【基金专题讨论】2011年-大众信托基金III

CANONMM

基金若是投资时，别在乎朝朝暮暮。
基金若是投机时，就应该愿赌服输。
Traveller 发表于 7-3-2012 08:22 PM

    这“对联”蛮有意思的。

CANONMM

大众信托基金 将在20 March 2012 (Tuesday).再推出2项新基金
Public Strategic SmallCap Fund (PSSCF)
and
Public Enterprises Bond Fund (PENTBF)

kent05

已经买了psmallcap...还需要再买PSSCF吗?

CANONMM

已经买了psmallcap...还需要再买PSSCF吗?
kent05 发表于 8-3-2012 11:37 AM

    我的看法是不用。而且买太多项基金只会让自己难分配。只要做好基金配置就好。

福气又安康

回复 2359# Traveller

依你看法，我算是投机吗？

福气又安康

我的看法是不用。而且买太多项基金只会让自己难分配。只要做好基金配置就好。
CANONMM 发表于 8-3-2012 03:32 PM

赞同。

Traveller

回复  Traveller

依你看法，我算是投机吗？
福气又安康 发表于 9-3-2012 07:31 AM

这个只有你自己才最清楚了。。。

福气又安康

回复 2367# Traveller

其实我都不清楚到底我在投资还是投机。我一直以来都有留意PM每一个基金的回酬、留意世界经济的新闻和市场对好坏消息的反应。然后适量做switching来达到我的目标。赚个够20%我再switch回去bond。虽然我不一定要跟90天的凶狠switching fee，可是我都会尽量保持3个月才考虑更改我portfolio分配。我不看未来1年的股市如何。我最多只看半年的。我不喜欢长期投资在同样一个基金里。

投资和投机，一线之差吧~

Traveller

我个人觉得，太频密的switching，基本上已经是倾向于投机了。很简单的，如果一年switching4次，那么PM就会抽取RM100的费用，这还只是1个基金而已。如果有5个基金呢？那么可能就要给RM500了。倒不如把钱都丢在Bond Fund里面，赚取一年5％～6％的回酬，然后等到股市崩盘的时候再一次过把所有units switching去有潜能的股票基金，然后昏睡个两三年，再来收割成果，这样会不会比较好？

福气又安康

我不喜欢lump sum的switching。25块钱一次switching还ok，除非是switching 1000块钱以下的基金才不划算。如果基金达到10k以上，像这个星期般，一天的NAV上下都可以让人亏损或赚100块了。

LGCookie

不好意思，我还想请教各位前辈，债券基金是不是有所谓的约满期呢？因为我之前有看到一些保本的基金如PUBLIC CAPITAL PROTECTED SELECT PORTFOLIO FUND在约满了以后就会把资金全部退回给投资者，那么债券基金是不是也有同样的情况呢？（比如说15年期限或20年期限之类的）谢谢。

leekk8

不好意思，我还想请教各位前辈，债券基金是不是有所谓的约满期呢？因为我之前有看到一些保本的基金如PUBLIC ...
LGCookie 发表于 12-3-2012 12:03 PM

保本基金一般都有期限的，债券基金一般没有，所以没有期满的情况。

LGCookie

保本基金一般都有期限的，债券基金一般没有，所以没有期满的情况。
leekk8 发表于 12-3-2012 02:13 PM

呼。。。那我就可以安心做switching了，感谢您的资讯。

rabbit1987

想投资五千块买fund，建议下各位老大

momo^

请问  那些 annual management fee  是在几时和哪里扣的呢？ 每一年扣的吗？

福气又安康

请问  那些 annual management fee  是在几时和哪里扣的呢？ 每一年扣的吗？
momo^ 发表于 13-3-2012 07:26 AM

不，这些费用每一天都在扣。

福气又安康

我猜得没错，果然这些人在退出市场。

EPF goes on selling spree
By CHOONG EN HAN
han@thestar.com.my



It disposes of RM441mil worth of shares on March 7

PETALING JAYA: The Employees Provident Fund (EPF) sold a whopping RM441.09mil worth of Malaysia-listed equities on March 7 alone, in line with its trend of active disposals over the last two weeks.

Bursa Malaysia filings showed that on March 7, the EPF along with its portfolio managers dumped a total 83.68 million shares on the open market, substantially more than the 7.4 million shares it had acquired the same day.

The number of shares disposed of represents almost half the total volume traded that day, which stood at 173.14 million shares.

Fund managers reckon that the fund was merely taking profit but its aggressive selling had dragged the FBM KLCI down from its all-time high last week.


The FBM KLCI ended 10.47 points lower at 1,574.83 that day from 1,594.74 on Monday.

“It seems that the portfolio managers under EPF are taking a breather after the market climbed to near all-time highs.

“The number is substantial, and definitely the index would be down from the disposal. Filings next week will show whether the fund has continued with its selling spree this week,” said a fund manager.

Under the Companies Act 1965, substantial shareholders need only notify the listed company of the shareholding transaction within seven days.

Among the biggest disposals on March 7 were 11.43 million shares in Telekom Malaysia Bhd, 10.72 million shares in Axiata Group Bhd, and 10.23 million shares in YTL Corp Bhd.

EPF's divestment of shares has been going on for the last two weeks.

Most notably, between Feb 28 and March 1, it had disposed of about 30.3 millions shares in Maybank.

It had also early this month sold 10.7 million shares in UMW Holdings Bhd, 8.5 million shares in CIMB Group, 6.5 million shares in Telekom Bhd, six million shares in DiGi.Com Bhd, 3.7 million shares in IJM Corp Bhd, and 3.2 million shares in IOI Corp Bhd.

Meanwhile, EPF chief executive officer Tan Sri Azlan Zainol is reported to have said that the EPF had not distorted the market.

“It is all unintentional. We transact over three million shares at any one time; of course the market would be distorted,” he said.

In another development, the EPF is expected to start distributing portions of the Rubber Research Institute of Malaysia land in Sungai Buloh by June.

It is leading the development of the proposed prime township development via Kwasa Land Sdn Bhd, a wholly-owned subsidiary of the EPF.

http://biz.thestar.com.my/news/s ... 66&sec=business

momo^

回复 2376# 福气又安康

那为什么在 annual statement 并没有这些 fee ?  要如何知道到底扣了多少？

福气又安康

回复 2378# momo^

每一年的financial statement里面有写出来一共给了多少费用的。可是如果你翻阅2011年Master Prospectus第199页，那边有写着这些费用是每一天都计算，然后每一个月都一次过汇给trustee和基金经理。

goatbernard

我最近想找个bond fund来做switching,我是第一次要做switching而且也还没有bond fund，有谁可以介绍个bond fund。因为好像很多bond fund都关闭了。