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!
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