Sunday, 19 January 2014

Top 10 Best Performing Unit Trust Funds As of 15th January 2014

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.

Note : 
  1. This is the first performance review for 2014, therefore the Yield To Date (YTD) for 2 Weeks Gain/Loss Ranking Table has been set to start from the 1st of January 2014. 

Review
Fund Category : Equity Malaysia
a) Top 10 Best Performing Fund for Category Equity Malaysia (click Image to Enlarge):




5 Years Annualised Ranked 1 (Overall) 
Phillip Master Equity Growth Fund (+26.54% per annum)

5 Years Annualised Ranked 1 (Non-Islamic) 
- Phillip Master Equity Growth Fund (+26.54% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- MAAKL-HDBS Flexi Fund (+22.69% per annum)

b) 2 Weeks Gain/Loss Ranking Table for Category Equity Malaysia Funds:

Fund Name
YTD as of
1 Jan 2014
YTD as of
15th Jan 2014
2 Weeks
Gain / Loss (%)
2 Weeks Gain/
Loss Rankings
Previous
2 Weeks Gain/Loss Rankings
Phillip Master Equity Growth Fund
0
0.12
0.12
3
-
Kenanga Growth Fund
0
0.96
0.96
1
-
CIMB-Principal Wholesale Equity Fund
0
-0.68
-0.68
6
-
MAAKL-HDBS Flexi Fund
0
-0.69
-0.69
7
-
CIMB-Principal Equity Fund
0
-2.19
-2.19
10
-
Kenanga Syariah Growth Fund
0
-0.82
-0.82
8
-
RHB-OSK Dynamic Fund
0
0.11
0.11
4
-
Hwang AIIMAN Growth
0
0.21
0.21
2
-
CIMB-Principal Equity Fund 2
0
-1.87
-1.87
9
-
Public Islamic Opportunities Fund
0
-0.15
-0.15
5
-
AVERAGE 4 WEEKS GAIN/LOSS (%)
-0.50
Best Performing Fund over 2 weeks period: 
Non Syariah : Kenanga Growth Fund (+0.96%)
Syariah : Hwang AIIMAN Growth (+0.21%)

Worst Performing Fund 2 weeks period:
Non Syariah : CIMB-Principal Equity Fund (-2.19%)
Syariah : Kenanga Syariah Growth Fund (-0.82%)

c) Performance Comparison with the KLSE Index between 1 Jan 2014 to 15 Jan 2014


KLSE Index (%) Gain/Loss : -1.56%

Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss : -0.50% (Out performed the KLSE Index)
Non Syariah - Kenanga Growth Fund : +0.96% (Out performed the KLSE Index)
Syariah - Hwang AIIMAN Growth : +0.21% (Out performed the KLSE Index)


Review
Fund Category : Asia excluding Japan
a) Top 10 Best Performing Fund for Category Asia Exc Japan (click Image to Enlarge):


5 Years Annualised Ranked 1 (Overall) 
- Public Islamic Asia Dividend Fund (+14.00% per annum)

5 Years Annualised Ranked 1 (Non Islamic)
 - Pheim Asia Ex-Japan Fund (+10.95% per annum)

5 Years Annualised Ranked 1 (Islamic) 
- Public Islamic Asia Dividend Fund (+14.00% per annum)

b) 2 Weeks Gain/Loss Ranking Table for Category Asia Exc Japan Funds:

Fund Name
YTD as of
1 Jan 2014
YTD as of
15th Jan 2014
2 Weeks
Gain / Loss (%)
2 Weeks Gain/
Loss Rankings
Previous
2 Weeks Gain/Loss Rankings
Public Islamic Asia Dividend Fund
0
-2.33
-2.33
6
-
Pheim Asia Ex-Japan Islamic
0
0.65
0.65
1
-
Public Asia Ittikal Fund
0
-2.5
-2.5
9
-
PB Islamic Asia Equity Fund
0
-2.27
-2.27
4
-
Eastspring Investments Asia Pacific Shariah Equity Fund
0
-2.6
-2.6
10
-
Pheim Asia Ex-Japan
0
-1.35
-1.35
2
-
Eastspring Investments Asia Pacific Equity MY Fund
0
-2.3
-2.3
5
-
PB Islamic Asia Strategic Sector Fund
0
-2.43
-2.43
8
-
Public Regional Sector Fund
0
-1.89
-1.89
3
-
CIMB Islamic Asia Pacific Equity Fund
0
-2.41
-2.41
7
-
AVERAGE 4 WEEKS GAIN/LOSS (%)
-1.94

Best Performing Fund over 2 weeks period: 
Non Syariah : Pheim Asia Ex-Japan (-1.35%)
Syariah : Pheim Asia Ex-Japan Islamic (+0.65%)

Worst Performing Fund over 2 weeks period:
Non Syariah :  Eastspring Investments Asia Pacific Shariah Equity  Fund (-2.6%)
Syariah : Eastspring Investments Asia Pacific Equity MY Fund (-2.3%)

Performance Comparison with the MSCI Asia Excluding Japan Index between 1 Jan 2014 to 15 Jan 2014


MSCI Asia Exc Japan Index (%) Gain/Loss : -2.20%

Comparison With:
Average Top 10 Unit Trust (%) Gain.Loss : -1.94% (Out performed the MSCI Index)
Non Syariah - Pheim Asia Ex-Japan : -1.35% (Out performed the MSCI Index)
Syariah - Pheim Asia Ex-Japan Islamic : +0.65% (Out performed the MSCI Index)


Review
Fund Category : Greater China
Top 10 Best Performing Fund for Category Greater China (click Image to Enlarge):


5 Years Annualised Ranked 1 (Overall) 
CIMB Principal Greater China Equity Fund (+12.52% per annum)

5 Years Annualised Ranked 1 (Non Islamic)
CIMB Principal Greater China Equity Fund (+12.52% per annum)

5 Years Annualised Ranked 1 (Islamic) 
- Public China Ittikal Fund (+6.98% per annum)

2 Weeks Gain/Loss Ranking Table for Category Greater China Funds:

Fund Name
YTD as of
1 Jan 2014
YTD as of
15th Jan 2014
2 Weeks
Gain / Loss (%)
2 Weeks Gain/
Loss Rankings
Previous
2 Weeks Gain/Loss Rankings
CIMB-Principal Greater China Equity Fund
0
0.2
0.2
1
-
PB China Pacific Equity Fund
0
-2.44
-2.44
9
-
PB China Titans Fund
0
-1.68
-1.68
5
-
Public China Ittikal Fund
0
-2.14
-2.14
6
-
Public China Select Fund
0
-2.27
-2.27
7
-
MAAKL Greater China Fund
0
-1.02
-1.02
2
-
AmIslamic Greater China
0
-3.06
-3.06
10
-
Eastspring Investments Dinasti Equity Fund
0
-2.42
-2.42
8
-
Manulife Investment - China Value Fund
0
-1.39
-1.39
3
-
Pacific ELITE China Growth Fund
0
-1.5
-1.5
4
-
AVERAGE 4 WEEKS GAIN/LOSS (%)
-1.77

Best Performing Fund over 2 weeks period: 
Non Syariah : CIMB-Principal Greater China Equity (+0.20%)
Syariah : Public China Ittikal Fund (-2.14%)

Worst Performing Fund over 2 weeks period:
Non Syariah :  PB China Pacific Equity Fund (-2.44%)
Syariah : AmIslamic Greater China (-3.06%)

Performance Comparison with the Shanghai Stock Exchange (SSE) Index between 1 Jan 2014 to 15 Jan 2014


SSE Index (%) Gain/Loss : -4.08%

Comparison With:
Average Top 10 Unit Trust Equity (%) Gain.Loss : -1.77% (Out performed the SSE Index)
Non Syariah - CIMB-Principal Greater China Equity : +0.20% (Out performed the SSE Index)
Syariah - Public China Ittikal Fund : -2.14% (Out performed the SSE Index)

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


Cheers and Happy Investing!

Having difficulty understanding this review? Or perhaps you would like to start investing in Top Performing Funds such as Phillip Master Equity or CIMB-Principal Greater China? 

Then feel free to contact me at shanesee03@gmail.com for a proper advisory and recommendation.

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