What unit trust to invest in?

funman168, thanks for sharing.

(21-01-2014, 05:29 PM)funman168 Wrote: Hi egghead, bcos most of my stks are speculative.
Getting busy nowadays, so decided to liquidate all of it

I would looks at some small/medium cap counters in the construction sector for the medium term that builds on Singapore land development.

No need to look at portfolio very much and just collect dividend along the way to beat the 2.5% and perhaps capital appreciation.

how about just buying the STI ETF?

http://www.spdrs.com.sg/etf/fund/fund_detail_STTF.html#

passive and lower cost

Thanks, the prob I have is the 65% of OA that has to buy only selected unit trust.
ETF does not fall under it.

(21-01-2014, 08:01 PM)felixleong Wrote: how about just buying the STI ETF?

http://www.spdrs.com.sg/etf/fund/fund_detail_STTF.html#

passive and lower cost

funman168 Wrote:Thanks, the prob I have is the 65% of OA that has to buy only selected unit trust. ETF does not fall under it.

Yes you can buy sti ETF

You need to pass the CAR tests to transact ETFs

wow! 500k in cpf is quite a lot, heehee mine is less than 50k

(21-01-2014, 05:29 PM)funman168 Wrote: Hi egghead, bcos most of my stks are speculative.
Getting busy nowadays, so decided to liquidate all of it

Interesting that CPF OA allows speculative stocks to be invested. I am keen to find out what are the stocks that is speculative.

'long pang' this thread.

anyone knows of any CPF-OA approved unit trusts that invests in PRC? Preferably got heavy 'A' share weighting.

thanks

(21-01-2014, 10:32 PM)csl123 Wrote:

(21-01-2014, 05:29 PM)funman168 Wrote: Hi egghead, bcos most of my stks are speculative.
Getting busy nowadays, so decided to liquidate all of it

Interesting that CPF OA allows speculative stocks to be invested. I am keen to find out what are the stocks that is speculative.

Blumont
Asiaons

(21-01-2014, 04:49 PM)yeokiwi Wrote:

(21-01-2014, 04:45 PM)cyclone Wrote: 2 cents :
If you are a high net worth individual, probably you may consider to invest in funds managed by d.o.g. OR funds managed by Mr. Yeo (Yeoman Capital Management) or funds managed by Eric Kong (Aggregate Asset Management) OR other funds, not just Unit Trust.

CPF savings can only used to invest in CPF approved funds.
The 65% part of the OA fund is the most difficult to invest due to the imposed limitations.

yes. If you sell 500k of stock, it does not mean the new stock limit is $500k.

probably need to email CPF to recalculate the stock limit if cannot wait until 10th of each month.