Portfolios

December 25th, 2011 | 2 Comments

Active Fund Management

Our private individually managed accounts are private investment portfolios customized to fit the needs of clients. We have been managing them since 2003 and each portfolio is placed in a dedicated custodian account opened under the investor’s name.

Investors can check their investment portfolio regularly (online) as it is marked to market daily.

We have two private individually managed accounts services available now.

EPF Investment Scheme IPD CODE: IPD028 (Appointed Fund Management Institutes by KWSP).
Direct KLSE Portfolio (Cash Account).

Year	2003	2004	2005	2006	2007	2008	2009	2010	2011	Average
Total Portfolios (%) *	21.3%	12.5%	11.1%	9.2%	11.2%	-1.9%	22.9%	32.3%	9.4%	14.2%
EPF Returns (%) *	4.50%	4.75%	5.00%	5.15%	5.80%	4.50%	5.65%	5.80%	6.0%	5.2%

* Quarterly Cumulative Basis.

Year	2003	2004	2005	2006	2007	2008	2009	2010	2011	Average
Total Portfolios (%) *	21.3%	12.5%	11.1%	9.2%	11.2%	-1.9%	22.9%	32.3%	9.4%	14.2%
FBM KLCI (%) *	14.2%	14.9%	-0.6%	20.8%	29.2%	-46.6%	40.4%	18.4%	+0.7%	10.1%

* Quarterly Cumulative Basis.

Year	2003	2004	2005	2006	2007	2008	2009	2010	2011	Average
Total Portfolios (%)	21.3%	12.5%	11.1%	9.2%	11.2%	-1.9%	22.9%	32.3%	9.0%	14.2%
Msia Housing Index (%)	3.8%	2.5%	2.6%	4.6%	3.1%	2.5%	5.4%	7.9%	NA	4.1%

Our Performance vs. Largest Funds : Malaysia Equity

Note: The total private portfolio return is net-net of all fees and expenses.

Table 2 link here.

Interested parties, kindly contact Ms. Chin at 012 303 8126 or email us. Click here.

Last Updated: 7 Jan 2012

Disclaimer:

This website is for general information only and does not constitute professional advice. It does not have any regard to the specific objectives, financial situation and particular need of any specific person and is based on information obtained from sources believed to be reliable. W&W Wealth Management makes no representations on its accuracy or completeness specifically, W&W Wealth Management does not represent or warrant that the information, software, products, and services on this website will be uninterrupted or error-free, that defects will be corrected, or that the service or the server that makes it available, are free of viruses or other harmful components. We do not warrant or represent that the results of the use of the website or the materials made available herein will be correct, accurate, complete, timely, or otherwise reliable.

An investment into any financial product mentioned in this website is not intended to be a complete investment solution. The prospective investor should carefully consider if the product is suitable for them in view of their entire investment portfolio, including their financial circumstances and resources. An investment in any financial product mentioned in this website carries risks and may not be suitable for persons who are averse to such risks. The investor should refer to the relevant prospectus for inherent risks of investing in the financial products.

In no event shall W&W Wealth Management be liable for any direct, indirect, punitive, incidental, special, consequential damages or any damages whatsoever including, without limitation, damages for loss of use, data or profits arising out of or in any way connected with the use or performance of this website, with the delay or inability to use this website, the provision of or failure to provide services, or for any information, software, products, services and related graphics obtained through this website, or otherwise arising out of the use of this website, whether based on contract, tort, strict liability or otherwise. If you are dissatisfied with any portion of this website, or with any of its terms of use, your sole and exclusive remedy is to discontinue using this website.

In Summary:

Past Performance is not an indication of future returns.

There are market risk and volatility associated with managed accounts.
Discrepancies varies in actual returns for managed accounts (varied factors).
There are fees, performance bonus involved and investors must be aware.

2 Responses to "Portfolios"

Ab Rahman says:

February 18, 2012 at 6:54 am

Hi Martin,
When you declare the yearly profit in %, is it a net profit? If not what your portion out of the profit? Thanks.

Reply
1. martinwo says:
  
  February 26, 2012 at 6:10 pm
  
  The profit is net-net of all expenses. – Martin-
  
  Reply