Saturday 4 July 2015

Top 10 Performing Asia excluding Japan Unit Trust Funds as of 1st July 2015

Fund Review : Category Asia excluding Japan
The best performing Asia excluding Japan funds are compared according to these 4 criteria:
a. Ranking according to 5 Year Annualized returns
b. 4 weeks fund Gain/Loss ranking
c. Comparison against the MSCI Asia excluding Japan Index
d. Ranking according to Year to Date (YTD) returns

a) Top 10 funds ranked according to 5 Year Annualized Returns


Top 10 Unit Trust Funds Asia Excluding Japan (ranked by annualized returns)

5 Years Annualised Ranked 1 (Non-Islamic) 
TA Asian Dividend Income Fund (+8.30% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Asia Pacific Shariah Equity Fund (+9.73% per annum)

b) 4 Weeks Funds Gain/Loss Table


Fund Name
YTD as of
28th May 2015
YTD as of
1st July 2015
4 Weeks
Gain / Loss (%)
4 Weeks Gain/
Loss Rankings
Previous
4 Weeks Gain/Loss Rankings
Eastspring Investments Asia Pacific Shariah Equity Fund
14.2
32.46
18.26
1
N/A
Public Islamic Asia Dividend Fund
7.95
8.31
0.36
5
9
Public Asia Ittikal Fund
10.02
11.44
1.42
2
8
TA Asian Dividend Income Fund
10.9
9.45
-1.45
6
1
PB Islamic Asia Equity Fund
9.12
10.13
1.01
4
7
Eastspring Investments Asia Pacific Equity MY Fund
9.97
6.8
-3.17
9
5
CIMB Islamic Asia Pacific Equity Fund
New
12.56
N/A
N/A
N/A
Affin Hwang Select Asia (Ex Japan) Opportunity Fund
12.84
11.11
-1.73
7
2
PB Islamic Asia Strategic Sector Fund
9.35
10.66
1.31
3
6
Pheim Asia Ex-Japan Islamic
6.71
4.81
-1.9
8
4
AVERAGE 4 WEEKS GAIN/LOSS (%)
1.57

Best Performing Fund over 4 weeks period: 
  • Non Syariah : TA Asian Dividend Income Fund (Loss : -1.45%)
  • Syariah : Eastspring Investments Asia Pacific Shariah Equity Fund (Gain : +18.26%)
Worst Performing Fund over 4 weeks period:
  • Non Syariah : Eastspring Investments Asia Pacific Equity MY Fund (Loss : -3.17%)
  • Syariah : Pheim Asia Ex-Japan Islamic (Loss : -1.90%)

c) Comparison against the MSCI Asia Excluding Japan Index between 28 May 2015 to 1 July 2015


MSCI Asia Ex Japan Index (28 May 2015 - 1 July 2015)

MSCI Asia Exc Japan Index (%) Gain/Loss : -4.28%

Comparison With:
Average Top 10 Unit Trust (%) Gain/Loss: 
(Gain : +1.57% Out performed the MSCI Index)

Non Syariah Best Performing Fund:
TA Asian Dividend Income Fund (Loss : -1.45%  Out performed the MSCI Index)

Syariah Best Performing Fund:
Eastspring Investments Asia Pacific Shariah Equity Fund (Gain : +18.26% Out performed the MSCI Index)


d) Top 10 funds ranked According to Year To Date (YTD) returns:


Top 10 Unit Trust Fund - Asia Exc Japan (Year To Date)

YTD Ranked 1 (Non-Islamic) 
MAAKL Pacific Fund (YTD : +16.06%)

YTD Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Asia Pacific Shariah Equity Fund (YTD : +32.46%)


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For first time readers:
  • If this is your first time reading this review, do check out "A Guide Towards Understanding Unit Trust Performance Table". This guide will help you understand the review better.
  • If you are new to unit trust investing, I'll be more then happy to share with you on how to get started on Unit Trust Investing. Just drop me an email at shanesee03@gmail.com.

By the way, don't miss out on the ongoing Sales Charge Promotion!
There is an ongoing promotion for investors to invest for as low as 0% sales charge! The promotion runs from 26th June 2015 till 31st July 2015. The fantastic thing is that some of the top performing funds from this review are also listed in the promotion. They consist of:

Asia excluding Japan Funds listed under the "Invest for as low as 0% Sales Charge Promotion"
Status as of 1st July 2015
Eastspring Investments Asia Pacific Shariah Equity Fund
No.1 ranked Islamic fund over 5 Years Annualized Return

No.1 ranked YTD fund at +32.46%
Eastspring Investments Asia Pacific Equity MY Fund
No.2 ranked non-Islamic fund over 5 Years Annualized Return
AmCumulative Growth Fund
No.10 ranked YTD fund at +12.1%

For more information about the 0% Sales Charge Promotion as well as how you can start investing, just click HERE.

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