Public Mutual, PM/PB series fund
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 Aug 29 2007, 10:23 AM
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#1
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Senior Member
1,059 posts Joined: Mar 2006 From: KL  
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If Im not mistaken, the return has taken the distribution into consideration, so you can't calculate the NAV based on the performance if there is any distribution during that period.
I think we should suggest PM to provide us the historical price of the funds in its website at least for 1 year... Anyway, most people looking at the fund's performance, but not looking at the price...maybe cause of the distribution... |
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Aug 30 2007, 11:20 AM
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#2
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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This market wrap for unitholders and agents are different?
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Aug 30 2007, 12:55 PM
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#3
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(ejleemy @ Aug 30 2007, 11:43 AM) Ya they are different, I subscribe to both. I still don't know they are different...I still thought they are same...   |
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Sep 1 2007, 02:10 PM
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#4
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(Darkmage12 @ Sep 1 2007, 10:48 AM) when send? What you need? |
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Sep 7 2007, 10:25 AM
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#5
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(dzi921 @ Sep 6 2007, 10:48 PM) Yes I know In fact, you can call to PM to ask for your account number instead of waiting them send you statement.I know PSMALLCAP and PIOF is aggressive. Go up fast. Go down also fast. I will only put some units in it to boost it up I will be spreading my portfolio out by this percentage PRSF 30% PGF 30% PSMALLCAP 15% PIOF 15% PIEBF 5% PISBF 5% Really restless waiting for the account number to come. PIEBF just came and it is exactly a month  |
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Sep 19 2007, 10:04 AM
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#6
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(cherroy @ Sep 18 2007, 06:45 PM) Personally think the currently, you can't classify current market condition as down nor bear. Look at bigger picture and long term chart, still most worldwide stock markets are not far from its historical high. Yes, if fund house launch new funds during bear market, it's really difficult to sell the funds, although that's the best time to invest. Most people will only invest when bull market and stop invest during bear market. Anyway, only people invest in other way round can be rich...Take a look on 5 years chart, still market is at high side. But condition can change in the future which no one can predict correctly how it will be. Instead new fund should be launched during bear market as time and time again, it proves that bear market (especially when recession near to end) is the time to pick up some good stock that price is under distressed despite company fundamental still intact. But launching new fund during bear market, I think fund house will have difficulty to sell it, that's why nobody want to launch new fund at that time instead launching during a bull run will receive overhelming response and fully subscribe. Yes, fund portfolios are not static throughout, but not as frequent as some retailers, buy and sell in just few days. They will review their portfolio from time to time which depends on market movement, company fundamental etc. if nothing changes much, then they generally hold for long term, only trade small portion of their fund. |
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Sep 20 2007, 10:33 AM
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#7
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(kucingfight @ Sep 19 2007, 01:47 PM) Slightly OFF topic. If you want aggressive, PAGF is an aggressive fund and it has been launched for more than 10 years.I have invested in 4 (relatively new funds) PIADF,PCSF,PFEPRF & PIABF. I'm looking to invest in the older funds, any recommendations? I'm aggressive, so only equities please. Anyway, a local fund PRSF is a good choice, mostly invest in bluechips. |
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Sep 26 2007, 10:27 AM
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#8
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(Jordy @ Sep 25 2007, 08:24 PM) Yeah lo, like me.. 1 Oct is the official date mainland investors start going into HK? If this is the case, then HK market will boost... I'm going to pump money in again before 1st October.. Dzi, if you wanna pump, you still have the chance.. October 1st is the official date mainland investors start going into HK..  Do you have further information on this? Such as any limitation for the mainland investors? |
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Oct 2 2007, 10:55 AM
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#9
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(David83 @ Oct 1 2007, 09:01 PM) My current plan: Repurchase your loaded units and invest in PSEASF, definitely you loss your service charge. Why you want to do so? You can switch it, if can't switch during offering period, you switch after that, you still save 5.45% service charge.1. Repurchase 50% of loaded units in PSBF and invest in PSEASF. Hope I could repurchase on time before the initial period ends. Repurchase has no additional charge right? 2. Switch the remaining loaded units in PSBF to PFEPRF. |
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Oct 5 2007, 10:29 AM
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#10
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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Buying a balanced fund is not a very wise choice for me. I think buying equity fund and bond fund separately to make your portfolio balanced is much better.
Anyway, PFEDF is a good dividend fund, giving stable annual income and high dividend yield stocks are always safe to invest. |
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Oct 9 2007, 10:47 AM
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#11
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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You all really quite good in portfolio management and monitoring. I can see some of you really have a huge amount of investment
 Profit also can reach 12k...my investment capital not even half of 12k |
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Oct 10 2007, 03:09 PM
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#12
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(Jordy @ Oct 10 2007, 10:12 AM) Well, you still need to check over the counter to clarify it.. I think won't be 0.32++, if rise, also should be 0.31++... If nothing is lost then nevermind.. I have communicated with my agent.. Might switch the fund from PFEPRF into PFEDF today, still have some presigned forms.. If I'm lucky the regional market will not rise a lot today.. If not, I'll be buying at a price around 0.32xx.. |
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Oct 11 2007, 11:23 AM
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#13
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(Medufsaid @ Oct 11 2007, 10:58 AM) My agent didn't even know that switching can be done via telemutual. I wanted to switch to bond in late July, but he told me to wait till he take leave in 2nd week of August to go UT office to switch. Guess what, that folly cost me 9% paper loss. So sad to hear this. As an agent, he can't delay the thing for so long as the price is moving everyday. 2nd week of Aug, the equity funds price are all low, he should advice you to wait for more a while then only switch. |
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Oct 12 2007, 10:05 AM
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#14
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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For those investors who always make top up or switching, it's good they can do it using ebanking/telemutual instead of depending on agent.
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Oct 14 2007, 08:19 AM
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#15
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(David83 @ Oct 12 2007, 10:25 AM) What's the point of paying upfront service charge if everything needs to be DIY? Service charge is definitely too high currently in Msia. Anyway, service charge is the income of the agent and agent provide service and recommendations to investors.  DIY on switching, because telemutual is the fastest way to switch a fund, instead of the agent need to get your signature and submit the form everytime you switch. |
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Oct 17 2007, 12:39 PM
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#16
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(Jordy @ Oct 14 2007, 11:15 AM) I have some presigned forms in my agent's hand.. Yes, it's better you can presign the form and pass to your agent. It's faster and time saving.So everytime I call she'll do the switching for me immediately.. If you got the unethical agents, then I would agree using telemutual.. I have no problem going through my agent anyways.. |
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Oct 19 2007, 10:35 AM
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#17
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(chidori_nep @ Oct 19 2007, 12:06 AM) Hihi~ Newbie (and SUPER NOOB) here As Jordy said, try to manage your time. Being a student, we have more time to learn about investment, when you come out to work, you will be busier and no time to learn about investment. Im a bit regret that I didnt put much time on stock investment during my Uni time. I'm a 22 year old student who suddenly felt a strong 'urge' to start investing on something..and chose to start off with Public Mutual Unit Trusts.  Currently invested 1k in PCSF at around 0.278 price & 4k in PSEASF....thought of juz leaving em there for them to grow until I read all u guys' posts....SO PRO!!!  Feel so inspired by all u guys' knowledge, esp dzi921, Jordy, David83, Darkmage12 , I_bryan, lwb, kingkong81, leekk8, etc.....Wow to think of all the time & energy spend on tracking & predicting the trend of the market  ya guys must've spend lots of time on it everyday  Hope u guys will keep up the good work!!! So i can learn more stuff from ya guys!!!! and hopefully get sum tips along the way...haha~  (lol this unit trust thing is too interesting...keep distracting me from studying for coming (& very near) exam....  ) |
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Nov 2 2007, 10:28 AM
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#18
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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QUOTE(Ken @ Nov 1 2007, 12:00 PM) i have a new plan for 2008 till 2010, which is to put RM1k - 1.2k monthly into a few PM funds ... will it a little bit aggresive ? for sure i will hav cash inhand for emergency ... It's good that you plan to put 1k every month into UT. As you got emergency fund, it's wise to use your extra money to invest. Since you have RM1000, better you can put into few different risk level funds, but not only into aggressive fund.now i monthly only put rm500 into 3 funds which is piof and the itikal fund ... from agent coming november will hav 2 new funds ... Yes, next week there should be 2 new funds launching. |
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Nov 5 2007, 10:22 AM
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#19
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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Next year onwards, we can't claim back the excessive tax of distribution, as Single Tier Tax System will be effective next year.
Anyway, try to look at the distribution voucher, there is only a portion of distribution will be taxed...so, if you get RM100 distribution, definitely you won't be taxed at RM27. Maybe only RM30 from the RM100 need to be taxed, so, you are only charged RM30x27%=RM8.10 for tax. |
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Nov 5 2007, 03:10 PM
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#20
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Senior Member
1,059 posts Joined: Mar 2006 From: KL
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Public Mutual will launch 2 new funds, which are Public Sector Select Fund and Public Islamic Sector Select Fund.
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