same here, has anyone verified what is going on?

Clarified with them, this is what they said:-

There was no dividend declared by the fund manager for the past two months. As such, your returns will be purely reflected as capital appreciation for these months. You'll be able to see the returns breakdown in your upcoming monthly statements.

However, this does not impact the overall projected return of the fund. Whenever a dividend is paid, the share price of a fund would theoretically fall by the amount of dividend paid. Therefore, when there is no dividend paid, the returns would be pure from capital appreciation.

Hope this provides more context on the matter

KWEB range bound for so long….


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You're still holding the portfolio with KWEB?
Thought saw some posts said it was sold off?

This post has been edited by thecurious: Jan 16 2024, 08:04 PM

Yes. SA dispose of this asset.

Get to know KWEB all because of SA.

SAMY doing well lately?

my SA portfolio turn positive

but performance/ returns are not in par with my other US/ malaysia/ Asia pacific asset unit trust…..

has withdrawn some fund from the portfolio since…likely will only put in money into the blackrock/ own flexi portfolio when time is right.

You mean their own portfolio?
Now they have their own, powered by Blackrock and also flexible portfolio.

From their site, ...
https://www.stashaway.my/

Looks like SRI 36% did well in year 2023...
Failing myr did a part too. Ha ha



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never ever trust their site. 0.8% management fees never included

yep a big part is because of currency exchange. 20.28%(MYR) vs 13.61% (USD).

If we just exchange to USD & do absolutely nothing, we gain around 6.7%

Yes, it is stated...


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Just exchange usd and Do nothing gain 6.7%, but if put into SAMY 36%Sri and do nothing more gained 20%.
Ha ha

If we only knows how it goes in future ...ha ha

I don't think you understood what I meant.
The MYR performance is misleading and a big chunk was just currency exchange like what you have mentioned.

I was just putting it in numbers.

If one wants to compare what would happen if they exchange & do nothing VS exchange & put in SA, they should look at the USD numbers aka real performance.

Anyway, I remember that you like MYR numbers instead of USD. Well, you do you. Cheers.

already withdrawn my mainportfolio

DCA into VOO now

how does it compare to the blackrock version?

Stashaway Simple is reducing to 3.6% pa. There are other money market funds which offer better deposit and withdrawal processing time at the same or better rate.



This post has been edited by Gabriel03: Jan 18 2024, 02:02 PM

I liked to look at SAMY returns in MYR numbers.
My epf returns are in MYR
My unit trust investnent returns are in MYR
My rental income is in MYR

My expenses in Malaysia is in MYR.

THUS I would like to beable to easily see if my MYR return from my investment can covers my MYR expenses or not

This post has been edited by MUM: Jan 18 2024, 01:53 PM

I think they do periodically publish their performance and performance from black rock portfolio too.
The last one is till 3rd quarter of 2023.... the 4th quarter one "should" be coming

Any other suggestions other than Versa, GO+ and KDI?

This post has been edited by siaush: Jan 18 2024, 02:40 PM