【基金专题讨论】2014-2016年-大众信托基金VI

dada0502

希望有前辈指点.

１）打算投资多久？
2 ～3年
２）你投资的目的是什么？
提高生活品质
３）投资的数额是多少？（如果不方便透露，至少给一点提示，如１０００以上、３０００以上等等。。。）
RM5K
４）投资的频率是每月定期加码，还是一次性投资或不定期加码？
一次性投资
５）你是否有稳定的收入？是否有相等于３－６月消费的紧急基金？
有
６）目前拥有什么基金？
没有
７）你是否有看好什么区域或行业的前景?
没有
8)  你是否可以承担风险？可承受的风险程度是：高、中、低？
中
9)  你今年几岁？
三十

tboontan

dada0502 发表于 5-6-2016 03:01 PM
希望有前辈指点.

１）打算投资多久？
2 ～3年
２）你投资的目的是什么？
提高生活品质
３）投资的数额是多少？（如果不方便透露，至少给一点提示，如１０００以上、３０００以上等等。。。）
RM5K
４）投资 ...

抱歉，基于政府(证券委员会)的法律上规范准则，无法公开给予基金投资建议，以下是今日行业内发布的公告

REMINDER: SECURITIES COMMISSION’S GUIDELINES ON ONLINE UNIT TRUST ACTIVITIES

This is a reminder on the Securities Commission’s “Guidelines on Online Transactions and Online Activities in Relation to Unit Trusts” issued on 19 August 2008.

Under item 3.01 of the guidelines, online activities with relation to unit trusts refer to the utilisation of the internet or other electronic mediums to market, promote, distribute or provide information related to collective investment schemes while online provider refers to a person who has been approved to provide any facilities for online transactions or online activities with relation to unit trusts, and is limited to the following persons:

a)    Management companies
b)    Institutional Unit Trust Advisers (IUTA)
c)    Other entities as may be determined by Securities Commission (SC) in accordance with such terms and conditions as the SC deems fit.

We would like to remind all unit trust consultants (UTCs) and Private Retirement Scheme consultants (PRCs) to refrain from any marketing activities of Pxxxxxxxxxxxx’s unit trust and private retirement schemes’ products on UTCs’ and PRCs’ personal websites, blogs, social media platforms and/or any other electronic mediums, including emails. This includes posting of the prospectuses, fund fact sheets, product highlight sheets (PHS), fund visuals, web banners, KWSP materials and keywords or pop-up advertisements which directly relate to one or more funds.

The management views non-compliance of said guidelines as a serious offence and will take stern action against any UTCs/PRCs in the event that they are found to be in breach of any of the above.

If you need further clarification, kindly refer to your respective branch managers.

Thank you.

alexsuen

tboontan 发表于 6-6-2016 07:34 PM
抱歉，基于政府的规范准则，无法公开给予基金投资建议，以下是今日行业内发布的公告
REMINDER: SECURITIES COMMISSION’S GUIDELINES ON ONLINE UNIT TRUST ACTIVITIES
This is a reminder on the Securities  ...

太严了
请问PRC是什么？

tboontan

alexsuen 发表于 6-6-2016 07:48 PM
太严了
请问PRC是什么？

Private Retirement Scheme consultants (PRCs)


Capital Markets and Services Act 2007 (CMSA), 2013 修正法案，的规范，可不是开玩笑的


SC证券委员会 的管制是依据以上法律 制定

http://www.sc.com.my/wp-content/ ... censinghandbook.pdf

alexsuen

tboontan 发表于 6-6-2016 08:37 PM
Private Retirement Scheme consultants (PRCs)


Capital Markets and Services Act 2007 (CMSA), 2013 修正法案，的规范，可不是开玩笑的


SC证券委员会 的管制是依据以上法律 ...

聊其他公司的基金就好

tboontan

alexsuen 发表于 6-6-2016 10:08 PM
聊其他公司的基金就好

咱家专长基金不可讲，去聊他家基金？
不熟不评论，不可能我去研究他家基金，

非 PM 公司的基金有很多 叻

福气又安康

大众信托基金今天推出新的 Public 系列平衡基金：Public Strategic Balanced Fund。

投资小新手

福气又安康 发表于 9-6-2016 06:51 PM
大众信托基金今天推出新的 Public 系列平衡基金：Public Strategic Balanced Fund。

新產品 好像 促銷 只收 5% 服務費

kkgan

投资小新手 发表于 9-6-2016 08:12 PM
新產品 好像 促銷 只收 5% 服務費

买了？
好在哪里？
羡慕哦。。。我只有用公积金来买两到四只基金吧了。。。

投资小新手

kkgan 发表于 10-6-2016 09:28 AM
买了？
好在哪里？
羡慕哦。。。我只有用公积金来买两到四只基金吧了。。。

FSM 有2% 幹嘛 要給 5%

kkgan

投资小新手 发表于 10-6-2016 09:47 AM
FSM 有2% 幹嘛 要給 5%

公积金的是3％吧了。。。

投资小新手

kkgan 发表于 10-6-2016 10:03 AM
公积金的是3％吧了。。。

FSM第一個月 還 1%

kkgan

投资小新手 发表于 10-6-2016 10:07 AM
FSM第一個月 還 1%

谢谢告知！
我是看时机进场，还在观望着。。。
那1％到3％对我影响不大。。。

福气又安康

投资小新手 发表于 9-6-2016 08:12 PM
新產品 好像 促銷 只收 5% 服務費

投资新产品缺点是没有过往数据可以参考。而且，这个基金可以投资高达 98% 的 NAV 在欧美市场，就算是平衡类型的基金，但我觉得风险挺大的。

whw79

请问如果在大众基金买了一个基金不到半年，现在想把投资的钱转移到别的大众基金里。可以吗？

tboontan

whw79 发表于 10-6-2016 07:34 PM
请问如果在大众基金买了一个基金不到半年，现在想把投资的钱转移到别的大众基金里。可以吗？

90 天后就没有罚款收费（只有STANDARD 25元收费）

kkgan

Date Fund Fund Abbreviation NAV Chg Chg %
23/6/2016 PB BALANCED FUND  PBBF 0.7881 0.0020 0.25%
23/6/2016 PB BOND FUND  PBBOND 1.0515 0.0003 0.03%
24/6/2016 PB CASH MANAGEMENT FUND  PBCMF 1.0454 0.0001 0.01%
23/6/2016 PB GROWTH FUND  PBGF 0.7538 0.0029 0.39%
23/6/2016 PB GROWTH SEQUEL FUND  PBGSQF 0.2541 0.0002 0.08%
24/6/2016 PB INFRASTRUCTURE BOND FUND  PBINFBF 1.0986 -0.0001 -0.01%
24/6/2016 PB ISLAMIC BOND FUND  PBIBF 1.1798 -0.0003 -0.03%
23/6/2016 PB ISLAMIC EQUITY FUND  PBIEF 0.2561 0.0004 0.16%
24/6/2016 PB SUKUK FUND  PBSKF 1.0584 -0.0002 -0.02%

请问以上的基金还完全开放给公积金投资吗？

kkgan

请问以下的基金还完全开放给公积金投资吗？

Date Fund Fund Abbreviation NAV Chg Chg %
23/6/2016 PUBLIC BALANCED FUND  PBF 0.6464 0.0010 0.15%
23/6/2016 PUBLIC DIVIDEND SELECT FUND  PDSF 0.2576 0.0002 0.08%
23/6/2016 PUBLIC ENHANCED BOND FUND  PEBF 1.0188 0.0007 0.07%
23/6/2016 PUBLIC EQUITY FUND  PEF 0.2513 0.0002 0.08%
23/6/2016 PUBLIC GROWTH FUND  PGF 0.4535 0.0007 0.15%
24/6/2016 PUBLIC INDEX FUND  PIX 0.6286 -0.0021 -0.33%
23/6/2016 PUBLIC INDUSTRY GROWTH FUND **** PINDGF 0.4724 0.0017 0.36%
23/6/2016 PUBLIC ISLAMIC ALPHA-40 GROWTH FUND  PIA40GF 0.2670 0.0005 0.19%
23/6/2016 PUBLIC ISLAMIC DIVIDEND FUND  PIDF 0.3524 0.0001 0.03%
23/6/2016 PUBLIC ISLAMIC ENHANCED BOND FUND  PIEBF 1.0970 0.0000 0.00%
23/6/2016 PUBLIC ISLAMIC EQUITY FUND  PIEF 0.3219 0.0002 0.06%
24/6/2016 PUBLIC ISLAMIC INCOME FUND  PIINCOME 1.0572 0.0000 0.00%
24/6/2016 PUBLIC ISLAMIC INFRASTRUCTURE BOND FUND  PIINFBF 1.0587 -0.0001 -0.01%
23/6/2016 PUBLIC ISLAMIC MIXED ASSET FUND * PIMXAF 0.2441 0.0003 0.12%
24/6/2016 PUBLIC ISLAMIC MONEY MARKET FUND  PIMMF 1.0539 0.0001 0.01%
24/6/2016 PUBLIC ISLAMIC OPTIMAL GROWTH FUND  PIOGF 0.2844 0.0000 0.00%
23/6/2016 PUBLIC ISLAMIC SAVINGS FUND  PISVF 0.2815 0.0000 0.00%
24/6/2016 PUBLIC ISLAMIC SECTOR SELECT FUND  PISSF 0.2552 0.0001 0.04%
24/6/2016 PUBLIC ISLAMIC SELECT BOND FUND  PISBF 1.0383 -0.0002 -0.02%
24/6/2016 PUBLIC ISLAMIC SELECT ENTERPRISES FUND  PISEF 0.3788 0.0003 0.08%
24/6/2016 PUBLIC ISLAMIC SELECT TREASURES FUND  PISTF 0.3174 -0.0024 -0.75%
23/6/2016 PUBLIC ISLAMIC STRATEGIC BOND FUND  PISTBF 1.0531 0.0002 0.02%
23/6/2016 PUBLIC ISLAMIC TREASURES GROWTH FUND  PITGF 0.2704 -0.0002 -0.07%
23/6/2016 PUBLIC ITTIKAL FUND  PITTIKAL 0.8289 0.0009 0.11%
23/6/2016 PUBLIC ITTIKAL SEQUEL FUND  PITSEQ 0.2894 0.0001 0.03%
24/6/2016 PUBLIC OPTIMAL GROWTH FUND  POGF 0.2928 -0.0018 -0.61%
24/6/2016 PUBLIC REGULAR SAVINGS FUND  PRSF 0.5778 -0.0015 -0.26%
24/6/2016 PUBLIC SECTOR SELECT FUND  PSSF 0.2927 -0.0012 -0.41%
24/6/2016 PUBLIC SELECT BOND FUND  PSBF 1.0087 -0.0001 -0.01%
23/6/2016 PUBLIC STRATEGIC BOND FUND  PSTBF 1.0501 0.0001 0.01%
24/6/2016 PUBLIC SUKUK FUND  PSKF 1.0591 -0.0002 -0.02%

CurrentMoment

kkgan 发表于 25-6-2016 09:40 AM
请问以下的基金还完全开放给公积金投资吗？

Date Fund Fund Abbreviation NAV Chg Chg %
23/6/2016 PUBLIC BALANCED FUND  PBF 0.6464 0.0010 0.15%
23/6/2016 PUBLIC DIVIDEND SELECT FUND  PDSF 0.2576 0.0 ...

http://www.publicmutual.com.my/O ... vestmentScheme.aspx
这里看看吧。

kkgan

CurrentMoment 发表于 25-6-2016 05:33 PM
http://www.publicmutual.com.my/OurProducts/UnitTrust/EPFInvestmentScheme.aspx
这里看看吧。

谢谢提供连接。

EQUITY FUNDS

EPF-Qualified Funds

With Foreign                         Exposure*

Shariah-based

Conventional

[tr][/tr]

Public Equity Fund	✔		✔
Public Growth Fund	✔		✔
Public Index Fund			✔
Public Industry Growth Fund	✔		✔
Public Regular Savings Fund			✔
Public Dividend Select Fund	✔		✔
Public Sector Select Fund			✔
Public Optimal Growth Fund			✔
Public Ittikal Fund	✔	✔
Public Ittikal Sequel Fund	✔	✔
Public Islamic Equity Fund	✔	✔
Public Islamic Dividend Fund	✔	✔
Public Islamic Sector Select Fund		✔
Public Islamic Select Treasures Fund		✔
Public Islamic Treasures Growth Fund	✔	✔
Public Islamic Alpha-40 Growth Fund	✔	✔
Public Islamic Optimal Growth Fund		✔
Public Islamic Savings Fund	✔	✔
Public Islamic Select Enterprises Fund		✔
PB Growth Fund	✔		✔
PB Growth Sequel Fund	✔		✔
PB Islamic Equity Fund	✔	✔
BALANCED FUND
Public Balanced Fund	✔		✔
PB Balanced Fund	✔		✔
MIXED ASSET FUND
Public Islamic Mixed Asset Fund	✔	✔
BOND FUNDS
Public Enhanced Bond Fund	✔		✔
Public Select Bond Fund			✔
Public Strategic Bond Fund	✔#		✔
Public Islamic Enhanced Bond Fund	✔	✔
Public Islamic Select Bond Fund	✔	✔
Public Islamic Infrastructure Bond Fund	✔#	✔
Public Islamic Strategic Bond Fund	✔#	✔
Public Sukuk Fund	✔	✔
PB Bond Fund	✔		✔
PB Islamic Bond Fund	✔	✔
PB Infrastructure Bond Fund	✔#		✔
PB Sukuk Fund	✔	✔
MONEY MARKET FUNDS
Public Islamic Income Fund		✔
Public Islamic Money Market Fund		✔
PB Cash Management Fund			✔

* These funds have mandate to invest up to 30% of the fund’s net asset value (NAV) in overseas market.

# These funds have mandate to invest up to 25% of the fund’s NAV in overseas market.