It’s been a hectic week at work (to say the least!) as most of you would probably have gathered. I’ve hardly had 10 minutes at my desk every day and after each 12 hour day, all I could do was to pass out. :{  The good news is that I’ve been taking the train to work which leaves me with quite a bit of time to do my “research”. So there are some juicy things coming your way…for those of you faithful readers.  I’m still very much committed to keeping this blog alive and sharing more vignettes about growing your net worth. 

With so many global/regional mutual funds now available in Malaysia, I thought it timely to put together a little summary of what’s available to Malaysian investors currently. I’ve been on the lookout for  interesting global fund offerings to invest in, so decided to do a little bit of research.  After trawling” available publications and news websites, I came up with the following global and regional funds:

Pacific Asia Brands Fund (Pacific Mutual)

Invests in companies dealing in “brand” consumer products and services. Countries: Malaysia, Singapore, Thailand, Indonesia, Philippines, HK, Taiwan, Japan, S Korea, US, UK and Australia  Sales charge: 5-5.5%, Annual management fee: 1.5%

Allocation: 65-99% equities 

SBB Asian Equity Fund

Invests 98% in Asian region (excluding Malaysia) Countries: Singapore, Thailand, Indonesia, Philippines, HK, China, Taiwan, Japan, India, Pakistan and Sri Lanka Sales charge: 6.5%, Annual management fee: 1.5% 

SBB Global Balanced Fund

Countries: Worldwide excluding Malaysia  Allocation: 60% equities, 40% fixed income securities and cash  Sales charge: 6.5%, Annual management fee: 1.5% 

HLG Asia-Pacific Dividend

External Manager: Schroder’s  Countries: Australia, China, HK, Taiwan, India, Malaysia, Thailand, Philippines, Indonesia, Singapore, New Zealand  Sales charge: 5-7%, Annual management fee: 1.5%  Allocation: 50-95% in equities in foreign markets. Balance in fixed income securities and cash 

MAAKL Dividend

Allocation: more than 70% in dividend stocks, Balance in fixed income securities  Countries: Asia-Pacific  Sales charge: 6.5%, Annual management fee: 1.5% 

Public Regional Sector

Invests 50-90% in regional markets; in most promising sectors  Countries: Singapore, Thailand, Indonesia, Philippines, HK, Taiwan, China, Japan, and S Korea  Sales charge: 5-7%, Annual management fee: 1.5%  Allocation: 75-90% in equities 

Prudential Global Leaders

Feeder fund: 95-99% in M&G Global Leaders Fund.  Invests in global equities.  Minimum investment: RM5,000  Sales charge: 3-5%, Annual management fee: 1.75% 

OSK-UOB Global Allocation

(sold by Citibank only)  Feeder fund: Merrill Lynch Global Allocation Fund.  Invests in global equities and debt securities.  Sales charge: 3-5%, Annual management fee: 1.8% 

AmOasis Global Islamic Equity Fund

1st global Syariah fundFeeder fund: Crescent Global Equity fund (managed by Oasis Crescent Capital Pty Ltd)  Countries: US, Europe, Asia. Sales charge: 4-5% 

Hwang DBS Global Property Fund

Invests 70% in REITS and listed property companies worldwide. Feeder fund: DBS Global Property Securities 

More funds in my next post plus commentary….until then…don’t work too hard 🙂 

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