Tuesday, July 22, 2014

TA Unit Trust Fund performance rank by gain in year

TA Investment Management Berhad (TAIM), a subsidiary of TA Securities
 


YTD(%) 1 wk(%)  1 mth(%)  3 mth(%)  6 mth(%)  1 yr(%)  2 yr(%) 3 yr(%)
TA European Equity Fund  -0.28 -3.51 -1.37 -0.91 17.05 21.05 10.39 7.65
TA Global Technology Fund  0.37 0 4.66 0.43 15.8 15.28 11.06 - 
TA Small Cap Fund  1.4 6.06 5.54 6.13 11.62 10.68 9.2 10.57
TA Asian Dividend Income Fund  0.53 0.9 3.34 4.75 8.63 10.29 8.99 2.46
TA BRIC and Emerging Markets Fund  -1.01 -0.36 3.72 0.63 8.06 4.34 -4.82 - 
TA Income Fund  -0.77 0.13 1.1 2.47 3.89 5.81 5.17 7.34
TA Asia Pacific Islamic Balanced Fund  1.13 1.49 1.92 1.49 3.12 4.1 0.85 4.46


Who are TAUTM's main functions?
TAUTM is responsible for the day to day management of the Funds and for the development and implementation of appropriate investment strategies. The main tasks performed by TAUTM included:
•     managing funds received from the investors to be eventually invested by he External Investment Manager concerned;
•     arranging the sale and repurchase of units;
•     keeping proper records for the Funds;
•     Valuing investments of the Funds; and
•     distributing income and additional units to the Unitholders

4 Keys to effective Dollar Cost Averaging Investment Implementation

1. Begin Investing immediately
Instead of waiting for the right time, you may benefit from beginning today. Over the long term, whether the market was up or down when beginning an investment program has proved to have made relatively little difference.

2. Focus on Accumulating Funds

A drop in a fund's unit price is a bad news for someone who plans to sell but it can be a good news if you are buying units. That's because lower prices mean you can buy more units with your fixed investment amount unit that have the potential to grow in value.

3. Prepare to Weather Market Declines

Bear in mind that DCA usually works best over long periods of time, so you must be prepared to commit financial resources and have the resolve to make contributions on each appointed date, even during an extended down market.

4. Make Volatility works for you

When you average this way, you are making the inherent volatility of markets work for you. It is impossible to buy low and sell high all the time. So the best solution is not to be caught committing all your money at the high point of a market cycle. If you did, you may not be able to make any profit until the next cycle comes along. By averaging, the price of your units will tend towards the middle price of the market cycle that you are in. You will still get to enjoy a pretty good upside.


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