Warms wishes for the Year of The Snake as we bring you our fortnightly review of the Top 10 Best Performing Unit Trust Fund as of 15th Feb 2013.
Introduction
a) Funds are divided into 4 Main Categories consisting of:
- Asia Excluding Japan
- Equity Malaysia
- Greater China
- Fixed Income (Malaysia)
b) All funds are ranked according to their Average 5 Year Returns (Annualized).
c) Movement of funds on the ranking table are indicated by the colored bars below:
Fund movements are determine by comparing their previous ranking on the 31st January 2013 with the current ranking as of 15th February 2013.
d) In this review, I've also included a new ranking table for each category to indicates the best performing fund according to gain/loss within a 2 week period from 31st January 2013 to 15th February 2013.
e) If this is your first time reading the review, I would suggest that you read "A Guide Towards Understanding Unit Trust Performance Table" before proceeding to the review.
Review
Category : Asia excluding Japan
Top 10 Best Performing Fund for Category Asia Excluding Japan (click Image to Enlarge):
2 Weeks Gain/Loss Ranking Table for Category Asia Excluding Japan:
|
Fund Name
|
YTD as of
31th Jan 2013 |
YTD as of
15th Feb 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
|
Eastspring Investments
Asia Pacific Shariah Equity Fund
|
1.83
|
2.89
|
1.06
|
4
|
|
Public Islamic Asia
Dividend Fund
|
-1.86
|
-1.02
|
0.84
|
5
|
|
Public Asia Ittikal Fund
|
-2.07
|
-1.7
|
0.37
|
8
|
|
MAAKL Shariah
Asia-Pacific Fund
|
Newcomer
|
0.04
|
N/A
|
N/A
|
|
CIMB Islamic Asia Pacific
Equity Fund
|
2.21
|
3.4
|
1.19
|
2
|
|
Eastspring Investments
Asia Pacific Equity MY Fund
|
3.58
|
3.97
|
0.39
|
7
|
|
Hong Leong Asia-Pacific
Dividend Fund
|
2.47
|
3.64
|
1.17
|
3
|
|
Pheim Asia Ex-Japan
Islamic
|
0.88
|
0.71
|
-0.17
|
9
|
|
PB Islamic Asia Equity
Fund
|
-2.48
|
-1.95
|
0.53
|
6
|
|
Pheim Asia Ex-Japan
|
2.61
|
3.97
|
1.36
|
1
|
(Long Term) Rank 1 Best Performing Over 5 Year Period :
Eastspring Investments Asia Pacific Shariah Equity Fund
(Potential) Rank 1 Gain/Loss for 2 Week Period :
Pheim Asia Ex-Japan Fund
Category : Greater China
Top 10 Best Performing Fund for Category Greater China (click Image to Enlarge):
2 Weeks Gain/Loss Ranking Table for Category Greater China:
|
Fund Name
|
YTD as of
31th Jan 2013 |
YTD as of
15th Feb 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
|
CIMB-Principal Greater
China Equity Fund
|
3.78
|
3.94
|
0.16
|
3
|
|
CIMB-Principal Greater
China Equity Fund
|
3.78
|
3.94
|
0.16
|
3
|
|
PB China Pacific Equity
Fund
|
4.68
|
4.16
|
-0.52
|
8
|
|
Public China Ittikal Fund
|
0.61
|
0.22
|
-0.39
|
7
|
|
Public China Select Fund
|
3.44
|
3.44
|
0
|
6
|
|
AmIslamic Greater China
|
1.67
|
0.16
|
-1.51
|
10
|
|
Eastspring Investments
Dinasti Equity Fund
|
2.1
|
2.22
|
0.12
|
5
|
|
Hwang China Select Fund
|
6.15
|
7.5
|
1.35
|
1
|
|
MAAKL Greater China Fund
|
3.57
|
4.23
|
0.66
|
2
|
|
Manulife Investment -
China Value Fund
|
7.7
|
7.05
|
-0.65
|
9
|
(Long Term) Rank 1 Best Performing Over 5 Year Period :
CIMB-Principal Greater China Equity Fund
(Potential) Rank 1 Gain/Loss for 2 Week Period :
Hwang China Select Fund
Category : Equity Malaysia
Top 10 Best Performing Fund for Category Equity Malaysia (click Image to Enlarge):
2 Weeks Gain/Loss Ranking Table for Category Equity Malaysia:
|
Fund Name
|
YTD as of
31th Jan 2013 |
YTD as of
15th Feb 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
|
MAAKL-HDBS Flexi Fund
|
-2.22
|
-2.5
|
-0.28
|
6
|
|
Kenanga Growth Fund
|
-0.15
|
-0.64
|
-0.49
|
8
|
|
AMB Dividend Trust Fund
|
-0.79
|
-1.24
|
-0.45
|
7
|
|
Kenanga Syariah Growth
Fund
|
-0.33
|
-1.2
|
-0.87
|
9
|
|
Phillip Master Equity
Growth Fund
|
-1.25
|
-1.13
|
0.12
|
2
|
|
MAAKL Dividend Fund
|
-0.73
|
-0.73
|
0
|
3
|
|
Hwang AIIMAN Growth
|
-0.11
|
-1.38
|
-1.27
|
10
|
|
Public Focus Select Fund
|
-1.18
|
-0.85
|
0.33
|
1
|
|
MAAKL Al-Fauzan
|
-0.39
|
-0.56
|
-0.17
|
5
|
|
CIMB-Principal Equity
Fund
|
-2.08
|
-2.12
|
-0.04
|
4
|
(Long Term) Rank 1 Best Performing Over 5 Year Period :
MAAKL-HDBS Flexi Fund
(Potential) Rank 1 Gain/Loss for 2 Week Period :
Public Focus Select Fund
Category : Fixed Income (Malaysia)
Top 10 Best Performing Fund for Category Fixed Income (Malaysia) (click Image to Enlarge):
2 Weeks Gain/Loss Ranking Table for Category Fixed Income (Malaysia):
|
Fund Name
|
YTD as of
31th Jan 2013 |
YTD as of
15th Feb 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
|
AmDynamic Bond
|
0.4
|
0.61
|
0.21
|
4
|
|
PB Islamic Bond Fund
|
-0.15
|
0.03
|
0.18
|
5
|
|
KAF Bond Fund
|
0.36
|
0.61
|
0.25
|
2
|
|
Public Islamic Bond Fund
|
-0.04
|
0.12
|
0.16
|
6
|
|
Public Bond Fund
|
0.19
|
0.44
|
0.25
|
2
|
|
PB Fixed Income Fund
|
0.27
|
0.54
|
0.27
|
1
|
|
RHB GoldenLife Today
|
0.11
|
0.09
|
-0.02
|
7
|
|
CIMB-Principal Strategic
Bond Fund
|
0.28
|
0.22
|
-0.06
|
8
|
|
CIMB-Principal Strategic
Bond Fund
|
0.28
|
0.22
|
-0.06
|
8
|
|
AmBon Islam
|
Newcomer
|
0.36
|
N/A
|
N/A
|
(Long Term) Rank 1 Best Performing Over 5 Year Period :
PB Islamic Bond Fund*
*AmDynamic Bond is no more available for investment
(Potential) Rank 1 Gain/Loss for 2 Week Period :
PB Fixed Income Fund
Overall Summary
As of 15th February 2013, once again we see gains coming from Asia Excluding Japan Funds and Greater China Funds. The Malaysia Equity Funds continue to post losses due to volatility of the local Bursa and concerns towards the upcoming General Election. Fixed Income (Malaysia) funds are posting slow gains and should continue to do over the year.
Cheers and Happy Investing!
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