Invest Made Easy

Absolute Return, A New Approach In Unit Trust Investing

Shane My
Publish date: Wed, 30 Jan 2013, 08:07 AM
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.

 

In my previous article Unit Trust Fair 2013, A Smashing Success, I mentioned about the Absolute Return strategy currently adopted by fund houses; Kenanga Investors Berhad and Hwang Investment Management Berhad.

 

Although I believe other fund houses are also adopting a similar strategy, for Kenanga and Hwang to promote this out in the open clearly shows their confidence and success in applying this strategy.

 

What is Absolute Return Strategy?


Instead of boring everyone with my writing, I would like to share a video recording about Absolute Return strategy presented by David Ng, CIO of Hwang Investment Management Berhad during his seminar session at Unit Trust Fair 2013.

 

Click to watch...the video

 

 

 

 

 

 
Discussions
Be the first to like this. Showing 12 of 12 comments

tptan45

Read in one of the 'Little Book' that if you put your money with the investment houses, after 26 years they will have more money than you do. That is the absolute return they are interested in.

2013-01-30 09:17

chongkonghui

ha ha....

2013-01-30 10:37

lotsofmoney

tptan is absolutely right. Pity the fools who put money in unit trust ( should be renamed unit fraud ).

2013-01-30 13:21

WilliamWang

yup . fund manager taking 5% service charge plus all yr end charges fee .. then goyang kaki. jz simply buy . see the china fund 2007 0.25 till now 0.15 .. no dividend no appreaciation ... and many more fund are same .

2013-01-30 13:29

Shane My

Agreed with the fact that China Fund has performed rather badly..you can take a look at funds from other sector. Obviously there is a risk in investing. I am sure individuals invested into the bursa during 2008 also suffered great losses.

http://invest-made-easy.blogspot.com/2013/01/top-10-best-performing-unit-trust-funds_15.html

2013-01-30 16:26

WilliamWang

haha .. suck. giving fund manager 5.5% still losing so much money . dum ... dont know fund manager working or sleeping

2013-01-30 16:28

Shane My

Actually fund managers gain from the management expense ratio of about 1.XX %, for the 5.5% apart of it goes to the unit trust agent selling that fund. That's why some of us have now moved over to online investing platform that charges about 1-2% for each purchase. The same applies for those investing in the bursa, buying in will incur charges and charges apply when selling.

2013-01-30 16:34

WilliamWang

doesnt matter . seem to me stupid investing in UT ...

2013-01-30 16:36

WilliamWang

one thing china 2008 hit 6000 index point , i still hear a GAM said china is good buy buy buy with china gdp 11% ... i jz want to said nah nah nah to that GAM .. who said excellent gdp will make stock market flying .

2013-01-30 16:37

Shane My

I guess everyone is entitled to their opinion. :)

2013-01-30 16:39

WilliamWang

come on .. as a fund manager or UT consultant do ur home work . 2006 china stock skyrocketing to 6000 plus ... it is indicating something wrong ? Big D for the fund manager n UT company

2013-01-30 16:42

jpleow

Most people lose money in unit trust because they always buy during bull market when the prices are already high. If you buy during bear market when the prices are low & keep until bull market, you'll make money - my own experience with unit trust & close-end fund.

2013-01-31 15:10

Post a Comment