Vietnam, Laos, Africa etc

Biggest holding in Nigeria. Anyway monitoring, looks good, in 5-10 years these market is going to be new EM if war/famine/genocide/hyperinflation does not break out.

Africa got GDP growth of 8%-15% now...

This post has been edited by gark: Sep 24 2012, 01:35 PM

GEM pun dah susah for us laymen investors to research and study...FM...lagi susah...little news and transparency

That's why we engage fund manager loh... especially this kind of country...

Nigeria GDP growth is very high now.. is it because of all the 'scam' money earnings?

This post has been edited by gark: Sep 24 2012, 01:42 PM

Scammed too much money, loads of liquidity, all flow to stock market kot

Also "black oil" money

[quote=gark,Sep 24 2012, 01:23 PM]
http://www.hsbc.com.my/1/PA_ES_Content_Mgm...e_bric_hsbc.pdf

http://www.assetmanagement.hsbc.com/uk/att...bric_equity.pdf

http://my.morningstar.com/ap/quicktake/ove...ceId=0P0000RRPS



It really good infomation for me.
Thank you.

...And what do you think about AmAsia Pacific Reit?

This post has been edited by jasmine2001: Sep 24 2012, 02:56 PM

Wa... must charge 'con'-sultant fees already.. hehe anyway here it goes...

1. REIT fund...ho hum...
2. 70% in reit, 30% in FD
3. CUrrent running yield is 4.5%
3. 1 year 20.13% vs benchmark 16.39%
4. 1 month 0.34% vs benchmark 2.77%


Results..

1. Still a young fund, less than 1 year performance
2. Charges 1.5% for 70% in REIT and 30% in FD -
3. Running yield of 4.5% (before minus 1.5% fees) - Kinda low ball for REIT...
4. Ever thought of purchasing your own REIT?

This post has been edited by gark: Sep 24 2012, 05:53 PM

oh! you are so kind, and pro.
I never notice it " + Jpn REIT index benchmark",and yield =4.5%-1.5%=3%.

So, for the AmAdvantage Bric, I can
1)top up---->so bad!
2)switch to AmAPRF---->not good.
3)redemp---->cut lost?

Well it depends on you, and your current asset allocation and only you can see the whole picture, so you must decide for yourself. Sorry can't help you there...

Remember to do homework the next time you purchase something other wise you might get stuck with in long term...

The low yield in the REIT fund is due to the 30% in FD... the benchmark and the fund is the same which is AP + Japan, my mistake...

This post has been edited by gark: Sep 24 2012, 05:53 PM

i failed to take action runaway from equity before Budget 2013.

but never mind, it will rebound (just to comfort myself).

Where u got the yield data?

One reason I can think of is that valuation of REITs have been chased up too high by the market in search of yield in this zero interest environment.

---

Added on September 24, 2012, 8:48 pmI actually ALMOST clicked the "Buy" button today morning when KLCI dropped below 1610...to see it bounce back after lunchtime

This post has been edited by Pink Spider: Sep 24 2012, 08:48 PM

tak habis habis tangan gatalnee

I think I have gambling investing addiction

I also tired of waiting. Almost 100% of my UT portfolio in fixed income fund.
We need to be discipline and not simply shoot now.

I am currently looking at Greater China UT. Still can decide on which fund is the right one.

With the current Central Bank intervention it make timing more difficult. Think pulling the trigger for initial load up than wait and see before topping up again.

Anybody have good suggestion/experience with Greater China UT?

those invest in higher price suffering now....... i think still can wait..... china market still slowing down more.

ya, better sikit sikit.

whenever u top up, try to make sure ur cost per unit similar or cheaper than market price. or keep ur buying price not exceed the SC from market price.

meaning ur buying price after deduct the SC shud be similar or cheaper than market price, if u top up regularly. (this method not adviseble if u opt for DDI)

if u maintain this, u can cut lost the money with less losses.

cost per unit = amount u pay include SC/units. maybe u wont get the exact price, but u can get the nearest.

do some paper buying, downtrend and uptrend and flacutate scenario. u will get some clear picture.

For greater china, I am currently vested in First State Regional China Fund..

Annualized performance...

5 year -0.9% vs -4.8% benchmark
3 year +3.1% vs -2.2% benchmark
1 year - 4.3% vs -9.6% benchmark

---

Added on September 25, 2012, 10:04 amThe yield data is in the factsheet comments...by the 'fun'-manager

Even though the REIT has been chased too high, you can still find some decent 6%-7% in Malaysia and Singapore. For the fund to run 4.5% yield is due to dilution from the FD, and most probably the fund manager is chasing hot REIT's (like the recent IGB REIT, yield is at 4.5% also )

This post has been edited by gark: Sep 25 2012, 10:04 AM

Ok got it...at the factsheet.

Reasonable la...30% liquidity to take advantage of price weakness and new issues

REIT funds still ok for small investors like me who have small capital...hard to achieve adequate diversification if I buy REITs myself

Agree! Small investor like us.. but unit trust REITs to diversify in REITs..

Like I got a friend who opened a trading account recently, he dump all his hard-earned savings of 8K on 1 REIT

I'd split the 8K into 2 different counters at least

But why pay the fund manager 1.5% to manage your REIT, that is like 30% of the REIT dividend already? REIT it self is a managed fund, so you are paying a manager to manage a bunch of managers managing your investment property?

If you can get RM3k, you can start to buy REIT directly already wor... and get higher yield than the fund. Why 3K? So that you do not kena your minimum charge from most brokers.

This post has been edited by gark: Sep 25 2012, 11:37 AM