Funds
Buy Term and Invest the Rest?
This is a reply from Brendan, in response to my post, Is this a Good Deal? – Great Eastern Annual Cashback Endowment Plan. Brendan has gladly allow me to post it here. This will be his first guest post! (Brendan is an Investment Specialist and Financial Advisory Director at SingCapital. He is currently teaching other [...]
Is this a Good Deal? – A review of Sunday Times Invest Section
A handful of investment products was mentioned in the 27 Jan 13 Sunday Times. I am referring to the article, “Grow your wealth wisely”, in the Invest Section which the reporter, Magdalen, had solicited comments from industry experts. She tried to help retail investors understand the products better, without the sugar coated sales pitch. I [...]
A Different Kind of Fund – Interview with Aggregate Value Fund Managers
It was the last working week of the year, that few forgotten days tucked away between Christmas and the New Year. Driving that morning was a surreal experience, with the roads devoid of cars despite them running on their ridiculously priced COEs. Everything seemed to move slower, in a more relaxed manner.
The surreality factor went [...]
Global Wealth Builder by Friends Provident International
I was introduced to this fund, Global Wealth Builder, by my financial advisor. You know that I am not a fan of funds and so I was quite critical towards the plan especially when it came to charges. She told me that this is a private banking fund and it used to be only accessible [...]
Why investing in mutual funds or unit trusts may not be a good idea – part 2
Followers of bigfatpurse will know that I am not a definitely not a fan of mutual funds or unit trusts. I stated my reasons in this earlier post: Why investing in mutual funds or unit trusts may not be a good idea. It rekindled my thoughts about mutual funds when I was reading Peter Lynch’s [...]
Barclays Investment Legend Fund
I came across a new fund that is rather interesting – Barclays Investment Legend Fund. The fund invests in companies and funds operated by today’s top investors – or the investment legends:
Warren Buffett – Berkshire Hathaway
Jim Rogers – Rogers International Commodity Index
Bill Gross – PIMCO
Ian Cumming and Joseph Steinberg – Leucadia National Corp
Mark Mobius – [...]
Global Commodities Delta Fund
RICI is an index of various commodities introduced by Jim Rogers in 1998. Jim Rogers was a partner with George Soros in the successful Quantum Fund. He has been bullish on commodities and had published a book titled “Hot Commodities” in 2004. In his words, “People are consuming more and more, with fewer farmers and [...]
Why investing in mutual funds or unit trusts may not be a good idea?
Be careful when agents try to sell you mutual funds (equivalent to unit trusts in Singapore). Since you do not have the expertise and time to invest on your own, you may feel it is better off to leave your money with the professional fund managers who do it full time. It seems like an [...]
S&P500 Index Funds available in Singapore
If you are a firm believer of the Random Walk Theory or the Efficient Market Hypothesis (EMH), you would want to invest in an index fund. Index funds have been widely available for a long time in US and Vanguard is the leading index fund provider. John Bogle who founded Vanguard is a strong believer [...]
