PM me ur e-mail I send u the worksheet

Kucing tak suka foreign funds lar

true for
- no forex risk
- malaysian market go EPF, PNB, Khazanah etc to support

but same way the upside potential also limited
AND, how long can the support continue?

I personally think 25-33% foreign exposure would be nice

(RM100 / RM0.666) + (RM100 / RM0.588) = 320.22 units (assuming 0% sales charge)

Average price/cost per unit = RM200 / 320.22 = RM0.6246

If sales charge = 5%, insert this into the calculation
RM100 / 1.05 / RM0.666

where u derive the fund code i.e. the "AMDYMIC:MK"?

This post has been edited by Pink Spider: Mar 13 2012, 09:48 AM

thanks

Today book closed for distribution

Ya or...AmDynamic Bond drop...AmBond drop...even AmIncome Plus also dropped

Cannot be BNM increasing rate at this juncture
It'll be economic suicide

Ah Dew...AmDynamic Bond already went ex-Dividend, but I think it has not been credited...wait for your dividend statement/voucher...

U call me Pinky

My overall portfolio now:
40%+ equities
60%+/- fixed income
Cash is out of the equation

About 30% is in foreign equities, mix of emerging markets and developed markets
Local equities just 10%+/- of my overall portfolio

My holdings in Eastspring Investments (formerly Prudential) Global Leaders MY Fund which invests mainly in US equities is up 8%++ after only about 2 months

This post has been edited by Pink Spider: Mar 20 2012, 12:15 PM

Guys, insider info...

AmBank is reducing money market deposit rates...hint of BNM reducing rates?

Nowadays more and more demand for close-ended bond funds

but other than Emerging markets equity and bonds...virtually nothing is attractive now

Try Hwang Select Opportunity Fund
- Global mandate
- Asian focus
- Anchored by Malaysian stocks

I currently don't have it in my portfolio (yet) due to it having >50% invested in Malaysian equities. General Elections coming bro

Will add it to my portfolio after the GE

Kenanga - 100% in Malaysian equities
Hwang - 50-70% in Malaysian equities (check its prospectus for its mandate, if I'm not mistaken they can invest up to 50% in foreign markets), Asian focus

Performance-wise, Kenanga slightly outperformed Hwang. If you were to compare their returns, when Asian markets outperformed Malaysian markets, Hwang would outperform Kenanga, and vice versa.

If you want a fair comparison, compare Hwang SOF to OSK-UOB Equity Trust, as they're having similar investment mandates. Equity Trust can invest up to 30% of their portfolio in Asia Ex-Japan markets if I'm not mistaken. Hwang SOF outperformed Equity Trust.

---

Added on April 16, 2012, 10:29 pmRecently Malaysian equities underperformed foreign markets, that's why.

This post has been edited by Pink Spider: Apr 16 2012, 10:29 PM

Yeah, but there are so many different indices out there...if u get what I mean

Clever

Pick an "easy" benchmark, automatically makes the fund a "winner"

EON Bank can print statement anytime...just tell them the period e.g. from Jan-12 to Mar-12 u wanna print, within seconds can print.

Which bank u talking about?

no clue other than
1 - system weakness
2 - M.A.L.A.S.