Eastspring Investments (formerly Prudential), Hwang, AmInvestment, Alliance, among others, all zero switching fee. Of course, only for intra switching.

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Added on October 7, 2012, 5:08 pmPls do some searching...both funds went ex-distribution on 28th September

http://www.fundsupermart.com.my/main/fundi...nouncement.svdo

This post has been edited by Pink Spider: Oct 7 2012, 05:08 PM

This website does not have PB/Public bank series fund report?

No la bro.. fndsupermart doesnt sell PM funds. If you need info for PM funds, need to get in touch of the PM agent or PM website..

bro, this is fund investment corner...not FSM thread

u got confused

hi guys.

im absent for a while from this corner.

anyway, just sharing with you guys.

today i 80% all my investment into sukuk. another 20% i moved to balanced fund.

reason is because the 80% portion already made growth around 5%-8%, so i lock it first. doesn't matter if the market goes up later. i just park them 1st before hit back into equities.

for the 20% portion i moved to balanced because the value still haven't break even. so i decided to expose those 20% to equities+bonds market and willing to take a little bit of risk.

This post has been edited by hafiez: Oct 8 2012, 11:01 PM

Am planning to switch partial of my AmD bond to OSK-UOB too. Make use of the nil switching fee. Need to be more diversify.

AmDynamic Bond already closed, I'd suggest not touching it. Park your current and future months' excess funds in OSK-UOB Income Fund, that's what I'm planning to do.

P.S. - OSK-UOB IF minimum subsequent purchase also RM1,000

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Added on October 8, 2012, 11:52 pmJust bought into Hwang Asia Quantum Fund (an Asia Ex-Japan, overweight Malaysia small-mid cap equity fund) 2 weeks ago, almost recouped my FSM Sales Charges. Hwang IM is ridiculously good.

This post has been edited by Pink Spider: Oct 8 2012, 11:54 PM

I think you will incur an exist fee of 1% for AmDynamic Bond. The is no sale charge for OSK-UOB Income Fund.

Try not to touch your AmDynamic Bond as Pink said.

Correct me if I'm wrong. Was looking at FSM "other performance data" column and noticed that OSK annual return loses to AmD by quite a huge margin. 2011 - 10.12% vs. 3.93%

Or I'm looking at the wrong column.

This post has been edited by TakoC: Oct 9 2012, 09:25 AM

which sukuk fund you move to?

Yes, AmDynamic beats OSK-UOB Income Fund by a wide margin, but
- it's closed for further purchases
- it's 100% MYR Bond vs OSK-UOB IF up to 30% in foreign bonds
- OSK-UOB IF is more focused on conservation than returns (based on what I read from its literature)

That's why I said, leave your holdings in AmDynamic Bond untouched, but start buying into OSK-UOB IF, it's one of the better MYR/MYR-focused bond fund around.

P.S. 2012 year-to-date returns are comparable:
AmDynamic 5.89%
OSK-UOB IF 5.28%

My guess? Ringgit depreciating and/or lesser interest in MYR bonds compared to HKD/SGD bonds. Diversification bro, diversification.

This post has been edited by Pink Spider: Oct 9 2012, 10:07 AM

Thanks for the tip, bro.

You self calculated the 2012 annual return of two fund?

Didnt notice any foreign bond that OSK invests in the prospectus. But I just had a glimpse, reading in details over the weekend.

Btw; to see the annual return of a fund we should refer to "other performance data" column right? This is a really lost question. lol

FSM got "Year-to-date" returns for each fund

As at latest fact sheet, about 20%++ of OSK-UOB IF is invested in SGD and HKD bonds.

CIMB Islamic Sukuk Fund.

What is the sales charge to buy this fund in CIMB?

If via CWA, it is 2%. if via CPAM, im not sure but must be cheaper.

However, if via CPAM, no one will monitor it for u.

But i get it for free because i already invested in other CIMB funds via CWA. So the switching is free. 4 times per year. S basically it's free whole life because i dont frequently switch. Renew every year.

arrhh.. very good that switching is free.

i have bought rm10k for AmIncome flexi.

You are referring to amincome or amincome plus?

http://www.fundsupermart.com.my/main/resea...?articleNo=2812

wat u guys think about these funds? Am planning to put more into equity. Hwang's Asia Quantum Fund look more interesting to me so far.