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Category — Investments

Investment Linked Funds Performance

Just went through the annul report for investment linked funds for 2007. This time, Prudential sent the annual report in CD format instead of a small thick book. Apparently, quite a few other insurance company also sent out CD versus hard copy version.

For all those customers who have neither the time or interest to look through the full report, the summary is below. Off course those who like to know every single detail i.e. which company Prudential invested in, the NAV, year on year returns etc can look at the full report. The figures below are for a 1 year period ending 31 December 2007.

PRUlink equity fund +27.82%

PRUlink bond fund +4.41%

PRUlink managed fund +20.71%

PRUlink managed fund II +22.69%

PRUlink dana unggul (equity) 33.73%

PRUlink dana aman (bond) 4.32%

PRUlink dana urus (managed) +24.90%

PRUlink Asia managed fund +16.23%

PRUlink golden equity fund +5.27% (launched on 27 Nov 2007)

PRUlink golden bond fund +0.17% (launched on 27 Nov 2007)

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June 30, 2008   No Comments

Ill Prepared For Retirement

Retirement bring about thoughts of new plans, new freedom and a phrase of life that many look forward to. According to a recent survey, the results which we published in a local daily:

79% say health and well being is most important after retirement

39% say it is important to [Read more →]

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May 22, 2008   No Comments

Update – EPF Withdrawal For Unit Trust Investment

Effective 1 February 2008, the amount eligible for EPF members’ investment withdrawal from Account 1 will vary according to members’ age as in the chart below. This gives younger people with smaller amounts in the EPF the choice to invest in Unit Trust using their EPF money. In the past, you must retain RM 50,000 in your account 1. [Read more →]

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May 22, 2008   Comments Off

First Rule of Investing – Don’t Lose Money

There are 2 ways to have more money. The first way is not to lose what money you already own, through bad investments. According to CFA institute, here are the 10 fastest ways to lose money through investment: -

1. Buying investments without first establishing an investment strategy.

2. Buying high – performance chasing. [Read more →]

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May 19, 2008   No Comments