Sunday 9 April 2017

Tracking IME 2017 Unit Trust Portfolio Performance as of 6th April 2017


Following up on those postings, I have decided to track the performance of the recommended fund on a fortnightly basis. For the tracking to happen, I will make the following assumptions:
  • An initial investment of RM100,000 divided proportionately according to the (%) allocation in the portfolio
  • Investment start date will be 1st April 2017 (Start of the 2nd Quarter of 2017)
  • Area of investment and portfolio allocation may change accordingly. These changes will be updated via a subsequent blog postings. Therefore do make sure to follow Invest Made Easy blog closely or follow our Facebook updates
  • Will be tracking 2 portfolios:
    • Combination of Conventional & Shariah Compliant Portfolio
    • Full Shariah Compliant Portfolio
1) Combination of Conventional & Shariah Compliant Portfolio


Initial Assumptions
Start Date : 1 April 2017
Investment amount : RM 100,000

Performance as of : 6th April 2017
  • Returns (RM) : RM 404.07
  • Returns (%) : +0.40%

Find out the performance of each individual funds in this portfolio by checking out the "IME 2017 Unit Trust Portfolio" section at The Guided Investor

2) Full Shariah Compliant Portfolio

Initial Assumptions
Start Date : 1 April 2017
Investment amount : RM 100,000

Performance as of : 6th April 2017
  • Returns (RM) : RM 1,074.68
  • Returns (%) : +1.07%

Find out the performance of each individual funds in this portfolio by checking out the "IME 2017 Unit Trust Portfolio" section at The Guided Investor

That's all from me! 

Cheers and Happy Investing!

2 comments:

  1. Kudos to Shane for another innovative initiative on the performances of unit trust funds on a track-based formulated portfolio.
    I notice that the US market is clearly left out in the 2 portfolios. What is your rationale?
    Similar cash allocation of 30%. Is this allocation in line with your previous'verified' hypothesis that funds which accord sizeable cash allocation fare better?
    Is your blog supported by Phillip Mutual Bhd?

    ReplyDelete
  2. Can you talk about why UT mgnt fees are so high in Malaysia? Thanks

    ReplyDelete