In this survey conducted by FIMM in 2019, clearly there were key dissatisfactions that require key changes to the industry. I recall writing my views both on this blog and on IME Facebook circa 2012-2016, expressing similar concerns as well as sharing my opinion that the future of unit trust will be via digital platforms and investors are given freedom to self service when investing.   Looking back, the industry prior to covid-19, was very much consultant dependent. There were thousands of licensed unit trust consultant working for various fund houses, yet many investors were unhappy wi ..read more

Recap of Part 1 In Part 1 of this article, we analyzed how Award Winning Funds in 2017 under the "Malaysia Equity" categories are performing as of today as well as compare the funds against the rivals in the category. We concluded in Part 1 that investing into Award Winning Funds under the Malaysia Equity category is not the best strategy for investor to utilize when it comes to selecting fund to invest into.  Check out the full post for Part 1 HERE Part 2 Analysis For part 2, we analyze how Award Winning Funds in 2017 under the "Mixed Assets" categories perform. Using the similar approac ..read more

For many years, we have observed (albeit without proper analysis) that the size of an unit trust fund (some refer to as total assets or net asset value) tend to have an impact on the performance of the fund.  As per our general observation, the larger a fund becomes, the harder the fund will struggle to generate returns as compared to rivals funds that are smaller in side.  However investors must also take note that performance of a fund is not entirely dependent on size of fund alone, but also must consider other factors such as the geography or sector a fund is investing in, the ..read more

One of the simplest strategy many Unit Trust investors use to select unit trust fund is refer to "Award Winning" funds. In this context, the most widely acknowledge awards for unit trust performance would be that of the annual "Lipper Fund Award". As a matter of fact during the early years of this blog, we too track and revered the results of Lipper Fund Award  from 2012 to 2017.  Fast forward five years to the present day, we now raise the question of the effectiveness of the strategy to invest into award winning funds. We seek to answer two keys questions: If one was to invest int ..read more

If you look at the information available on the internet, most blogs and sites tend to provide unit trust statistics regarding Top Performing Unit Trust Funds over 3 Years, 5 Years or 10 Years. Here are some snapshots of fund performance from eUnittrust taken as of 7 June 2022: Top 5 Performing Funds (3 Yrs) as of 7th June 2022 Top 5 Performing Funds (5 Yrs) as of 7th June 2022 Top 5 Performing Funds (10 Yrs) as of 7th June 2022 No doubt such statistics do provide some insights to the investor in terms of which Unit Trust (UT) funds and in general able to prov ..read more

Our latest analysis (6 Dec 2020) indicate there is a further upside to BAT stocks within the next 30-60 days.  Target Price prediction for BAT: TP: RM16.12 (+20.44%) Further Price Upside: RM24.43 (+82.62%) ~ if the bullish scenario remains Stop Loss Price: RM11.07 (-17.29%)   Price Simulation and Commentary: That's all folks! Happy Investing ..read more

Yeap that's right! In a series of future blog postings, I thought we could all have some competitive fun by matching our "amateur" stock predictions versus that of professional market analyst. Those buy calls and target price (TP) that you see being published on websites such as the example below: Sounds like a super confident call! In this post, we are gonna have a go with this hot stock by the name of UWC Berhad or UWC in short. There's been a heck lot of traction for this stock which made it to the Hot Stock list of The Edge Markets. You can read about why the stock has gain quite ..read more

Stock Price @ 28th August 2020: RM 6.32 Current Stock Sentiment: Bullish Status: Current stock price is "Undervalued" in a Bullish scenario ..read more

Stock price @ 28th August 2020 : RM 21.82 Current Stock Sentiment: Bearish Status: Current stock price is "Overvalued" in a bearish scenario Note: This price simulation scenario does not take into account latest quarterly earning which was impacted by Covid  ..read more

AMWAY 2nd Quarter Result announced on the 19th of August 2020 with higher than expected Earnings.  There is also a technical reversal from downtrend to uptrend for AMWAY which closed at RM4.93 last Friday. In the upcoming next 3 months right up till the next 3rd quarter earning release, we are looking at the following potential AMWAY share price scenario: Worst Case Target Price: RM4.84 Average Case Target Price: RM6.00 Best Case Target Price: RM8.40 ..read more