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Half-Yearly Fund Performance: Gain or Pain?

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Moo_Rich wrote a column · May 26, 2023 04:38
Hi, mooers!

The first half of 2023 has flown by. How did your fund investments perform over the past six months? Which funds did you invest in, and how have they performed year-to-date? Were there any surprises or disappointments?

Before we dive into the P/L records of the first half of 2023, let's take a moment to reflect on how your funds investment performed in 2022!

Some of you diversified your investment across different types of funds and achieved satisfactory returns!
@sociable Dingo_8604 said,
$CSOP USD Money Market Fund(SGXZ96797238.MF)$ $Fullerton SGD Cash Fund(SG9999005961.MF)$ $FTGF Western Asset US Government Liquidity Fund(IE00B19Z6R17.MF)$& $BNP Paribas USD Money Market(LU0012186622.MF)$ have generated me positive returns with Cashplus hitting at 4.5% at one point! And I am still holding $BGF ESG Multi-Asset Fund(LU2077746001.MF)$ even though it is also at a loss right now, so I really hope to at least break even!
Half-Yearly Fund Performance: Gain or Pain?
@cola1010 said,
My preferred fund is still an MMF, which is a low-risk fund that offers investors short-term liquidity as well as a consistent and conservative return. I started investing in $Fullerton SGD Cash Fund(SG9999005961.MF)$ and $CSOP USD Money Market Fund(SGXZ96797238.MF)$
another energy fund $BGF World Energy Fund(LU0368265418.MF)$ I purchased is now making money! Previously, it has been quite volatile since December. I intend to hold for the long term in order to diversify into the energy sector.
Half-Yearly Fund Performance: Gain or Pain?
@ZnWC said,
Since invested in the following fund in May last year, my total return is about SGD 1100. The first two has an average 7-d return is about 3.5 - 4% no negative so far.
$Fullerton SGD Cash Fund(SG9999005961.MF)$
$CSOP USD Money Market Fund(SGXZ96797238.MF)$
$BNP Paribas USD Money Market(LU0012186622.MF)$
Half-Yearly Fund Performance: Gain or Pain?
Besides, some mooers chose to invest in Cash Plus to earn returns on idle cash amid continuous market volatility.

@杰曼 said,
I have invested in $Fullerton SGD Cash Fund(SG9999005961.MF)$ since Apr last year which is offering a decent return so far to my portfolio. Since then I have witnessed that its yield interest rates rise steadily from <1% to close to 4% now
So, while the market is crashing, cash plus funds yield had been rising and returning investors 3.8%. Outperforming the market.
In a few short month, the idle cash had earn some extra cash, which would otherwise been sitting in moo moo account doing nothing. In 4 month, I had accumulated an extra USD$488.68.
@TLim77 said,
For funds, I only own money market funds and the performance has great so far in 2022.
I am very appreciative of Moomoo having these two funds $CSOP USD Money Market Fund(SGXZ96797238.MF)$ and $Fullerton SGD Cash Fund(SG9999005961.MF)$ and also widely publicised them and conducting events for them to raise awareness. these two funds enable your idle money to earn some interest while waiting for an investment opportunity.
From left to right are the P/L records shared by@杰曼, @doctorpot01, @TLim77, @102392341
From left to right are the P/L records shared by@杰曼, @doctorpot01, @TLim77, @102392341
Now is the time for you to share your first-half 2023 P/L records and investment experiences with us!
Tap here to join us now!

How to find your P/L records?

1. Tap "Accounts," select an account, choose "Funds," and then tap the icon next to "Daily Change" to check your half-year fund performance.
2. Swipe left to view "Fund P/L," and tap "Save" to save the image.
3. By tapping "Fund," you can randomly select up to 5 funds in the position list and view the corresponding P/L chart. Additionally, you can share a specific fund's performance by tapping "More"!
Half-Yearly Fund Performance: Gain or Pain?
Time:
May 26th – June 16th
Rewards:
1. 15% (5d) Fund Coupon: for writers of the top 5 most influential posts over 50 words
2. 100 points: for all writers of eligible posts over 30 words
*Only posts with P/L records are eligible for rewards.

Notes:
1. The selection is based on post quality, originality, creativity, and influence.
2. Posts that are not original or relevant will be excluded.
3. Rewards are mutually exclusive.
4. Rewards will be distributed to your universal account within 15–30 working days after the winners' announcement.
This presentation is for information and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. See this link for more information.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
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