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Archive for the 'unit trust' Category

Unit Trust as subsititute to Investing directly into theme?

Published
by
Ken
1 year, 11 months ago
in investing insight and unit trust
. 0 Comments

Often we heard or read the headline - “Internet stocks is hot”, “Biotechnology is poise for explosve growth” “Nanotechnology is the next mega trend”.

As a lay investor I often ask myself, how do I participate in these trend?

I do not have sufficient fund to buy into a single stock, let alone a portfolio (which, incidentally, should be the preferred way).

So, how can I participate in the trend? The answer for me lies with unit trust.

Continue reading ‘Unit Trust as subsititute to Investing directly into theme?’

Popularity: 43%

Singapore Unit Trust Managers: First State Investments

Published
by
Ken
2 years ago
in investing sites and unit trust
. 0 Comments

First State InvestmentsI’m beginning another regular series to look at unit trust mangers in Singapore. Kicking off, we take a look at First State Investments.

Founded in 1988 in Australia, First State Investments is the fund management arm of the Commonwealth Bank of Australia. The group is one of the largest fund managers in Australia with investment offices in Sydney, London, Edinburgh, Singapore, Hong Kong and Jakarta.

The Commonwealth Bank of Australia is listed on the Australian Stock Exchange and is the second largest bank in Australia.

First State Investments (Singapore) offers a range of retail unit trusts that includes global and regional funds, as well as specialist sector funds.

The First State Regional China Fund is one my favourite fund and has performed very well in my portfolio.

Continue reading ‘Singapore Unit Trust Managers: First State Investments’

Popularity: 9%

India Market Aug 14

Published
by
Ken
2 years ago
in market round up and unit trust
. 0 Comments

Another week of non-action and waiting. Break out is not convincing. I had just brought into First State Regional India fund in anticipation of a rally.
BSE Sensex

Continue reading ‘India Market Aug 14′

Popularity: 2%

Introduction to Online Unit Trust Investing

Published
by
Ken
2 years, 1 month ago
in investor education and unit trust
. 3 Comments

what-to-investInvesting in Unit Trust is easy. Like all things worth doing in life, you may need to climb a little learning curve. Do not be discouraged, the time investment you put in will reap many time return.

An investment in knowledge always pays the best interest.

- Benjamin Franklin

If you are reading this I can assume you know how to get online and is perhaps looking to do self-directed investing online. (Sorry for the jargon, it simply mean investing yourself).

In this first installment on Unit Trust Investing, I will introduce how to get started.

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Popularity: 16%

CPF Unit Trust Investment Profit & Loss Calculator

Published
by
Ken
2 years, 1 month ago
in investment tools and unit trust
. 0 Comments

A question CPF investors often ask is, how do you compare the return between using CFP to invest and leaving the CPF monies in the CPF account?

CPF monies earn a risk free interest rate of 2.5% p.a. for Ordinary Account and 4% p.a. for Special Account. The interest is computed monthly and, compounded and credited annually.

To make things a little complicated, CPF investment is usually make through an angent bank which charges transaction fee and service fee. On top of that some unit trusts fund also charges a fee for purchase or redemption.

Taking all these into account, how to compare the return?

Let me introduce a tool to do that.

Continue reading ‘CPF Unit Trust Investment Profit & Loss Calculator’

Popularity: 89%