Thursday 6 August 2015

Top 10 Performing Asia excluding Japan Unit Trust Funds as of 4th August 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 (+6.28% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Asia Pacific Shariah Equity Fund (+8.09% per annum)

b) 4 Weeks Funds Gain/Loss Table


Fund Name
YTD as of
1st July 2015
YTD as of
4th Aug 2015
4 Weeks
Gain / Loss (%)
4 Weeks Gain/
Loss Rankings
Previous
4 Weeks Gain/Loss Rankings
Eastspring Investments Asia Pacific Shariah Equity Fund
32.46
28.61
-3.85
8
1
Public Islamic Asia Dividend Fund
8.31
4.44
-3.87
9
5
Public Asia Ittikal Fund
11.44
8.99
-2.45
2
2
TA Asian Dividend Income Fund
9.45
7.34
-2.11
1
6
PB Islamic Asia Equity Fund
10.13
6.47
-3.66
5
4
Pheim Asia Ex-Japan Islamic
4.81
1.32
-3.49
4
8
CIMB Islamic Asia Pacific Equity Fund
12.56
9.13
-3.43
3
N/A
PB Islamic Asia Strategic Sector Fund
10.66
6.92
-3.74
7
3
Affin Hwang Select Asia (Ex Japan) Opportunity Fund
11.11
7.41
-3.7
6
7
Eastspring Investments Asia Pacific Equity MY Fund
6.8
2.59
-4.21
10
9
AVERAGE 8 WEEKS GAIN/LOSS (%)
-3.45

Best Performing Fund over 4 weeks period: 
  • Non Syariah : TA Asian Dividend Income Fund (Loss : -2.11%)
  • Syariah : Public Islamic Asia Dividend Fund (Loss : -2.45%)
Worst Performing Fund over 4 weeks period:
  • Non Syariah : Eastspring Investments Asia Pacific Equity MY Fund (Loss : -4.21%)
  • Syariah : Public Islamic Asia Dividend Fund (Loss : -3.87%)

c) Comparison against the MSCI Asia Excluding Japan Index between 1 July 2015 to 4 August 2015

MSCI Asia Ex Japan Index (1 July 2015 - 4 August 2015)
MSCI Asia Exc Japan Index (%) Gain/Loss : -7.62%

Comparison With:
Average Top 10 Unit Trust (%) Gain/Loss: 
(Loss : -3.45%  Out performed the MSCI Index)

Non Syariah Best Performing Fund:
TA Asian Dividend Income Fund (Loss : -2.11%  Out performed the MSCI Index)

Syariah Best Performing Fund:
Public Islamic Asia Dividend Fund (Loss : -2.45% 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 : +10.67%)

YTD Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Asia Pacific Shariah Equity Fund (YTD : +28.61%)


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Is this your first time reading this review?
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