[split] What is a realistic return on value investing?

[moneyandco]

Not auto calculated as I don't like to look at performance in 6 months time frame, but it can be worked out quickly:

31 Dec 14 price was $5.04 in previous report, now 30 Jun 15 is $5.25. Distributions for 6 months was $0.121. That makes the 6 month return +6.57%.

Thanks for the update. I reckon for those funds focus more on Singapore, will yield lower return based on YTD performance.

FYI, AVF YTD performance was 15.6%, and Yeoman Cap's was 16.2%. Both funds focus on AP, with less weighted in Singapore. Other more concentrated funds under-studies, with AP coverage, have much better performance YTD, with 20-30% return.

I have achieved a lower 9.5% YTD, with 100% in Singapore. I am having a concentrated approach in investing.

(sharing few points from last review)

Indeed that is the reason why I do not like to take short term readings, very prone to fads here & there. Almost all funds dabbling in AP have surged massively in the past 6 months due to a very strong bull run in HK, JP & CN. These 3 countries together with AU generally take up ~60-80% composition in most AP funds.

Your 9.5% YTD in Singapore alone is indeed impressive seeing that STI ETF is only +2.3%. Normally I would caution against 6 month readings meaning anything, but I'm sure you know it better than I do and seeing you are long time VB participant, you likely have seen lots of ups & downs anyway.

But let's not beat ourselves over it. A quick check on fundsupermart shows that the average SG equity focused mutual fund YTD return is 0.02%