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Recommended Portfolio
 
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.
Fundsupermart account holders who wish to mirror this 'Aggressive' portfolio allocation and be alerted to changes that are made to it, can register  


<--- Move to a more conservative portfolio as your investment horizon nears

Aggressive

Portfolio Funds
Fund Name Initial Allocation(%) Current % of Portfolio Units Weighted Average(RM) Latest Price Market Value Profit/Loss(RM) Profit/Loss(%)
Money Market
Funds in this asset class are not featured in this portfolio.
Fixed Income
Eastspring Investments Bond Fund 2021.53,315.750.59960.67392,234.48246.3612.39
Balanced
Funds in this asset class are not featured in this portfolio.
Equity
Aberdeen Islamic World Equity Fund - Class A2524.41,901.1191.24141.3352,537.99177.947.54
AmAsia Pacific Equity Income 2018.32,265.8040.8840.84041,904.18-98.79-4.93
Eastspring Investments Global Emerging Markets Fund 10103,940.1240.25970.26471,042.9519.71.93
Affin Hwang Select Asia (Ex Japan) Quantum Fund 109.9806.2731.28251.28031,032.27-1.77-0.17
Kenanga Growth Fund 15161,699.0460.93680.97951,664.2272.554.56
Total 100 100       10,416.1 415.99 4.16

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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Portfolio Objective
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.

Portfolio Strategy
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.

Actions Performed on this Portfolio
Action Date
Portfolio Update for End August 2015 [Click here for details] September 1, 2015
Portfolio Update for End July 2015 [Click here for details] August 11, 2015
Portfolio Update for End June 2015 [Click here for details] July 3, 2015
Portfolio Update for End May 2015 [Click here for details] June 2, 2015
Portfolio Update for End April 2015 [Click here for details] May 5, 2015
Portfoliio Update for End March 2015 [Click here for details] April 2, 2015
Portfolio Update for End February 2015 [Click here for details] March 10, 2015
Portfolio Update for End January 2015 [Click here for details] February 2, 2015
Portfolio Update for End December 2014 [Click here for details] January 5, 2015
Portfolio Update for End November 2014 [Click here for details] December 4, 2014
Portfolio Update for End October 2014 [Click here for details] November 10, 2014
Portfolio Update for End September 2014 [Click here for details] October 10, 2014
Portfolio Update for End August 2014 (Portfolio Changes Included) [Click here for details] September 3, 2014
Portfolio Update for End July 2014 [Click here for details] August 7, 2014
New Portfolio Initiated [Click here for details] July 17, 2014
Portfolio Update for End May 2014 [Click here for details] June 5, 2014
Portfolio Update for End April 2014 [Click here for details] May 5, 2014
Portfolio Update for End March 2014 [Click here for details] April 15, 2014
Portfolio Update for End February 2014 [Click here for details] March 6, 2014
Portfolio Update for End January 2014 [Click here for details] February 17, 2014
Portfolio Update for End December 2013 [Click here for details] January 20, 2014
Portfolio Update for End November 2013 [Click here for details] December 3, 2013
Portfolio Update for End October 2013 [Click here for details] November 8, 2013
Portfolio Update for End September 2013 [Click here for details] October 10, 2013
Portfolio Update for End August 2013 [Click here for details] September 5, 2013
Adjustments to portfolio for end-July 2013 [Click here for details] September 5, 2013
Adjustments to portfolio for end-June 2013 [Click here for details] July 17, 2013
Adjustments to portfolio for end-May 2013 [Click here for details] June 6, 2013
Adjustments to portfolio for end-Apr 2013 [Click here for details] May 15, 2013
Adjustments to portfolio for end-Mar 2013 [Click here for details] April 3, 2013
Adjustments to portfolio for end-Feb 2013 [Click here for details] March 6, 2013
Adjustments to portfolio for end-Jan 2013 [Click here for details] February 5, 2013
Adjustments to portfolio for 2012 [Click here for details] December 31, 2012
Adjustments to portfolio for 2011 [Click here for details] December 31, 2011
Adjustments to portfolio for 2010 [Click here for details] December 31, 2010
Adjustments to portfolio for 2009 [Click here for details] December 31, 2009
Adjustments to portfolio for 2008 [Click here for details] December 31, 2008