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With market continuously rotating between "risk-off" and "risk-on", an absolute return mandate with the adoption of a dynamic asset allocation approach would be a good vehicle to ride out the volatility. With the fixed income market having outperformed over the last 5 years, there is a high possibility that good quality equities - those with earnings growth and clarity supporting healthy dividend payouts would find favour. This is a wholesale fund which aims to achieve medium to long term (3 - 7 years) capital appreciation through investments in equity and equity related securities of companies, and exchange traded funds with the potential to deliver total return in excess of the fund's benchmark return ( 8% growth per annum). Investment Strategy Asia Pacific region (excluding Japan) will the focus of this fund, either through equity or equity related or exchange traded funds. The manager views the region as a vibrant economic growth region supported by facto...

Finally, there is a new fund from Hong Leong Asset Management (HLAM). The fund is designed to capture the vibrant growth of the Hong Kong capital market. The Hong Kong market has one of the world's leading securities exchange in the Asian region which is one of the fastest growing capital markets by market activity and new listings Hong Kong, dubbed as Asia's most liquid exchange, acts as a key platform in the internalization of the Renminbi (RMB) currency. This allows investors to participate in the RMB appreciation potential via investments in equities and bonds. The new Hong Leong Hong Kong Equity Optimizer Fund, being a growth fund, will invest primarily in equities and equity-related securities that are listed on the Hong Kong Exchange. Meanwhile, the balance may be invested in domestic and Hong Kong fixed income securities. To achieve its investment objective, the Fund adopts an actively managed investment strategy which may include investment in common stock and deposi...

With the ongoing global economic recovery and the various opportunities created from the vast stimulus packages put forth by governments around the world, we are currently witnessing differing levels of economic expansion across all economies. And different asset classes such as equities, bonds, commodities, currencies and cash perform differently under different stages of economic expansion. Hence, OSK-UOB now offer investors a fund that will capitalize on the potential opportunities arising from the different market conditions resulting from this economic expansion phase by dynamically investing in multi-asset classes that are expected to do well in specific market conditions. The OSK-UOB Multi-Asset Recovery Strategy Fund is a fund-of-funds which aims to achieve long term capital appreciation by investing in a portfolio of exchange traded funds (ETFs). The fund aims to achieve its objective through a portfolio of ETFs chosen from 5 major asset classes , i.e equities, bonds, commod...

Yet, another capital protected fund for investors by OSK-UOB unit trust management. Following the pump priming efforts by governments around the world during the financial crisis, the global economies have begun to stabilize and signs of recovery are growing strong. The stimulus packages introduced have benefited broad market sectors to a different extent in each sector at each stage of recovery. "At each stage of the economic recovery, different market sectors will benefit to a different extent. These 4 sectors which are well diversified are expected to capitalize on the different sectors' play", said Ho Seng Yee, CEO of OSK-UOB. According to Ho, the fund shares a similar strategy with the OSK-UOB Capital Protected Gold Guru Fund that was launched in 2009 and has registered returns of 29% . Funds' Allocation & Strategy This is a 4-year close-ended capital protected fund which aims to provide capital appreciation over the medium term whilst protecting in...

What is an Exchange-Traded Fund (ETF)? An ETF is an open-ended investment fund listed and traded on a stock exchange , which aims to track the performance of an index and to provide access to a wide variety of markets and asset classes. By holding a basket of individual securities, an ETF allows an investor to expose to many companies or fixed income securities with one single trade. Benefits of Investing in ETFs... Prices are available throughout the day (according to trading time of Bursa Malaysia) Flexibility and Liquidity, due to combination of trading on an exchange and the continuous offering of units Transparent portfolio. Investors will know exactly what stocks they are investing in Diversification Lower management costs as compared to mutual funds How is the pricing of an ETF done? The market price of units in the ETF is subject to supply and demand. Although Net Asset Value (NAV) of the ETF will approximate the trading value of the underlying securities held plus any undist...