Saturday, 16 February 2013

Top 10 Best Performing Unit Trust Funds As of 15th Feb 2013


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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