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2013, aggressive portfolio, equities, funds, fundsupermart, investing, investment, malaysia, market boom, medium cap, mutual fund, mutual fund investment, mutual funds investment, strategy, theory, value investing
Continue on from the last post, this post will talk about the remaining 2 funds, OSK-UOB Smart Balanced and Hwang Select Balanced.
In the latest fact sheet from Fundsupermart and information from Morningstar, OSKSBAL top 5 holdings took 43.39% of its overall portfolio and the average P/E ratio (based on the top 5 holdings and their respective P/E) is 0.96551. That’s crazily low.
On the other hand, HWABALA top 5 holdings of equity is only 11.8% with Mapletree Greater China a foreign equity, which due to the market boom, is having a PE of 53.80. However, due to its allocation in the portforlio is merely 2.6%, even the trust itself drops half of its value, it shouldn’t impact much on the total value of this fund, provided there’s nothing else from the same geographical region with same or similar industry.
Since I left out the average PE calculation for OSKKIDS, i’ve included it in this post, it’s 5.3128. This is pretty good, and the top 5 holdings is around 13.63% from the fact sheet itself.
With these simple data and looking at the fact that Malaysian GE has just over, the tension shall drop and the fear of drastic changes will submerge, citizens’ expenditure and spending will go up, and pushing the small-medium cap higher. I would invest into both OSKKIDS and OSKSBAL. Wish me luck. 🙂