Note : First time reading this review? I would advise that you read "A Guide Towards Understanding Unit Trust Performance Table" first.
Fund Category : Asia excluding Japan
Top 10 Best Performing Fund for Category Asia Excluding Japan (click Image to Enlarge):
 |
| Top 10 Best Performing Fund for Asia Excluding Japan Note : Not all funds from the Asia Pacific Exc Japan category are listed here. |
2 Weeks Gain/Loss Ranking Table for Category Asia Excluding Japan:
|
Fund Name
|
YTD as of
14th March 2013 |
YTD as of
30th March 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
Previous
2 Weeks Gain/Loss Rankings |
|
Public Islamic Asia
Dividend Fund
|
-1.67
|
-2.35
|
-0.68
|
3
|
7
|
|
Eastspring Investments
Asia Pacific Shariah Equity Fund
|
2.93
|
2.08
|
-0.85
|
6
|
1
|
|
Public Asia Ittikal Fund
|
-2.66
|
-3.47
|
-0.81
|
4
|
5
|
|
PB Islamic Asia Equity
Fund
|
-3.28
|
-4.12
|
-0.84
|
5
|
8
|
|
MAAKL Shariah
Asia-Pacific Fund
|
-2.16
|
-4.14
|
-1.98
|
7
|
5
|
|
CIMB Islamic Asia Pacific
Equity Fund
|
2.92
|
0.76
|
-2.16
|
9
|
4
|
|
Pheim Asia Ex-Japan
Islamic
|
0.23
|
0.39
|
0.16
|
1
|
2
|
|
Eastspring Investments
Asia Pacific Equity MY Fund
|
1.91
|
-0.18
|
-2.09
|
8
|
3
|
|
Hong Leong Asia-Pacific
Dividend Fund
|
1.96
|
1.65
|
-0.31
|
2
|
9
|
|
MAAKL Pacific Fund
|
Newcomer
|
1.49
|
N/A
|
N/A
|
N/A
|
|
AVERAGE 2 WEEKS GAIN/LOSS (%)
|
-1.06
|
||||
Review of Asia Excluding Japan Funds:
The top three funds remained unchanged for the last 6 weeks. The 5 Year Annualized Average Returns for Public Islamic Asia Dividend Fund fell to 4.89% from 5.86% two week ago. Over a one year return, Eastspring Investments Asia Pacific Shariah Equity Fund remains the highest returning at 10.72%.
Looking at the 2 Weeks Gain/Loss table, funds in the this category posted an average of -1.06% in losses over a 2 week period. This is the 3rd consecutive fortnightly review (6 weeks period) that the Asia Pacific Excluding Japan Category has lost ground. Within 6 weeks, the Asia Pacific Excluding Japan category has lost (-1.06%, -0.17% and -1.06%) an average of -2.29%.
Top gainer within the 2 weeks period is Pheim Asia Ex-Japan Islamic Fund with +0.16% and is also the only fund in the top 10 that made a positive gain. Biggest loser for this category belongs to CIMB Islamic Asia Pacific Equity Fund, shedding 2.16% from its NAV.
Tip: There are a few great performing Asia Pacific Excluding Japan funds that are not listed in the top 10 list from this site. Therefore I would highly recommend that you look into funds such as:
1) Hwang Asia Quantum Fund (Consistent Performance)
Annualized Returns for Hwang Asia Quantum Fund as shown below:
2) CIMB-Principal Asia Pacific Dynamic Income Fund (Newcomer)
Annualized Returns for CIMB-Principal Asia Pacific Dynamic Income Fund as shown below:
Important : Dear readers, I have to check with the site owner on why the Asia Pacific Exc Japan list does not include funds such as Hwang Asia Quantum and CIMB-Principal Asia Pacific. I shall not speculate further until I get a formal reply from the site owner providing this data.
Review
Fund Category : Greater China
Top 10 Best Performing Fund for Category Greater China (click Image to Enlarge):
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
14th March 2013 |
YTD as of
30th March 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
Previous
2 Weeks Gain/Loss Rankings |
|
CIMB-Principal Greater
China Equity Fund
|
-0.8
|
-2.87
|
-2.07
|
8
|
9
|
|
CIMB-Principal Greater
China Equity Fund
|
-0.8
|
-2.87
|
-2.07
|
8
|
9
|
|
PB China Pacific Equity
Fund
|
1.43
|
0.26
|
-1.17
|
4
|
6
|
|
Public China Ittikal Fund
|
-2.00
|
-4.12
|
-2.12
|
10
|
3
|
|
Public China Select Fund
|
2.36
|
1.21
|
-1.15
|
3
|
2
|
|
AmIslamic Greater China
|
-2.11
|
-3.93
|
-1.82
|
6
|
5
|
|
Eastspring Investments
Dinasti Equity Fund
|
-0.54
|
-2.21
|
-1.67
|
5
|
7
|
|
Hwang China Select Fund
|
7.01
|
8.54
|
1.53
|
1
|
1
|
|
MAAKL Greater China Fund
|
0.18
|
-0.55
|
-0.73
|
2
|
8
|
|
Manulife Investment -
China Value Fund
|
3.72
|
1.84
|
-1.88
|
7
|
4
|
|
AVERAGE 2 WEEKS GAIN/LOSS (%)
|
-1.32
|
||||
Review of Greater China Funds:
This time there were no changes to the top 10 funds ranking. CIMB-Principal Greater China maintains its number 1 ranking for a 5 year period at -0.14% annualized returns. In terms of a 1 year period, Hwang China Select Fund (HCSF) is the best fund by far with +18.63% returns.
Looking at the 2 Weeks Gain/Loss table, Hwang China Select Fund (HCSF) has maintains its number 1 ranking for the 2nd consecutive review. In addition, HCSF is the only fund that posted positive gain for a 2 week period. Shedding -2.12%, Public China Ittikal Fund is the biggest loser for this category within a 2 week period.
If you've read the Market Outlook review I posted a few days ago, funds invested into China are "expected to rise" after June 2013. Therefore with the current price drop in many existing funds, investors are offered an opportunity to purchase funds at lower unit price. Find out more about Market outlook HERE.
Review
Fund Category : Equity Malaysia
Top 10 Best Performing Fund for Category Equity Malaysia (click Image to Enlarge):
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
14th March 2013 |
YTD as of
30th March 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
Previous
2 Weeks Gain/Loss Rankings |
|
MAAKL-HDBS Flexi Fund
|
0.48
|
1.57
|
1.09
|
4
|
8
|
|
Kenanga Growth Fund
|
2.19
|
3.03
|
0.84
|
5
|
7
|
|
AMB Dividend Trust Fund
|
0.52
|
1.27
|
0.75
|
7
|
9
|
|
Kenanga Syariah Growth
Fund
|
1.8
|
2.63
|
0.83
|
6
|
2
|
|
Phillip Master Equity
Growth Fund
|
2.16
|
3.61
|
1.45
|
2
|
6
|
|
MAAKL Dividend Fund
|
2.17
|
2.69
|
0.52
|
9
|
4
|
|
Hwang AIIMAN Growth
|
1.56
|
2.07
|
0.51
|
10
|
3
|
|
Public Focus Select Fund
|
1.85
|
2.54
|
0.69
|
8
|
5
|
|
CIMB-Principal Equity
Fund
|
0.89
|
2.88
|
1.99
|
1
|
1
|
|
MAAKL Regular Savings
Fund
|
-0.31
|
1.02
|
1.33
|
3
|
N/A
|
|
AVERAGE 2 WEEKS GAIN/LOSS (%)
|
1.00
|
||||
Review of Equity Malaysia:
Despite the coming election, our local bursa continues to display no signs of extreme volatility. The index have continuously climbed four days in a row this week before losing some steam due to profit taking by investors.
Funds invested in Malaysia Equities have also benefited greatly by gaining an average of +1.00% for the two week period. Best performing fund for the 2 week period is CIMB-Principal Equity Fund gaining +1.99% of its NAV. Even the worst performing fund, which is Hwang AIIMAN Growth managed to post +0.51%.
Long term wise, MAAKL-HDBS Flexi Fund remain perched at the top with 16.42% returns annualized over a 5 year period. Following closely is Kenanga Growth Fund with +15.81% annualized returns. Within the 1 year period 9/10 funds have posted double digit gains with AMB Dividend Trust Fund gaining the highest returns at +18.11%.
In summary, all top 10 Malaysia funds have performed consistently and is worthy of an investment regardless of which fund you are buying.
Review
Fund Category : Fixed Income (Malaysia)
Top 10 Best Performing Fund for Category Fixed Income (Malaysia) (click Image to Enlarge):
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
14th March 2013 |
YTD as of
30th March 2013 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
Previous
2 Weeks Gain/Loss Rankings |
|
AmDynamic Bond
|
1.02
|
1.28
|
0.26
|
5
|
3
|
|
PB Islamic Bond Fund
|
0.43
|
0.8
|
0.37
|
4
|
2
|
|
AMB Dana Arif
|
0.64
|
0.76
|
0.12
|
8
|
N/A
|
|
KAF Bond Fund
|
0.98
|
4.07
|
3.09
|
1
|
4
|
|
Hwang AIIMAN Income Plus
|
0.77
|
-0.02
|
-0.79
|
9
|
6
|
|
AMB Income Trust
|
8.03
|
9.82
|
1.79
|
2
|
8
|
|
Public Islamic Bond Fund
|
0.47
|
1.06
|
0.59
|
3
|
5
|
|
Public Bond Fund
|
0.75
|
0.91
|
0.16
|
7
|
7
|
|
PB Fixed Income Fund
|
Newcomer
|
0.96
|
N/A
|
N/A
|
N/A
|
|
RHB GoldenLife Today
|
0.51
|
0.73
|
0.22
|
6
|
1
|
|
AVERAGE 2 WEEKS GAIN/LOSS (%)
|
0.65
|
||||
Review of Fixed Income (Malaysia):
Finally the fixed income market is showing some life for this review. The top 10 funds are exchanging positions as if the they are invested in the equity market. KAF Bond Fund posted an impressive +3.09% gain within the 2 week period (reason unknown) pushing it into the 4th place of the top 10 ranking. AMB Income Trust Fund posted an additional +1.79% within the 2 weeks making it the most profitable fixed income fund according to YTD with total gains of +9.82%.
Average 2 weeks Gain/Loss for the Fixed Income Category is +0.65%, the highest ever gain over a 6 week period. Exciting time ahead for the fixed income category especially when uncertainty over the eurozone crisis, China getting their house in order and the pending local elections have caused investors to take lesser risk in the equity market.
- End of Review -
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