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
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