Invest Made Easy
Unit Trust Fair 2013, A Smashing Success!
Shane My
Publish date: Mon, 28 Jan 2013, 09:40 PM
Shane My
0 271
Like many of us, we seek for financial security and ultimately financial freedom. This blog is intended to act as a journal of investment as I journey towards that dream. At the same time, I hope that the articles written here would also benefit many others who share the same vision as me.
First and foremost, kudos to Fundsupermart for organizing a successful 2013 Unit Trust Fair! This year's annual Unit Trust fair held on the 26th of January 2013 at KL Convention Center managed to attract a large number of investors who came looking for expert's opinion on what, where and when to invest for 2013.
My partner and I arrived at about 10:30am. After registering our names and obtaining welcoming freebies from the pretty FSM girls FSM personnel, we immediately headed over to FSM booth to accomplish my primary objective for attending the fair.
With discounted sales charge fee of only 0.5% on that day, my first and main objective was to make additional investments on my existing portfolio and also to purchase a new fund from Amanah Mutual Berhad. Read which fund AMB fund I was contemplating about HERE.
In total I managed to save about:
As for the both of us, we managed to collect quite a fair amount of freebies ranging from reusable bags, notepads and pens that could last us for at least till the next Unit Trust Fair in 2014!
When the MC announced that it was the CEO of ARECA Capital turn to speak, we adjourned to the Conference Hall located right beside the exhibition hall. Here's what I manage to gather from the speakers in the morning session:
(Pre-Disclaimer : What is written next is from the understanding and opinion of the author only)
Key Points:
1. The local Bursa will be volatile from now till election.
2. Personal financial planning is vital and investors should start investing as early as possible:
3. Apart from the typical long term investing in shares, another alternative of investing in shares is via Momentum Investing. Momentum investing involves constant monitoring and understanding on when to buy shares at market bottom and when to sell at market top. This is illustrated in the volatility chart of KLCI from year to year as shown below. The same method can also be applied to unit trust investing.
4. US Economy is improving:
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| Giant Banner on display! |
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| FSM Registration Counter : No pretty FSM girls were harmed or available when this picture was taken |
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| FSM Booth : And I thought I was the first to arrive! |
- RM75 (if compared to the normal 2% charge from Fundsupermart)
- or RM225 (if I were to purchase at 5% sales charge fee from a local agent)
You can do the math if you're curious about how much I've invested.
While waiting for the talk by Danny Wong, CEO of ARECA Capital to start, we decided to check out the booths set up by different fund houses. Representatives from respective fund houses can be seen busily attending to inquisitive and potential investors.
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| CIMB Principal located right at the Main Entrance..Like A Boss |
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| Hwang Investment's spin the wheel of freebies (see bottom right of picture) |
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| Nothing like a good roll of dice for Kenanga Investors Booth |
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| AMB...blue as ever... |
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| This picture contains only 50% of the Freebies we got (not including prospectus) |
(Pre-Disclaimer : What is written next is from the understanding and opinion of the author only)
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| Danny Wong, CEO of ARECA Capital |
1. The local Bursa will be volatile from now till election.
2. Personal financial planning is vital and investors should start investing as early as possible:
3. Apart from the typical long term investing in shares, another alternative of investing in shares is via Momentum Investing. Momentum investing involves constant monitoring and understanding on when to buy shares at market bottom and when to sell at market top. This is illustrated in the volatility chart of KLCI from year to year as shown below. The same method can also be applied to unit trust investing.
4. US Economy is improving:
5. Although China's economy has bottomed out, the equity market in China is still rather risky.
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| Raymond Tang, Regional CIO of CIMB-Principal Asset Management |
Key Points:
1. Buying unit trust is similar to performing plumbing or doing an electrical installation at home. There's two option, Option 1, you can do it yourself. Option 2, you call the neighborhood plumber or the electrician.. The same applies to investing you can either invest yourself or entrust your money to a fund manager that specializes in investing.
2. Investing long term is like running a marathon. The marathon ends when you stop investing.
3. Raymond also spoke in lenght about the concept of PRS. If you like to find out more about PRS, check out my blog post on PRS.
Lunch Break!!!!!
Took the chance to practice my photo taking skill with the Samsung Tab...
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| Twin Towers view from KL Convention Centre |
Chinese NewYear deco at KLCC Main concourse area...
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| God of Prosperity at KLCC greeting investors coming from FSM Fair! |
Afternoon Session Talks from...
Woo Mun Thye, Director, Asset Management, OSK-UOB Investment Management
Key Points:
1. The China Government is focused on economy development and creating stability. While the priority is not on the China stock market, the outcome of a healthy economy development would indirectly lead to better performance of the stock market. In simple terms the Economy of China is equivalent to a main course while the Stock market is dessert.
2. Based on his observation, the retail sales sector for China has improved.
3. Opportunities for investment in China are seen in the healthcare, energy, discretionary consumer and internet related sector. It is also expected for selected financial stock and the industrial sector to benefit from the strategies by the China Government to sustain growth.
4. Potential disappointment from investing in China are:
- Reforms are slow such as reducing corruption.
- Slow growth likely to be 6.5 - 7.5% range as the current China Economy needs significant reforms.
- Poor foreign policies resulting in territorial disputes with neighbors.
- Jostling with the US for influence in Asia.
Chung Yee Wah, CIO, Kenanga Islamic Investors
Key Points:
1. Introduced the Absolute Return policy and strategy practice by all Kenanga fund managers. (I shall write a dedicated article on this in my next post)
2. Kenanga Funds has performed fairly well as compared to the benchmark KLSE index due to the Absolute Return policy they have in place.
3. Since this method has worked well for Malaysia Equity Funds, Chung believes that the same policy can be applied to the Asia market as well.
4. With indicators showing positive outlook on China, it is expected that Asia Pacific countries would also benefit from China's recovery due to their inter-dependency.
5. Why is China able to stimulate their own economy?
- Large bank deposit reserve ratio at 20% (Malaysia's reserve ratio is only 4%)
- China's lending policies are strictly regulated and controlled due to fear of high food, rental and property prices.
- China has low levels of public debts, about 20% of GDP (Malaysia's current public debts is about 54% of GDP)
6. Areas of potential investment are hygiene products in China, Thailand Healthcare, Agriculture and Oil Seeds.
David Ng, CIO, Hwang Investment Management
Key Points:
1. Hwang Investment also practices the Absolute Return policy and strategy.
2. This strategy has helped various funds from Hwang to perform extremely well in the Asia Pacific excluding Japan category.
3. A tip he shared to investors is that when everyone is afraid that the world would end (Y2K, Mayan Prediction of Armageddon, September 11 Terrorist Attack), that is when we take the opportunity to invest as much as possible. Buy when the overall sentiment is negative and sell when everyone is bullish.
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| There was no end of the world, I just ran out of space for the Calendar! |
4. With positive indicators showing recovery at China, the Asia Pacific region is set to benefit the most out of it.
Session End....
David's presentation was the last, followed by a Q&A session which ended at approximately 5pm.
While waiting for the Lucky Draw session at 5.30pm, I managed to get my partner to open an account with Fundsupermart and start her very first Unit Trust investment!
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| Filling up FSM registration form...wonder why she needed to refer to the phone?? |
In honest truth, I don't think it was me who convinced her at all. Instead it was the confident, intriguing, witty and well delivered speech from David Ng that gave her the confidence to invest into Unit Trust.
What fund she did she buy?? Well obviously a fund from the Fund Manager she was so impressed with.
As for me, I had a fantastic learning experience, cuci mata abit, got myself a load of freebies, paid a freakishly expensive KLCC parking fee, purchase my unit trust at 0.5% sales charge fee and finally to capped it all off...the opportunity to have my picture taken with.....
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| Kungfu Panda ~ Me with the CIO of Hwang Invesment Management |
Cheers and Happy Investing everyone!
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PS : Notice that I did not elaborate about the Lucky Draw? Well that's because I did not win. Hmph!
PPS : FYI, the Grand Prize was RM3000 worth of investment with OSK-UOB fund.
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kltrader
Thanks.. kudos for a great brief on the unit trust fair 2013!
2013-01-28 23:15