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Recommended Portfolios
These are our 3 recommended portfolios. These portfolio recommendations are meant to serve as possible guidelines and do not take into account the financial situation, time horizon, existing portfolio and risk profile of an individual investor. It is the investor's responsibility and discretion to decide if these funds are suitable for him or her. If in doubt, please seek professional advice. The initial portfolios were started on Aug 7, 2008, with RM20,000. Monthly, RM1000 will be added to the portfolio as part of a regular savings plan. However, a portfolio revamp was made effective from Jan 1, 2011. For more details, please refer to our article " FSM Portfolio: Portfolio Revamp with effect from January 2011", dated Dec 30, 2010. Effective 1 July 2014, the portfolios were revamped to reflect the new portfolio construction methodology and performance will be tracked herewith. On 1 July 2014, Islamic Recommended Portfolios were also added to cater to our Islamic client base. The Fundsupermart Research team will be actively managing these portfolios through periodic re-balancing and through the changing of the component funds if necessary. When we rebalance the portfolios, you will be informed of it via email. We will update the "Actions Performed on this Portfolio" on a monthly basis. Investor can check the latest action performed on different portfolios by checking the monthly update.
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<--- Move to a more conservative portfolio as your investment horizon nears
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| Money Market | | Funds in this asset class are not featured in this portfolio. | | Fixed Income | AMB Dana Arif Class A-MYR  | 15 | 15 | 2,947.83 | 0.5137 | 0.5919 | 1,744.82 | 230.52 | 15.22 | | Libra AsnitaBond Fund | 15 | 15.1 | 2,864.522 | 0.5095 | 0.6128 | 1,755.38 | 295.91 | 20.27 | | Balanced | | Funds in this asset class are not featured in this portfolio. | | Equity | | Aberdeen Islamic World Equity Fund - Class A | 25 | 23.3 | 1,913.573 | 1.2416 | 1.4197 | 2,716.7 | 340.81 | 14.34 | | Affin Hwang Select Asia (Ex Japan) Quantum Fund | 5 | 5.2 | 399.896 | 1.2354 | 1.5238 | 609.36 | 115.33 | 23.34 | | CIMB-Principal Asia Pacific Dynamic Income Fund - MYR | 20 | 20.7 | 7,715.516 | 0.2692 | 0.3133 | 2,417.27 | 340.25 | 16.38 | | Eastspring Investments Global Emerging Markets Fund | 5 | 5.3 | 2,042.506 | 0.2596 | 0.3021 | 617.04 | 86.81 | 16.37 | | Kenanga Growth Fund | 15 | 15.4 | 1,765.116 | 0.8515 | 1.0175 | 1,796.01 | 293.01 | 19.5 |
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11,656.58 |
1,702.63 |
17.11 |
The above figures take into account investing using fundsupermart initial sales charges and not the standard normal sales charge, and are cumulative with dividends reinvested.
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Currently 297 people are tracking this portfolio
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31148 people have studied this portfolio.
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No forum created yet.
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| The portfolio aims to achieve long term capital appreciation by investing 30% into bond funds and 70% into equity funds. The portfolio allows up to +/-20% adjustment to the asset allocation under different market environments.
Suitable For:
This portfolio is suitable for aggressive investors who are able to handle risk and who understand the fluctuations in markets. Also suitable for investors who have a long-term horizon and who can bear temporary market setbacks. Specific examples include singles with no near term commitments and couples saving for long term retirement.
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| The portfolio could be invested into global equity, regional, single country and sector funds.
Ongoing strategy
We would rebalance the portfolio when the asset allocation within equities and bonds move significantly away from our initial target allocation.
Start with RM10,000
New investors should focus on the percentage allocation to various funds within the portfolio rather than the absolute sums invested. In fact, by following the target allocation in the portfolio factsheets, investor can start with as little as RM10,000.
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| Portfolio Update for End August 2016
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September 2, 2016 |
| Portfolio Update for End July 2016
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August 8, 2016 |
| Portfolio Update for End June 2016
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July 1, 2016 |
| Portfolio Update For End May 2016
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June 7, 2016 |
| Portfolio Update for End April 2016
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May 4, 2016 |
| Portfolio Update for End March 2016
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April 8, 2016 |
| Portfolio Update for End February 2016
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March 3, 2016 |
| Portfolio Update for End January 2016
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February 3, 2016 |
| Portfolio Update for End December 2015
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January 21, 2016 |
| Portfolio Update for End November 2015
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January 8, 2016 |
| Portfolio Update for End October 2015
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November 5, 2015 |
| Portfolio Update for End September 2015
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October 21, 2015 |
| Portfolio Update for End August 2015
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September 1, 2015 |
| Portfolio Update for End July 2015
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August 11, 2015 |
| Portfolio Update for End June 2015
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July 3, 2015 |
| Portfolio Update for End May 2015
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June 2, 2015 |
| Portfolio Update for End April 2015
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May 5, 2015 |
| Portfoliio Update for End March 2015
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April 2, 2015 |
| Portfolio Update for End February 2015
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March 10, 2015 |
| Portfolio Update for End January 2015
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February 2, 2015 |
| Portfolio Update for End December 2014
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January 5, 2015 |
| Portfolio Update for End November 2014
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December 4, 2014 |
| Portfolio Update for End October 2014
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November 10, 2014 |
| Portfolio Update for End September 2014
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October 10, 2014 |
| Portfolio Update for End August 2014 (Portfolio Changes Included)
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September 3, 2014 |
| Portfolio Update for End July 2014
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August 7, 2014 |
| New Portfolio Initiated
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July 17, 2014 |
| Portfolio Update for End May 2014
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June 5, 2014 |
| Portfolio Update for End April 2014
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May 5, 2014 |
| Portfolio Update for End March 2014
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April 15, 2014 |
| Portfolio Update for End February 2014
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March 6, 2014 |
| Portfolio Update for End January 2014
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February 17, 2014 |
| Portfolio Update for End December 2013
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January 20, 2014 |
| Portfolio Update for End November 2013
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December 3, 2013 |
| Portfolio Update for End October 2013
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November 8, 2013 |
| Portfolio Update for End September 2013
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October 10, 2013 |
| Portfolio Update for End August 2013
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September 5, 2013 |
| Adjustments to portfolio for end-July 2013
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September 5, 2013 |
| Adjustments to portfolio for end-June 2013
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July 17, 2013 |
| Adjustments to portfolio for end-May 2013
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June 6, 2013 |
| Adjustments to portfolio for end-Apr 2013
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May 15, 2013 |
| Adjustments to portfolio for end-Mar 2013
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April 3, 2013 |
| Adjustments to portfolio for end-Feb 2013
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March 6, 2013 |
| Adjustments to portfolio for end-Jan 2013
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February 5, 2013 |
| Adjustments to portfolio for 2012
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December 31, 2012 |
| Adjustments to portfolio for 2011
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December 31, 2011 |
| Adjustments to portfolio for 2010
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December 31, 2010 |
| Adjustments to portfolio for 2009
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December 31, 2009 |
| Adjustments to portfolio for 2008
[Click here for details]
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December 31, 2008 |
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