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 (+26.42% per annum)
5 Years Annualised Ranked 1 (Non-Islamic)
- Phillip Master Equity Growth Fund (+26.42% per annum)
5 Years Annualised Ranked 1 (Islamic Equity)
- MAAKL-HDBS Flexi Fund (+22.49% per annum)
b) 2 Weeks Gain/Loss Ranking Table for Category Equity Malaysia Funds:
|
Fund Name
|
YTD as of
15th Jan 2014 |
YTD as of
13th Feb 2014 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
Previous
2 Weeks Gain/Loss Rankings |
|
Phillip Master Equity
Growth Fund
|
0.12
|
-0.28
|
-0.4
|
8
|
3
|
|
Kenanga Growth Fund
|
0.96
|
1.96
|
1
|
3
|
1
|
|
CIMB-Principal Wholesale
Equity Fund
|
-0.68
|
-0.66
|
0.02
|
7
|
6
|
|
MAAKL-HDBS Flexi Fund
|
-0.69
|
-0.28
|
0.41
|
5
|
7
|
|
CIMB-Principal Equity
Fund
|
-2.19
|
-1.57
|
0.62
|
4
|
10
|
|
Kenanga Syariah Growth
Fund
|
-0.82
|
0.55
|
1.37
|
2
|
8
|
|
Hwang AIIMAN Growth
|
0.21
|
0.23
|
0.02
|
7
|
2
|
|
CIMB-Principal Equity
Fund 2
|
-1.87
|
-0.22
|
1.65
|
1
|
9
|
|
RHB-OSK Dynamic Fund
|
0.11
|
-1.1
|
-1.21
|
9
|
4
|
|
Public Islamic
Opportunities Fund
|
-0.15
|
-0.1
|
0.05
|
6
|
5
|
|
AVERAGE 4 WEEKS GAIN/LOSS (%)
|
0.35
|
||||
Best Performing Fund over 2 weeks period:
Non Syariah : CIMB-Principal Equity Fund 2 (+1.65%)
Syariah : Kenanga Syariah Growth Fund (+1.37%)
Worst Performing Fund 2 weeks period:
Non Syariah : RHB-OSK Dynamic Fund (-1.21%)
Syariah : Hwang AIIMAN Growth Fund (+0.02%)
c) Performance Comparison with the KLSE Index between 15 Jan 2014 to 13 Feb 2014
KLSE Index (%) Gain/Loss : -0.38%
Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss : +0.35% (Out performed the KLSE Index)
Non Syariah - CIMB-Principal Equity Fund : +1.65% (Out performed the KLSE Index)
Syariah - Kenanga Syariah Growth Fund : +1.37% (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):
a) Top 10 Best Performing Fund for Category Asia Exc Japan (click Image to Enlarge):
5 Years Annualised Ranked 1 (Overall)
- Pheim Asia Ex-Japan Islamic Fund (+13.62% per annum)
5 Years Annualised Ranked 1 (Non Islamic)
- Pheim Asia Ex-Japan Fund (+10.81% per annum)
5 Years Annualised Ranked 1 (Islamic)
- Pheim Asia Ex-Japan Islamic Fund (+13.62% per annum)
b) 2 Weeks Gain/Loss Ranking Table for Category Asia Exc Japan Funds:
|
Fund Name
|
YTD as of
15th Jan 2014 |
YTD as of
13th Feb 2014 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
Previous
2 Weeks Gain/Loss Rankings |
|
Pheim Asia Ex-Japan
Islamic
|
0.65
|
0.94
|
0.29
|
4
|
1
|
|
Public Islamic Asia
Dividend Fund
|
-2.33
|
-2.12
|
0.21
|
5
|
6
|
|
Public Asia Ittikal Fund
|
-2.5
|
-2.29
|
0.21
|
5
|
9
|
|
PB Islamic Asia Equity
Fund
|
-2.27
|
-1.51
|
0.76
|
1
|
4
|
|
Pheim Asia Ex-Japan
|
-1.35
|
-0.74
|
0.61
|
2
|
2
|
|
Eastspring Investments
Asia Pacific Shariah Equity Fund
|
-2.6
|
-2.49
|
0.11
|
6
|
10
|
|
Eastspring Investments
Asia Pacific Equity MY Fund
|
-2.3
|
-3.27
|
-0.97
|
9
|
5
|
|
PB Islamic Asia Strategic Sector Fund
|
-2.43
|
-1.9
|
0.53
|
3
|
8
|
|
CIMB Islamic Asia Pacific Equity Fund
|
-2.41
|
-2.45
|
-0.04
|
7
|
7
|
|
Public Regional Sector
Fund
|
-1.89
|
-2.45
|
-0.56
|
8
|
3
|
|
AVERAGE 4 WEEKS GAIN/LOSS (%)
|
0.12
|
||||
Best Performing Fund over 2 weeks period:
Non Syariah : Pheim Asia Ex-Japan Fund (+0.61%)
Syariah : PB Islamic Asia Equity Fund (+0.76%)
Worst Performing Fund over 2 weeks period:
Non Syariah : Eastspring Investments Asia Pacific Equity MY Fund (-0.97%)
Syariah : CIMB Islamic Asia Pacific Equity Fund (-0.04%)
Performance Comparison with the MSCI Asia Excluding Japan Index between 15 Jan 2014 to 13 Feb 2014
MSCI Asia Exc Japan Index (%) Gain/Loss : -2.43%
Comparison With:
Average Top 10 Unit Trust (%) Gain.Loss : +0.12% (Out performed the MSCI Index)
Non Syariah - Pheim Asia Ex-Japan Fund : +0.61% (Out performed the MSCI Index)
Syariah - PB Islamic Asia Equity Fund : +0.76% (Out performed the MSCI Index)
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):
5 Years Annualised Ranked 1 (Overall)
- CIMB Principal Greater China Equity Fund (+11.41% per annum)
5 Years Annualised Ranked 1 (Non Islamic)
- CIMB Principal Greater China Equity Fund (+11.41% per annum)
5 Years Annualised Ranked 1 (Islamic)
- Public China Ittikal Fund (+6.24% per annum)
2 Weeks Gain/Loss Ranking Table for Category Greater China Funds:
|
Fund Name
|
YTD as of
15th Jan 2014 |
YTD as of
13th Feb 2014 |
2 Weeks
Gain / Loss (%) |
2 Weeks Gain/
Loss Rankings |
Previous
2 Weeks Gain/Loss Rankings |
|
CIMB-Principal Greater
China Equity Fund
|
0.2
|
-0.3
|
-0.5
|
4
|
1
|
|
PB China Pacific Equity
Fund
|
-2.44
|
-3.52
|
-1.08
|
9
|
9
|
|
Public China Ittikal Fund
|
-2.14
|
-1.89
|
0.25
|
1
|
6
|
|
PB China Titans Fund
|
-1.68
|
-3.49
|
-1.81
|
8
|
5
|
|
Public China Select Fund
|
-2.27
|
-3.6
|
-1.33
|
8
|
7
|
|
MAAKL Greater China Fund
|
-1.02
|
-0.98
|
0.04
|
2
|
2
|
|
AmIslamic Greater China
|
-3.06
|
-3.72
|
-0.66
|
5
|
10
|
|
Eastspring Investments
Dinasti Equity Fund
|
-2.42
|
-2.77
|
-0.35
|
3
|
8
|
|
Manulife Investment -
China Value Fund
|
-1.39
|
-2.15
|
-0.76
|
6
|
3
|
|
Pacific ELITE China
Growth Fund
|
-1.5
|
-2.35
|
-0.85
|
7
|
4
|
|
AVERAGE 4 WEEKS GAIN/LOSS (%)
|
-0.71
|
||||
Best Performing Fund over 2 weeks period:
Non Syariah : MAAKL Greater China Fund (+0.04%)
Syariah : Public China Ittikal Fund (+0.25%)
Worst Performing Fund over 2 weeks period:
Non Syariah : PB China Pacific Equity Fund (-1.08%)
Syariah : AmIslamic Greater China (-0.66%)
Performance Comparison with the Shanghai Stock Exchange (SSE) Index between 15 Jan 2014 to 13 Feb 2014
SSE Index (%) Gain/Loss : +3.71%
Comparison With:
Average Top 10 Unit Trust Equity (%) Gain.Loss : -0.71% (Under performed the SSE Index)
Non Syariah - MAAKL Greater China Fund : +0.04% (Under performed the SSE Index)
Syariah - Public China Ittikal Fund : +0.25% (Under 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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