Saturday, 6 December 2014

Economic Highlights As of 2 Dec 2014

Sharing a short economic highlight from a renown Fund House:



Their investment outlook:

Posted by at No comments:
Labels:

Wednesday, 19 November 2014

Top 10 Best Performing Unit Trust Funds As of 17th Nov 2014

Interesting facts in this review:
  1. Average Gain/Loss of the Top 10 Funds for all Three Categories posted positive results!
  2. The month of Nov 2014 see China funds gain an average of 5.45%!
  3. Check out which China fund added 6.92% in the past 4 weeks!
To find out all the above, check out this months review of the Top 10 Best Performing Unit Trust Funds As of 17th November 2014.
Note : If this is your first time reading this review, I would highly recommend that you read "A Guide Towards Understanding Unit Trust Performance Table" before proceeding. Seriously you should! 

Review

Fund Category : Equity Malaysia
a) Top 10 Best Performing Fund for Category Equity Malaysia (Ranked According to 5 Year Annualized Return):


Top Performer based on 5 Year Performance

5 Years Annualised Ranked 1 (Non-Islamic) 
- Kenanga Growth Fund (+21.65% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- Kenanga Syariah Growth Fund (+16.67% per annum)

Top Performer based on Yield To Date (YTD) Performance

YTD Ranked 1 (Non-Islamic) 
- Kenanga Growth Fund (YTD : +15.10%)

YTD Ranked 1 (Islamic) 
- Eastspring Investments Dana Al-Ilham (YTD : +9.52%)


b) 4 Weeks Gain/Loss Ranking Table for Category Equity Malaysia Funds:

Fund Name
YTD as of
14th Oct 2014
YTD as of
17th Nov 2014
4 Weeks
Gain / Loss (%)
4 Weeks Gain/
Loss Rankings
Previous
4 Weeks Gain/Loss Rankings
Kenanga Growth Fund
12.05
15.1
3.05
1
5
Kenanga Syariah Growth Fund
3.64
3.44
-0.2
8
1
Eastspring Investments Dana Al-Ilham
7.02
9.52
2.5
3
4
MAAKL-HDBS Flexi Fund
0.31
2.74
2.43
4
2
Eastspring Investments Equity Income Fund
4.7
5.85
1.15
7
2
CIMB-Principal Wholesale Equity Fund
4.47
6.18
1.71
5
6
Phillip Master Equity Growth Fund
-0.93
-3.07
-2.14
9
8
Areca Equity Trust Fund
9.9
11.14
1.24
6
7
MAAKL Dividend Fund
4.56
7.23
2.67
2
N/A
Affin Hwang AIIMAN Growth Fund
Returning
3.03
N/A
N/A
N/A
AVERAGE 4 WEEKS GAIN/LOSS (%)
1.38

Best Performing Fund over 4 weeks period: 
  • Non Syariah : Kenanga Growth Fund (+3.05%)
  • Syariah : Eastspring Investments Dana Al-Ilham (+2.50%)

Worst Performing Fund 4 weeks period:
  • Non Syariah : Phillip Master Equity Growth Fund (-2.14%)
  • Syariah : Kenanga Syariah Growth Fund (-0.20%)


c) Performance Comparison with the KLSE Index between 14 Oct 2014 to 17 Nov 2014


KLSE Index (%) Gain/Loss : +0.56%

Comparison With:
  • Average Top 10 Unit Trust Equity (%) Gain/Loss : +1.38% (Out performed the KLSE Index)
  • Non Syariah - Kenanga Growth Fund : +3.05% (Out performed the KLSE Index)
  • Syariah - Eastspring Investments Dana Al-Ilham : +2.50% (Out performed the KLSE Index)


Review
Fund Category : Asia excluding Japan
a) Top 10 Best Performing Fund for Category Asia Exc Japan (Ranked According to 5 Year Annualized Return):


Top Performer based on 5 Year Performance

5 Years Annualised Ranked 1 (Non-Islamic) 
- Eastspring Investments Asia Pacific Equity MY Fund (+2.94% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- Public Islamic Asia Dividend Fund (+6.96% per annum)

Top Performer based on Yield To Date (YTD) Performance

YTD Ranked 1 (Non-Islamic) 
- Eastspring Investments Asia Pacific Equity MY Fund (YTD : +7.59%)

YTD Ranked 1 (Islamic) 
- CIMB Islamic Asia Pacific Equity Fund (YTD : +7.7%)
b) 4 Weeks Gain/Loss Ranking Table for Category Asia Exc Japan Funds:
Fund Name
YTD as of
14th Oct 2014
YTD as of
17th Nov 2014
4 Weeks
Gain / Loss (%)
4 Weeks Gain/
Loss Rankings
Previous
4 Weeks Gain/Loss Rankings
Public Islamic Asia Dividend Fund
-1.8
0.97
2.77
8
4
Pheim Asia Ex-Japan Islamic
2.95
6.2
3.25
6
9
Public Asia Ittikal Fund
-2.07
0.94
3.01
7
3
PB Islamic Asia Equity Fund
-0.96
3.07
4.03
4
2
Eastspring Investments Asia Pacific Equity MY Fund
2.99
7.59
4.6
1
8
PB Islamic Asia Strategic Sector Fund
-1.7
1.85
3.55
5
6
Affin Hwang Select Asia (Ex Japan) Opportunity Fund
-0.35
4.19
4.54
2
7
Eastspring Investments Asia Pacific Shariah Equity Fund
-5.3
-3.81
1.49
9
1
TA Asian Dividend Income Fund
0.12
4.64
4.52
3
N/A
CIMB Islamic Asia Pacific Equity Fund
Returning
7.7
N/A
N/A
N/A
AVERAGE 4 WEEKS GAIN/LOSS (%)
3.53
Best Performing Fund over 4 weeks period: 
  • Non Syariah : Eastspring Investments Asia Pacific Equity MY Fund (+4.60%)
  • Syariah : PB Islamic Asia Equity Fund (+4.03%)
Worst Performing Fund over 4 weeks period:
  • Non Syariah :  TA Asian Dividend Income Fund (+4.52%)
  • Syariah : Eastspring Investments Asia Pacific Shariah Equity  Fund (+1.49%)

c) Performance Comparison with the MSCI Asia Excluding Japan Index between 14 Oct 2014 to 17 Nov 2014


MSCI Asia Exc Japan Index (%) Gain/Loss : +2.39%

Comparison With:
  • Average Top 10 Unit Trust (%) Gain/Loss : +3.53% (Out performed the MSCI Index)
  • Non Syariah - Eastspring Investments Asia Pacific Equity MY Fund : +4.60% (Out performed the MSCI Index)
  • Syariah - PB Islamic Asia Equity Fund : +4.03% (Out performed the MSCI Index)


Review

Fund Category : Greater China
Top 10 Best Performing Fund for Category Greater China (Ranked According to 5 Year Annualized Return):


Top Performer based on 5 Year Performance

5 Years Annualised Ranked 1 (Non-Islamic) 
- CIMB-Principal Greater China Equity Fund (+3.44% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Dinasti Equity Fund (+3.16% per annum)

Top Performer based on Yield To Date (YTD) Performance

YTD Ranked 1 (Non-Islamic) 
- CIMB-Principal Greater China Equity Fund (YTD : +9.15%)

YTD Ranked 1 (Islamic) 
- Public China Ittikal Fund (YTD : +8.5%)


b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:

Fund Name
YTD as of
14th Oct 2014
YTD as of
17th Nov 2014
4 Weeks
Gain / Loss (%)
4 Weeks Gain/
Loss Rankings
Previous
4 Weeks Gain/Loss Rankings
CIMB-Principal Greater China Equity Fund
3.53
9.15
5.62
5
1
Eastspring Investments Dinasti Equity Fund
-3.21
2.87
6.08
3
4
Pacific Focus China Fund
0.65
5.92
5.27
7
9
Public China Ittikal Fund
3.28
8.5
5.22
8
6
PB China Pacific Equity Fund
0.23
7.15
6.92
1
7
Public China Select Fund
0.89
6.32
5.43
6
8
PB China Titans Fund
-0.29
3.95
4.24
9
10
MAAKL Greater China Fund
-3.23
2.88
6.11
2
4
AmIslamic Greater China
-2.75
1.22
3.97
10
2
Manulife Investment - China Value Fund
0.04
5.67
5.63
4
3
AVERAGE 4 WEEKS GAIN/LOSS (%)
5.45

Best Performing Fund over 4 weeks period: 
  • Non Syariah : PB China Pacific Equity Fund (+6.92%)
  • Syariah : Eastspring Investments Dinasti Equity Fund (+6.08%)
Worst Performing Fund over 4 weeks period:
  • Non Syariah :  PB China Titans Fund (+4.24%)
  • Syariah : AmIslamic Greater China Fund (+3.97%)


c) Performance Comparison with the Shanghai Stock Exchange (SSE) Index between 14 Oct 2014 to 17 Nov 2014


SSE Index (%) Gain/Loss : +3.88%

Comparison With:
  • Average Top 10 Unit Trust Equity (%) Gain/Loss : +5.45% (Out performed the SSE Index)
  • Non Syariah - PB China Pacific Equity Fund  : +6.92% (Out performed the SSE Index)
  • Syariah -  Eastspring Investments Dinasti Equity Fund : +6.08% (Out performed the SSE Index)

*******************
That's all for this review folks!

Cheers and Happy Investing!

Like to Invest in Top Performing Funds during this correction period 
at a Sales Charge of only 2%?

Then feel free to contact shanesee03@gmail.com for further questions and advice!
Posted by at No comments:
Labels:
Subscribe to: Posts (Atom)