Thursday 6 August 2015

Top 10 Performing Equity Malaysia Unit Trust Funds as of 4th August 2015

Fund Review : Category Equity Malaysia
The best performing Equity Malaysia funds are compared according to these 4 criteria:
a. Ranking according to 5 Year Annualized returns
b. 4 weeks fund Gain/Loss ranking
c. Comparison against the KLSE Index
d. Ranking according to Year to Date (YTD) returns

a) Top 10 funds ranked according to 5 Year Annualized Returns

Top 10 Unit Trust Funds Equity Malaysia (ranked by annualized returns)
5 Years Annualised Ranked 1 (Non-Islamic) 
Kenanga Growth Fund (+19.74% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Dana Al-Ilham (+14.93% per annum)

b) 4 Weeks Funds Gain/Loss Table

Fund Name
YTD as of
1st July 2015
YTD as of
4th Aug 2015
4 Weeks
Gain / Loss (%)
4 Weeks Gain/
Loss Rankings
Previous
4 Weeks Gain/Loss Rankings
Kenanga Growth Fund
14.09
15.87
1.78
3
4
Eastspring Investments Dana Al-Ilham
6.03
5.69
-0.34
7
8
RHB Smart Treasure Fund
26.96
28.93
1.97
1
1
PMB Shariah Aggressive Fund
24.93
26.77
1.84
2
2
Eastspring Investments Equity Income Fund
3.93
4.45
0.52
6
7
Kenanga Syariah Growth Fund
6.67
7.42
0.75
5
6
Areca Equity Trust Fund
8.79
10.34
1.55
4
3
MAAKL-HDBS Flexi Fund
2.84
1.02
-1.82
9
9
AMB Dividend Trust Fund
3.73
1.82
-1.91
10
10
Affin Hwang AIIMAN Growth Fund
4.03
2.85
-1.18
8
5
AVERAGE 4 WEEKS GAIN/LOSS (%)
0.32

Best Performing over 4 weeks period: 
  • Non Syariah : RHB-OSK Smart Treasure Fund (Gain : +1.97%)
  • Syariah : PMB Shariah Aggressive Fund (Gain : +1.84%)

Worst Performing over 4 weeks period:
  • Non Syariah : AMB Dividend Trust Fund (Loss : -1.91%)
  • Syariah : MAAKL-HDBS Flexi Fund (Loss : -1.82%)

c) Comparison against the KLSE Index between 1 July 2015 to 4 August 2015

KLSE Index (1 July 2015 to 4 August 2015)
KLSE Index (%) Gain/Loss :  (Loss : -0.59%)

Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss: 
(Gain : +0.32% Out performed the KLSE Index)

Non Syariah Best Performing Fund: 
RHB-OSK Smart Treasure Fund (Gain : +1.97% Out performed the KLSE Index)

Syariah Best Performing Fund: 
PMB Shariah Aggressive Fund (Gain : +1.84% Out performed the KLSE Index)

d) Top 10 funds ranked according to Year To Date(YTD) returns

Top 10 Unit Trust Funds Equity Malaysia (ranked by YTD)
YTD Ranked 1 (Non-Islamic) 
RHB-OSK Smart Treasure Fund (YTD : +28.93%)

YTD Annualised Ranked 1 (Islamic Equity) 
- PMB Shariah Aggressive Fund (YTD : +26.77%)


*********************************

Is this your first time reading this review?
Do check out "A Guide Towards Understanding Unit Trust Performance Table". This guide will help you understand the review better.

Are you new to unit trust investing? 
Just drop me an email at shanesee03@gmail.com and I'll be more then happy to share with you on how to get started on Unit Trust Investing.

Interested to invest into these top performing Equity Malaysia funds for as low as 2% sales charge? 
Just drop me an email at shanesee03@gmail.com and I'll teach you on how you can do so in just four simple steps!



No comments:

Post a Comment