Fund Review : Category Equity Malaysia
The best performing Equity Malaysia 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 KLSE Index
d. Ranking according to Year to Date (YTD) returns
b) 4 Weeks Funds Gain/Loss Table
Best Performing over 4 weeks period:
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a. Ranking according to 5 Year Annualized returns
b. 4 weeks fund Gain/Loss ranking
c. Comparison against the KLSE 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 Equity Malaysia (ranked by annualized returns) |
5 Years Annualised Ranked 1 (Non-Islamic)
- Kenanga Growth Fund (+19.74% per annum)
5 Years Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Dana Al-Ilham (+14.93% 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 |
|
Kenanga Growth Fund
|
14.09
|
15.87
|
1.78
|
3
|
4
|
|
Eastspring Investments
Dana Al-Ilham
|
6.03
|
5.69
|
-0.34
|
7
|
8
|
|
RHB Smart Treasure Fund
|
26.96
|
28.93
|
1.97
|
1
|
1
|
|
PMB Shariah Aggressive
Fund
|
24.93
|
26.77
|
1.84
|
2
|
2
|
|
Eastspring Investments
Equity Income Fund
|
3.93
|
4.45
|
0.52
|
6
|
7
|
|
Kenanga Syariah Growth
Fund
|
6.67
|
7.42
|
0.75
|
5
|
6
|
|
Areca Equity Trust Fund
|
8.79
|
10.34
|
1.55
|
4
|
3
|
|
MAAKL-HDBS Flexi Fund
|
2.84
|
1.02
|
-1.82
|
9
|
9
|
|
AMB Dividend Trust Fund
|
3.73
|
1.82
|
-1.91
|
10
|
10
|
|
Affin Hwang AIIMAN Growth
Fund
|
4.03
|
2.85
|
-1.18
|
8
|
5
|
|
AVERAGE 4 WEEKS GAIN/LOSS (%)
|
0.32
|
||||
Best Performing over 4 weeks period:
- Non Syariah : RHB-OSK Smart Treasure Fund (Gain : +1.97%)
- Syariah : PMB Shariah Aggressive Fund (Gain : +1.84%)
Worst Performing over 4 weeks period:
- Non Syariah : AMB Dividend Trust Fund (Loss : -1.91%)
- Syariah : MAAKL-HDBS Flexi Fund (Loss : -1.82%)
c) Comparison against the KLSE Index between 1 July 2015 to 4 August 2015
 |
| KLSE Index (1 July 2015 to 4 August 2015) |
KLSE Index (%) Gain/Loss : (Loss : -0.59%)
Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss:
(Gain : +0.32% - Out performed the KLSE Index)
Non Syariah Best Performing Fund:
RHB-OSK Smart Treasure Fund (Gain : +1.97% - Out performed the KLSE Index)
Syariah Best Performing Fund:
PMB Shariah Aggressive Fund (Gain : +1.84% - Out performed the KLSE Index)
d) Top 10 funds ranked according to Year To Date(YTD) returns
 |
| Top 10 Unit Trust Funds Equity Malaysia (ranked by YTD) |
YTD Ranked 1 (Non-Islamic)
- RHB-OSK Smart Treasure Fund (YTD : +28.93%)
YTD Annualised Ranked 1 (Islamic Equity)
- PMB Shariah Aggressive Fund (YTD : +26.77%)
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Do check out "A Guide Towards Understanding Unit Trust Performance Table". This guide will help you understand the review better.
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