Results of Morningstar Malaysia Awards 2015 (2015 Unit Trust Fund Winners Selected By Morningstar)

Despite not being as glamorous and well known as compared to Lipper Fund Award, the annual Morningstar Malaysia Awards 2015 is the only other coveted award that Fund Houses hope to achieve/win.

Result of the Morningstar Malaysia Awards 2015:
There are only 7 Categories from this award. A small number if you compare with the 51 Awards offered by Lippers.

Anyways, the winners for each category are shown below:

These funds won at the Lipper Fund Award 2015 as well?
Take a look at the table below:

Category	Morningstar Winner	Lippers Winner
Asia-Pacific Equity Fund	CIMB-Principal Asia Pacific Dynamic Income	CIMB-Principal Asia Pacific Dynamic Income
Islamic Malaysia Equity Fund	Public Islamic Opportunities	Eastspring Investment Dana al-Ilham
Malaysia Equity Fund	AMB Dividend Trust	Eastspring Investments MY Focus (3 Yr) Kenanga Growth  (5 Yr & 10 Yr)
Islamic MYR Bond Fund	Libra ASnitaBond	RHB-OSK Islamic Bond
MYR Bond Fund	Libra BondExtra	AMB Income Trust  (3 Yr & 5 Yr)
Islamic MYR Allocation Fund	AMB Dana Ikhlas	Dana Makmur Pheim (3 Y & 5 Yr) AmIslamic Balanced (10 Yr)
MYR Allocation Fund	Affin Hwang Select Income	Affin Hwang Select Income (5 Yr) RHB-OSK Smart Income  (3 Yr & 10 Yr)

From the above, two funds are winners at both the Morningstar and Lippers Award.

How did these fund winners perform?

Category	Morningstar Winner	YTD	1 Year	3 Yr Anul	5 Yr Anul
Asia-Pacific Equity Fund	CIMB-Principal Asia Pacific Dynamic Income	7.42%	24.44%	22.05%	-
Islamic Malaysia Equity Fund	Public Islamic Opportunities	6.15%	8.23%	14.49%	12.19%
Malaysia Equity Fund	AMB Dividend Trust	4.76%	12.39%	13.52%	14.41%
Islamic MYR Bond Fund	Libra ASnitaBond	-8.37%	-4.21%	4.41%	5.04%
MYR Bond Fund	Libra BondExtra	1.63%	7.47%	4.25%	4.81%
Islamic MYR Allocation Fund	AMB Dana Ikhlas	1.92%	1.54%	6.75%	7.78%
MYR Allocation Fund	Affin Hwang Select Income	3.97%	9.92%	7.96%	8.47%

Fund such as CIMB Principal Asia Pacific Dynamic Income and Affin Hwang Select Income are also winners at the the Lippers Awards. Both these funds are justified winners based on the excellent returns vs their risk category.

As for the other winning funds from the Morningstar Award, the same can't be said as I believe their rival winning funds over at Lippers Award performed better.

Would you like to find out how the rival winning funds from Lippers Award performed? Feel free to email me at shanesee03@gmail.com.

Cheers and Happy Investing!

p/s : You can now invest in CIMB Principal Asia Pacific Dynamic Income and Affin Hwang Select Income for as low as 2% Service Charge. How do you do it? Just ask me via the same email above.

Lipper Fund Award 2015 - Start Investing In Consistent Winners

Now that the results are out, the next one year will see the big winners making full use their triumph to promote and attract investors into investing in their funds. In addition, the tides have certainly turn this year as lesser known fund houses such as RHB Asset Management and Eastspring Investments Berhad emerged as big winners, triumphing over famous fund houses such as Public Mutual and CIMB.

For this year's Lipper Fund Award 2015, a total of 51 individual awards were given out as compared to 43 last year. The biggest winner was RHB Asset Management with 12 awards followed closely by Eastspring Investments Berhad with 10 awards. 

The breakdown of awards won according to fund houses are as shown below. Plus, I've also taken the liberty to include records of past awards won by fund houses in 2013 and 2014 for your reference and comparison.

Fund House	No. Awards 2013	No. Awards 2014	No. Awards 2015
RHB Asset Management	0	4	12
Eastspring	5	3	10
CIMB	1	8	6
Public Mutual	14	10	5
Amanah Mutual	1	1	4
Pheim	1	0	4
MAAKL (Manulife)	2	4	3
Kenanga	3	3	2
Pacific Mutual	2	1	2
Am Investment	1	1	2
Affin-Hwang	6	4	1
Apex Investment Services	1	3	0
ASM Investment Services	0	1	0
Saham Sabah	2	0	0
Inter-Pacific Asset Maagement	1	0	0
Total	40	43	51

Never the less when it comes to deciding which fund to invest in, it is not determined by the number of awards won by a fund house. 

Instead what matters more is to determine the funds that have consistently remain as award winner year after year after year!

The good news is, Invest Made Easy have kept records of winners of each individual awards from 2012 till 2015. From there we are able to track funds that have consistently won their respective category consistently.

Shown below is the historical record of winning funds according to their categories from 2012 to 2015. The ones that are highlighted in GREEN indicate that a fund has won that categories twice or more in a row. Meanwhile highlighted in ORANGE are new categories introduced this year.

The table is rather long so if you don't intend to analyze, you may skip and go directly to the summary portion (after this table) where I have summarize funds that have won twice or more consecutively.

Category : GROUP (by Fund House)
Classification	2012 Winners	2013 Winners	2014 Winners	2015 Winners
Bond	Am Investment	Am Investment	Amanah Mutual Berhad	Amanah Mutual Berhad
Equity	Pacific Mutual	Hwang	Eastspring Investments Berhad	Eastspring Investments Berhad
Mixed Assets	MAAKL	CIMB	AmInvest	AmInvestment
Overall	CIMB	Am Investment	Amanah Mutual Berhad	Amanah Mutual Berhad
Category : 3 YEAR (by Fund)
Bond Malaysian Ringgit	AmDynamic Bond	AMB Income Trust	AMB Income Trust	AMB Income Trust
Bond Malaysian Ringgit (Islamic)	PB Islamic Bond	PB Islamic Bond	RHB-OSK Islamic Bond	RHB-OSK Islamic Bond
Equity ASEAN	-	PB Asean Dividend	PB ASEAN Dividend	PB ASEAN Dividend
Equity Asia Pacific	Public Asia Ittikal	Public Asia Ittikal	Public Asia Ittikal	PB China Pacific Equity
Equity Asia Pacific Ex Japan	CIMB Islamic Equity	Public Islamic Asia Dividend	CIMB-Principal Equity Income	CIMB-Principal Asia Pacific Dynamic Income
Equity Asia Pacific Ex Japan (Islamic)	CIMB Islamic Equity	Public Islamic Asia Dividend	CIMB Islamic Equity	CIMB Islamic Equity
Equity Global	Pacific Dana Dividen	Pacific Global Stars	CIMB-Principal Global Titans	CIMB-Principal Global Titans
Equity Greater China	-	Eastspring Investment Dinasti Equity	Eastspring Investments Dinasti Equity	Pacific Focus China
Equity Malaysia (Islamic)	Kenanga Syariah Growth	Eastspring Investment Dana Ilham	ASM Syariah Aggressive	Eastspring Investment Dana Ilham
Equity Malaysia	CIMB Principal Equity	Kenanga Growth	Kenanga Growth	Eastspring Investments MY Focus
Equity Malaysia Diversified	-	Saham Amanah Sabah	RHB-OSK Emerging Opportunity	RHB-OSK Emerging Opportunity
Equity Malaysia Income	-	-	-	AMB Ethical Trust
Equity Malaysia Income (Islamic)	-	-	-	Manulife Investment Al-Fauzan
Equity Malaysia Small & Mid Caps	Public Focus Select	Public Focus Select	CIMB-Principal Small Cap	Eastspring Investments Small-cap
Equity Malaysia Small & Mid Caps (Islamic)	-	-	-	Manulife Investment Shariah Progress
Mixed Asset MYR Bal - Global	PB Asia Real Estate Income	PB Asia Real Estate Income	PB Asia Real Estate Income	Pheim Emerging Companies Balanced
Mixed Asset MYR Bal - Malaysia (Islamic)	CIMB Islamic Balanced Growth	CIMB Islamic Balanced Growth	Apex Dana Al-Faiz-I	Dana Makmur Pheim
Mixed Asset MYR Bal - Malaysia	Hwang Select Balanced	Hwang Select Balanced	RHB-OSK Smart Balanced	RHB-OSK Smart Balanced
Mixed Asset MYR Conservative	Hwang Select Income	Hwang Select Income	RHB-OSK Smart Income	RHB-OSK Smart Income
Mixed Asset MYR Flexible	MAAKL-HDBS Flexi	MAAKL-HW Flexi	MAAKL-HW Flexi	RHB-OSK Growth and Income Focus
Mixed Asset MYR Flexible (Islamic)	-	Eastspring Investment Dana Dinamik	MAAKL-CM Shariah Flexi	Eastspring Investment Dana Dinamik
Category : 5 YEAR (by Fund)
Bond Malaysian Ringgit	AmDynamic Bond	AmDynamic Bond	PB Islamic Bond	AMB Income Trust
Bond Malaysian Ringgit (Islamic)	PB Islamic Bond	PB Islamic Bond	PB Islamic Bond	RHB-OSK Islamic Bond
Equity ASEAN	-	-	-	PB ASEAN Dividend
Equity Asia Pacific	-	Public Asia Ittikal	Public Asia Ittikal	Public Far-East Telco & Infrastructure
Equity Asia Pacific Ex Japan	Pheim Asia Ex-Japan Islamic	Public Islamic Asia Dividend	CIMB-Principal Equity Income	CIMB-Principal Equity Income
Equity Asia Pacific Ex Japan (Islamic)	-	-	CIMB Islamic Equity	CIMB Islamic Equity
Equity Global	Pacific Focus 18	Pacific Global Stars	Public Global Select	CIMB-Principal Global Titans
Equity Greater China	-	-	-	Pacific Focus China
Equity Malaysia (Islamic)	Kenanga Syariah Growth	Hwang AIIMAN Growth	Eastspring Investments Dana al-Ilham	Eastspring Investments Dana al-Ilham
Equity Malaysia	AMB Value Trust	Kenanga Growth	Kenanga Growth	Kenanga Growth
Equity Malaysia Diversified	-	Saham Amanah Sabah	Hwang Select Opportunity	RHB-OSK Emerging Opportunity
Equity Malaysia Income	-	-	-	Eastspring Investments Equity Income
Equity Malaysia Small & Mid Caps	Public Small Cap	Public Focus Select	Eastspring Investments Small-cap	Eastspring Investments Small-cap
Mixed Asset MYR Bal - Global	-	PB Asia Real Estate Income	PB Asia Real Estate Income	Pheim Emerging Companies Balanced
Mixed Asset MYR Bal - Malaysia (Islamic)	Apex Dana Al-Faiz-I	Apex Dana Al-Faiz-I	Apex Dana Al-Faiz-I	Dana Makmur Pheim
Mixed Asset MYR Bal - Malaysia	Apex Dana Al-Faiz-I	Hwang Select Balanced	Hwang Select Balanced	RHB-OSK Smart Balanced
Mixed Asset MYR Conservative	Hwang Select Income	Hwang Select Income	Hwang Select Income	Affin Hwang Select Income
Mixed Asset MYR Flexible (Islamic)	-	InterPac Dana Safi	MAAKL-CM Shariah Flexi	Eastspring Investments Dana Dinamik
Mixed Asset MYR Flexible	PRUdana dinamik	MAAKL-HW Flexi	MAAKL-HW Flexi	Manulife Investment-HW Flexi
Category : 10 YEAR (by Fund)
Bond Malaysian Ringgit	Public Islamic Bond	Public Islamic Bond	AmDynamic Bond	AmDynamic Bond
Bond Malaysian Ringgit (Islamic)	-	-	Public Islamic Bond	RHB-OSK Islamic Bond
Equity Malaysia	CIMB-Principal Equity	Kenanga Growth	CIMB-Principal Equity	Kenanga Growth
Equity Malaysia (Islamic)	Pacific Dana Aman	Eastspring Investment Dana al-Ilham	CIMB Islamic DALI Equity Growth	Eastspring Investment Dana al-Ilham
Equity Malaysia Diversified	-	Hwang Select Opportunity	Kenanga Syariah Growth	RHB-OSK Equity
Equity Malaysia Income	-	-	-	AMB Ethical Trust
Equity Malaysia Small & Mid Caps	Public Small Cap	Public Small Cap	Public SmallCap	Public SmallCap
Mixed Asset MYR Bal - Malaysia	OSK-UOB Kid Save	Eastspring Investments Balanced	Hwang Select Balanced	RHB-OSK Smart Balanced
Mixed Asset MYR Bal - Malaysia (Islamic)	CIMB Islamic Balanced	Dana Makmur Pheim	Apex Dana Al-Faiz-I	AmIslamic Balanced
Mixed Asset MYR Conservative	-	-	Pacific Income	RHB-OSK Smart Income
Mixed Asset MYR Flexible	-	-	-	Eastspring Investments Dana Dinamik

SUMMARY OF CONSECUTIVE WINNERS

Winner for 4 Consecutive Years

Category	Classification	Fund Name
5 Year	Mixed Asset MYR Conservative	Affin Hwang Select Income
10 Year	Equity Malaysia Small & Mid Caps	Public SmallCap

Winner for 3 Consecutive Years

Category	Classification	Fund Name
3 Year	Bond Malaysian Ringgit	AMB Income Trust
	Equity ASEAN	PB ASEAN Dividend
5 Year	Equity Malaysia	Kenanga Growth
	Mixed Asset MYR Flexible	Manulife Investment-HW Flexi

Winner for 2 Consecutive Years

Category	Classification	Fund Name
3 Year	Bond Malaysian Ringgit (Islamic)	RHB-OSK Islamic Bond
	Equity Asia Pacific Ex Japan (Islamic)	CIMB Islamic Equity
	Equity Global	CIMB-Principal Global Titans
	Equity Malaysia Diversified	RHB-OSK Emerging Opportunity
	Mixed Asset MYR Bal - Malaysia	RHB-OSK Smart Balanced
	Mixed Asset MYR Conservative	RHB-OSK Smart Income
5 Year	Equity Asia Pacific Ex Japan	CIMB-Principal Equity Income
	Equity Asia Pacific Ex Japan (Islamic)	CIMB Islamic Equity
	Equity Malaysia (Islamic)	Eastspring Investments Dana al-Ilham
	Equity Malaysia Small & Mid Caps	Eastspring Investments Small-cap
10 Year	Bond Malaysian Ringgit	AmDynamic Bond

By highlighting the consecutive winners above, I hope that it will be useful especially if you're facing a dilemma to select between two different funds of the same category!

Cheers and Happy Investing!

P.s : If you don't understand what I've just written, feel free to contact me for clarification at shanesee03@gmail.com