Malaysia's The Edge-Lipper 2013 Awards, a premier annual event to honour the best performing unit trust funds and fund houses concluded last night at the Hilton, Kuala Lumpur. Akin to the Oscars which coincidentally was also held yesterday, the Edge-Lipper Awards is one of the most sort after recognition by all the fund houses. Winners of this award get to have the bragging rights for the next one year and at the same time boost their fund's credibility. A total of 44 awards were given out of which 9 awards are newly introduced (as if there is not enough categories already). The 9 new categories are:
- Equity ASEAN (3 Year)
- Equity Greater China (3 Year)
- Equity Malaysia Diversified (3 Year)
- Mixed Asset MYR Flexible (Islamic) (3 Year)
- Equity Asia Pacific (5 Year)
- Mixed Asset MYR Bal - Global (5 Year)
- Mixed Asset MYR Flexible (Islamic) (5 Year)
- Equity Malaysia Diversified (5 Year)
- Equity Malaysia Diversified (10 Year)
The list of winners are shown in the table below. I've also included the list of winners for 2012 just in case you feel like comparing the winners for 2013 with 2012.
Category : GROUP (by Fund House)
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Classification
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2012 Winners
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2013 Winners
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Bond
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Am Investment
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Am Investment
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Equity
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Pacific Mutual
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Hwang
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Mixed Assets
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MAAKL
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CIMB
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Overall
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CIMB
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Am Investment
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Category : 3 YEAR (by Fund)
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Bond Malaysian Ringgit
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AmDynamic Bond
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AMB Income Trust
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Bond Malaysian Ringgit
(Islamic)
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PB Islamic Bond
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PB Islamic Bond
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Equity ASEAN
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-
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PB Asean Dividend
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|
Equity Asia Pacific
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Public Asia Ittikal
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Public Asia Ittikal
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|
Equity Asia Pacific Ex
Japan
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CIMB Islamic Equity
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Public Islamic Asia Dividend
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Equity Asia Pacific Ex
Japan (Islamic)
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CIMB Islamic Equity
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Public Islamic Asia Dividend
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Equity Global
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Pacific Dana Dividen
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Equity Greater China
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-
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Equity Malaysia
(Islamic)
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Equity Malaysia
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CIMB Principal Equity
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Equity Malaysia
Diversified
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-
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Saham Amanah Sabah
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Equity Malaysia Small
& Mid Caps
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Public Focus Select
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Public Focus Select
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|
Mixed Asset MYR Bal -
Global
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PB Asia Real Estate Income
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PB Asia Real Estate Income
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Mixed Asset MYR Bal -
Malaysia (Islamic)
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CIMB Islamic Balanced Growth
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CIMB Islamic Balanced Growth
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Mixed Asset MYR Bal -
Malaysia
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Hwang Select Balanced
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Mixed Asset MYR
Conservative
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Hwang Select Income
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Hwang Select Income
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Mixed Asset MYR
Flexible
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MAAKL-HDBS Flexi
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MAAKL-HW Flexi
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Mixed Asset MYR
Flexible (Islamic)
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-
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Category : 5 YEAR (by Fund)
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Bond Malaysian Ringgit
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AmDynamic Bond
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AmDynamic Bond
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Bond Malaysian Ringgit
(Islamic)
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PB Islamic Bond
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PB Islamic Bond
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Equity Asia Pacific
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-
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Public Asia Ittikal
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|
Equity Asia Pacific Ex
Japan
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Pheim Asia Ex-Japan Islamic
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Public Islamic Asia Dividend
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Equity Global
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Pacific Focus 18
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Equity Malaysia
(Islamic)
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Equity Malaysia
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AMB Value Trust
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Equity Malaysia
Diversified
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-
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Saham Amanah Sabah
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Equity Malaysia Small
& Mid Caps
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Public Small Cap
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Public Focus Select
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Mixed Asset MYR Bal -
Global
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-
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PB Asia Real Estate Income
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|
Mixed Asset MYR Bal -
Malaysia (Islamic)
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Apex Dana Al-Faiz-I
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Apex Dana Al-Faiz-I
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Mixed Asset MYR Bal -
Malaysia
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Apex Dana Al-Faiz-I
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Mixed Asset MYR
Conservative
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Hwang Select Income
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Hwang Select Income
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Mixed Asset MYR
Flexible (Islamic)
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-
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InterPac Dana Safi
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Mixed Asset MYR
Flexible
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PRUdana dinamik
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MAAKL-HW Flexi
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Category : 10 YEAR (by Fund)
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Bond Malaysian Ringgit
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Public Islamic Bond
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Public Islamic Bond
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Equity Malaysia
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CIMB-Principal Equity
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Equity Malaysia
(Islamic)
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Pacific Dana Aman
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Equity Malaysia
Diversified
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-
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Equity Malaysia Small
& Mid Caps
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Public Small Cap
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Public Small Cap
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Mixed Asset MYR Bal -
Malaysia
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OSK-UOB Kid Save
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Mixed Asset MYR Bal -
Malaysia (Islamic)
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CIMB Islamic Balanced
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Note : Click on fund to download fund factsheet. For Public Mutual, all their fund factsheets are lumped into a single document. To download:
Total Number of Awards according to Fund Houses
Fund House
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No. Awards
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Public Mutual
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14
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Hwang
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6
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Eastspring
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5
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Kenanga
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3
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MAAKL
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2
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Pacific Mutual
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2
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Saham Sabah
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2
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Amanah Mutual
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1
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Am Investment
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1
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Apex Investment Services
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1
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CIMB
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1
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Inter-Pacific Asset Maagement
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1
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Pheim
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1
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Total
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40
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Summary of The Edge-Lipper 2013 Awards
This is my personal summary for the awards:
- Comeback Kid : Public Mutual (14 Awards this year as compared to 6 in 2012)
- Biggest Loser : CIMB (Won only 1 for 2013 as compared to 6 in 2012 and also lost the overall title to Am Investment)
- Most Improved : Eastspring (Won 4 for 2013 as compared to 0 in 2012)
- Newcomer : Saham Sabah
- Most Consistent : Hwang and Kenanga
And I just can't help but to bring this up...
Cheers and Happy Investing!
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