I had also participated in an investment plan thru Pegasus for several years, but the agent had already left the co. once I joined the plan for 1 month, but up to now no new one follows up my acount although I gained by 40% last year. I usually invest actively in switching funds and allocation proportion. However, I am still interersted in another plan which may have other funds where my existing plan didn't offer. My plan also included AHL Diversified Fund which persuit for absolute return no matter the market rises or drops which can spread the risk of the entire portfolio and hence increase the total performance and return. However, I am still interersted in another plan which may have other funds where my existing plan didn't offer.
Please also pm to me, thxs a lot!
How much % have you allocated to AHL? Mine is 31% and the return was not as high as yours. May I know the combination of your portfolio if you don't mind?
My situation is similar to yours because my former agent (Michelle) from Pegasus was also left not long after I bought the plan and the follow up is poor. I'm thinking if we have the same agent before.
I'm changing the investment company to the one recommended by cheukwing媽咪. I have a long chat with her agent and found that she is quite sincere to her work and I believe she can follow up her clients well.
Nice to chat with you, MariaChan. My plan was transferred to the A/C of 龐寶林, 公司老闆, 但多數是他的助理接電話處理轉基金事宜, 我感覺到不被重視o 想請問若轉換公司對我的portfolio 有影響嗎?請分享和pm 給我你agent的資料,萬分多謝和感激!
MariaChan, I have only allocated 20% of AHL for diversified the portfolio risk. In long run, stock funds are the major tools for increasing the value of the portfolio subject to selecting right funds and proceeding regular review! :-P
MariaChan, I just reveived your pm, Thx a lot! I favour Japan market rather than Thailand market as Japan does really rebounce from long-term recession. Thailand had undergone a huge increase last year. It is rather difficult to have a further large-extent up-risng. Both Value Partners funds-V.P. A.B funds and V.P. high Div. Fund must be the choices. V.P. A.B. Funds just re-open for public investment after closing for sometime in order to better control the fund size and mangement. These 2 funds have excellent performance from time to time.
Hi Maria Chan，Liverpool
唔好意思，因為打風及要趕回家湊仔，所以遲了覆你。我的基金分配：AIG Europe Fund 15%,Invesco GT Japan Enteprise Fund 20%, Vaule Partners"A" 30%,
HSBC Global Investment Funds - Indian Equity Fund
20%, AHL diversified Futures 15%。
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