Thursday, 27 March 2014

Lipper Fund Award 2014 - Finding Out The Consistent Winners!

The 2014 Annual Lipper's Award which recognizes the best performing funds as well as fund houses was announced on the 18th of February 2014. Yes yes...I am aware that the news should be stale by now.....especially in terms of the results.

However I believe some of the historical data I am offering in this post with regards to the Lipper's Fund Award might help you to seek out funds that have been consistently proving themselves to be true Winners, year after year!

For the 2014 Lipper's Award, a total of 43 individual awards were given out, making it the highest in the history of this event. Public Mutual was once again the biggest winner for 2014 garnering 10 awards, followed by CIMB with 8 awards. Hwang, MAAKL and RHB Asset Management managed to obtain 4 individual awards each. Meanwhile Eastspring, Kenanga and Apex Investments Services each had 3 awards. 

The breakdown of awards won according to fund houses are as shown below:
Fund House
No. Awards
2013
No. Awards
2014
Public Mutual
14
10
CIMB
1
8
Hwang
6
4
MAAKL
2
4
RHB Asset Management
0
4
Eastspring
5
3
Kenanga
3
3
Apex Investment Services
1
3
Pacific Mutual
2
1
Amanah Mutual
1
1
Am Investment
1
1
ASM Investment Services
0
1
Saham Sabah
2
0
Inter-Pacific Asset Maagement
1
0
Pheim
1
0
Total
40
43

To me, the number of awards won by a fund house does not really matter when it comes to deciding which fund house to invest in. 

What matter's most about Lipper Fund Award winners is to determine what are the funds that have consistently remain as winner year after year after year!

Now if you take a look at the table below, I've listed out the winners of the Lipper's Award from 2012 till 2014. 

In addition, if a fund has won the same category for 2 years in a row, the fund would be highlighted YELLOW. If a fund has won the same category for 3 years in row! then the fund would be highlighted GREEN.

Category : GROUP (by Fund House)
Classification
2012 Winners
2013 Winners
2014 Winners
Bond
Am Investment
Am Investment
Amanah Mutual Berhad
Equity
Pacific Mutual
Hwang
Eastspring Investments Berhad
Mixed Assets
MAAKL
CIMB
AmInvest
Overall
CIMB
Am Investment
Amanah Mutual Berhad
Category : 3 YEAR (by Fund)
Bond Malaysian Ringgit
AmDynamic Bond
AMB Income Trust
AMB Income Trust
Bond Malaysian Ringgit (Islamic)
PB Islamic Bond
PB Islamic Bond
RHB-OSK Islamic Bond
Equity ASEAN
-
PB Asean Dividend
PB ASEAN Dividend
Equity Asia Pacific
Public Asia Ittikal
Public Asia Ittikal
Public Asia Ittikal
Equity Asia Pacific Ex Japan
CIMB Islamic Equity
Public Islamic Asia Dividend
CIMB-Principal Equity Income
Equity Asia Pacific Ex Japan (Islamic)
CIMB Islamic Equity
Public Islamic Asia Dividend
CIMB Islamic Equity
Equity Global
Pacific Dana Dividen
Pacific Global Stars
CIMB-Principal Global Titans
Equity Greater China
-
Eastspring Investment Dinasti Equity
Eastspring Investments Dinasti Equity
Equity Malaysia (Islamic)
Kenanga Syariah Growth
Eastspring Investment Dana Ilham
ASM Syariah Aggressive
Equity Malaysia
CIMB Principal Equity
Kenanga Growth
Kenanga Growth
Equity Malaysia Diversified
-
Saham Amanah Sabah
RHB-OSK Emerging Opportunity
Equity Malaysia Small & Mid Caps
Public Focus Select
Public Focus Select
CIMB-Principal Small Cap
Mixed Asset MYR Bal - Global
PB Asia Real Estate Income
PB Asia Real Estate Income
PB Asia Real Estate Income
Mixed Asset MYR Bal - Malaysia (Islamic)
CIMB Islamic Balanced Growth
CIMB Islamic Balanced Growth
Apex Dana Al-Faiz-I
Mixed Asset MYR Bal - Malaysia
Hwang Select Balanced
Hwang Select Balanced
RHB-OSK Smart Balanced
Mixed Asset MYR Conservative
Hwang Select Income
Hwang Select Income
RHB-OSK Smart Income
Mixed Asset MYR Flexible
MAAKL-HDBS Flexi
MAAKL-HW Flexi
MAAKL-HW Flexi
Mixed Asset MYR Flexible (Islamic)
-
Eastspring Investment Dana Dinamik
MAAKL-CM Shariah Flexi
Category : 5 YEAR (by Fund)
Bond Malaysian Ringgit
AmDynamic Bond
AmDynamic Bond
PB Islamic Bond
Bond Malaysian Ringgit (Islamic)
PB Islamic Bond
PB Islamic Bond
PB Islamic Bond
Equity Asia Pacific
-
Public Asia Ittikal
Public Asia Ittikal
Equity Asia Pacific Ex Japan
Pheim Asia Ex-Japan Islamic
Public Islamic Asia Dividend
CIMB-Principal Equity Income
Equity Asia Pacific Ex Japan (Islamic)
-
-
CIMB Islamic Equity
Equity Global
Pacific Focus 18
Pacific Global Stars
Public Global Select
Equity Malaysia (Islamic)
Kenanga Syariah Growth
Hwang AIIMAN Growth
Eastspring Investments Dana al-Ilham
Equity Malaysia
AMB Value Trust
Kenanga Growth
Kenanga Growth
Equity Malaysia Diversified
-
Saham Amanah Sabah
Hwang Select Opportunity
Equity Malaysia Small & Mid Caps
Public Small Cap
Public Focus Select
Eastspring Investments Small-cap
Mixed Asset MYR Bal - Global
-
PB Asia Real Estate Income
PB Asia Real Estate Income
Mixed Asset MYR Bal - Malaysia (Islamic)
Apex Dana Al-Faiz-I
Apex Dana Al-Faiz-I
Apex Dana Al-Faiz-I
Mixed Asset MYR Bal - Malaysia
Apex Dana Al-Faiz-I
Hwang Select Balanced
Hwang Select Balanced
Mixed Asset MYR Conservative
Hwang Select Income
Hwang Select Income
Hwang Select Income
Mixed Asset MYR Flexible (Islamic)
-
InterPac Dana Safi
MAAKL-CM Shariah Flexi
Mixed Asset MYR Flexible
PRUdana dinamik
MAAKL-HW Flexi
MAAKL-HW Flexi
Category : 10 YEAR (by Fund)
Bond Malaysian Ringgit
Public Islamic Bond
Public Islamic Bond
AmDynamic Bond
Bond Malaysian Ringgit (Islamic)
-
-
Public Islamic Bond
Equity Malaysia
CIMB-Principal Equity
Kenanga Growth
CIMB-Principal Equity
Equity Malaysia (Islamic)
Pacific Dana Aman
Eastspring Investment Dana al-Ilham
CIMB Islamic DALI Equity Growth
Equity Malaysia Diversified
-
Hwang Select Opportunity
Kenanga Syariah Growth
Equity Malaysia Small & Mid Caps
Public Small Cap
Public Small Cap
Public SmallCap
Mixed Asset MYR Bal - Malaysia
OSK-UOB Kid Save
Eastspring Investments Balanced
Hwang Select Balanced
Mixed Asset MYR Bal - Malaysia (Islamic)
CIMB Islamic Balanced
Dana Makmur Pheim
Apex Dana Al-Faiz-I
Mixed Asset MYR Conservative
-
-
Pacific Income

By highlighting repeat winners, I hope the data above might proof useful especially if you're facing a choice to select from two different funds of the same category!

Cheers and Happy Investing!

P.s : If you like to invest into the award winning funds at low service charges, feel free to contact me at shanesee03@gmail.com

P.p.s : I've not been updating IME for the past few months largely due to my wedding as well as moving into my new home. Hopefully once everything is over and done with, I hope to get back to bringing you guys....and gals regular and timely articles about investing once again! Cheers everyone and have a great one!