77 @ Jul 20 2021, 08:21 PM)
from long term investor perspective, why notInvestment StashAway Malaysia, Multi-Region ETF at your fingertips!
Investment StashAway Malaysia, Multi-Region ETF at your fingertips!
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Jul 20 2021, 09:21 PM
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Senior Member
2,106 posts Joined: Jul 2018 |
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Jul 20 2021, 11:33 PM
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Senior Member
1,537 posts Joined: Jul 2008 |
QUOTE(Nom-el @ Jul 20 2021, 04:31 PM) You are the one who keeps giving wrong and misleading information and won't admit it when people share the correct info. You keep spinning and moving away from the topic. i think we usually just ignore himYour earlier post about no management fee from the fund house when buying from SA Simple is incorrect. Even after deducting the 0.3% rebate from SA, there is still a 0.5% net expense ratio that is being charged. This info is widely available on the official website if you have bothered to actually read them. Where do you get the info about the taxation? From your own imagination and misguided assumption as usual? yellowpika, Medufsaid, and 6 others liked this post
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Jul 21 2021, 12:10 AM
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Senior Member
4,146 posts Joined: May 2005 |
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Jul 21 2021, 07:45 AM
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Senior Member
6,427 posts Joined: Jan 2003 From: Autobiography!!! |
QUOTE(Nom-el @ Jul 20 2021, 04:31 PM) You are the one who keeps giving wrong and misleading information and won't admit it when people share the correct info. You keep spinning and moving away from the topic. Go read the annual report and you know that the fund has higher expense ratio due to taxation advisory services by Deloitte Tax Services Sdn BhdYour earlier post about no management fee from the fund house when buying from SA Simple is incorrect. Even after deducting the 0.3% rebate from SA, there is still a 0.5% net expense ratio that is being charged. This info is widely available on the official website if you have bothered to actually read them. Where do you get the info about the taxation? From your own imagination and misguided assumption as usual? Under TER there is a column for the tax services which should not be case because if invested in wholly money instruments it is liable for taxation expense column while AmInvest is putting as it as taxation advisory service fee payable to Deloitte https://www.aminvest.com/OurFunds/UnitTrust...rt/AmIncome.pdf |
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Jul 21 2021, 09:30 AM
Show posts by this member only | IPv6 | Post
#14965
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Senior Member
5,143 posts Joined: Jan 2015 |
QUOTE(xander83 @ Jul 21 2021, 07:46 AM) Go read the annual report and you know that the fund has higher expense ratio due to taxation advisory services by Deloitte Tax Services Sdn Bhd no an expert in tax things or any sort of things,...Under TER there is a column for the tax services which should not be case because if invested in wholly money instruments it is liable for taxation expense column while AmInvest is putting as it as taxation advisory service fee payable to Deloitte https://www.aminvest.com/OurFunds/UnitTrust...rt/AmIncome.pdf from your link, was just wondering, why is the value of Before tax and After Tax is the same,.... does it mean no tax incurred? regarding "the fund has higher expense ratio due to taxation advisory services by Deloitte Tax Services Sdn Bhd" reading from the report, the taxation advisory services money being paid ....is it 7,369 + 2,055 ? if YES,...then what is the value of that Tax Expense Ratio be considering the value of the fund size (5,010,850,587)? is TER calculated as being that? Attached thumbnail(s) wongmunkeong liked this post
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Jul 21 2021, 11:04 AM
Show posts by this member only | IPv6 | Post
#14966
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Junior Member
507 posts Joined: Jun 2015 |
QUOTE(xander83 @ Jul 21 2021, 07:46 AM) Go read the annual report and you know that the fund has higher expense ratio due to taxation advisory services by Deloitte Tax Services Sdn Bhd Almost all funds are paying for the taxation advisory services. Paying for tax advisor's service is not the same as actually paying for tax. You cannot tell the difference after reading the annual report and still dare to ask people to go read it? Even if there is tax charged, what does that have to do with StashAway? Why they don't have to pay tax and what does that have to do with the rebate? Under TER there is a column for the tax services which should not be case because if invested in wholly money instruments it is liable for taxation expense column while AmInvest is putting as it as taxation advisory service fee payable to Deloitte https://www.aminvest.com/OurFunds/UnitTrust...rt/AmIncome.pdf What the others in the forum said are correct. It is really a waste of time to respond to your post. yellowpika, Quazacolt, and 10 others liked this post
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Jul 21 2021, 12:00 PM
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All Stars
15,856 posts Joined: Nov 2007 From: Zion |
Fuh that KWEB. Dipped around 10pm then become green in the morning
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Jul 21 2021, 12:18 PM
Show posts by this member only | IPv6 | Post
#14968
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Junior Member
106 posts Joined: Jul 2010 From: Bumi Kenyalang |
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Jul 21 2021, 12:21 PM
Show posts by this member only | IPv6 | Post
#14969
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Senior Member
8,188 posts Joined: Apr 2013 |
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Jul 21 2021, 12:40 PM
Show posts by this member only | IPv6 | Post
#14970
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Junior Member
106 posts Joined: Jul 2010 From: Bumi Kenyalang |
QUOTE(yklooi @ Jul 21 2021, 12:21 PM) Notable ones are the addition of US High Grade Bonds (AGG) and Australian Equities. I think Australia is viewed as a growth sector?Anyway, you can create new portfolio to view the differences. Can be deleted anytime. |
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Jul 21 2021, 12:58 PM
Show posts by this member only | IPv6 | Post
#14971
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Junior Member
269 posts Joined: Sep 2019 |
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Jul 21 2021, 01:08 PM
Show posts by this member only | IPv6 | Post
#14972
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Senior Member
8,188 posts Joined: Apr 2013 |
QUOTE(RetroMayday @ Jul 21 2021, 12:40 PM) Notable ones are the addition of US High Grade Bonds (AGG) and Australian Equities. I think Australia is viewed as a growth sector? just checked/compared some etfs in the 22%SRIAnyway, you can create new portfolio to view the differences. Can be deleted anytime. many more i did not check Attached thumbnail(s) |
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Jul 21 2021, 01:34 PM
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Senior Member
4,724 posts Joined: Jul 2013 |
Erm, i'm on 30%...
Apparently target allocation for IVV IS 0%. Current around 5%. Then target for australia is 10%. Current 0%. |
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Jul 21 2021, 01:44 PM
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All Stars
15,856 posts Joined: Nov 2007 From: Zion |
Whoa major reoptimisation...
SAMY is dumping gold! Australia ETF.. this is interesting XLE makes its return More REITS.. This post has been edited by zstan: Jul 21 2021, 01:53 PM |
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Jul 21 2021, 01:44 PM
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Junior Member
233 posts Joined: Mar 2016 From: Kuala Lumpur |
Was thinking of increasing my risk from 22 to 36 when there's reoptimisation, after reading it, guess I'll be staying at 22% as I'm more comfortable with it
I guess the ESG etf wont be joining this round's reoptimisation? 🤔 |
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Jul 21 2021, 01:46 PM
Show posts by this member only | IPv6 | Post
#14976
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Senior Member
2,649 posts Joined: Nov 2010 |
Interesting
Adding xle, xlp and ewa in 36% |
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Jul 21 2021, 01:53 PM
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Junior Member
543 posts Joined: Sep 2005 From: Sri Petaling, KL |
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Jul 21 2021, 01:55 PM
Show posts by this member only | IPv6 | Post
#14978
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Senior Member
6,779 posts Joined: Jan 2009 From: SEGI Heaven |
interesting, mine is add EWA,XLP,XLE,AGG and VNQ
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Jul 21 2021, 02:01 PM
Show posts by this member only | IPv6 | Post
#14979
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Junior Member
973 posts Joined: Oct 2018 |
So for SRI36, it will be these:-
KWEB (20), EWA (10), IJR (10), XLP (16), XLE (10), AGG (8.5), VNQI (12.3), VNQ (7.7) and GLD (4.5) and Cash (1). |
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Jul 21 2021, 02:02 PM
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Senior Member
4,146 posts Joined: May 2005 |
What will happen for instance AAJX since the target is 0% and I’m still holding it. They will initiate sell order for all?
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