The best performing Greater China 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 Shanghai Stock Exchange (SSE) Index
d. Ranking according to Year to Date (YTD) returns
a) Top 10 funds ranked according to 5 Year Annualized Returns
5 Years Annualised Ranked 1 (Non-Islamic)
c) Comparison against the Shanghai Stock Exchange (SSE) Index between 1 July 2015 to 4 August 2015
 |
| Top 10 Unit Trust Funds Greater China (ranked by annualized returns) |
- CIMB-Principal Greater China Equity Fund (+8.09% per annum)
5 Years Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Dinasti Equity Fund (+6.52% per annum)
b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:
b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:
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 |
CIMB-Principal Greater China Equity
Fund
|
20.66
|
11.97
|
-8.69
|
6
|
10
|
Manulife Investment - China Value
Fund
|
23.09
|
13.16
|
-9.93
|
9
|
9
|
PB China Pacific Equity Fund
|
21.05
|
13.71
|
-7.34
|
4
|
1
|
Eastspring Investments Dinasti Equity
Fund
|
17.08
|
11.51
|
-5.57
|
2
|
4
|
Pacific Focus China Fund
|
17.81
|
8.95
|
-8.86
|
7
|
6
|
Public China Select Fund
|
20.54
|
12.92
|
-7.62
|
5
|
3
|
PB China Titans Fund
|
17.3
|
7.53
|
-9.77
|
8
|
5
|
Public China Ittikal Fund
|
11.4
|
5.45
|
-5.95
|
3
|
2
|
MAAKL Greater China Fund
|
22.22
|
11.29
|
-10.93
|
10
|
7
|
AmIslamic Greater China
|
8.02
|
4.61
|
-3.41
|
1
|
8
|
AVERAGE 4 WEEKS GAIN/LOSS (%)
|
-7.81
|
||||
Best Performing Fund over 4 weeks period:
- Non Syariah : PB China Pacific Equity Fund (Loss : -7.34%)
- Syariah : AmIslamic Greater China (Loss : -3.41%)
Worst Performing Fund over 4 weeks period:
- Non Syariah : MAAKL Greater China Fund (Loss : -10.93%)
- Syariah : Public China Ittikal Fund (Loss : -5.95%)
c) Comparison against the Shanghai Stock Exchange (SSE) Index between 1 July 2015 to 4 August 2015
 |
| SSE Index (1 July 2015 - 4 August 2015) |
SSE Index (%) Gain/Loss : -12.17%
Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss :
(Loss : -7.81% - Out performed the SSE Index)
Non Syariah Best Performing Fund:
PB China Pacific Equity Fund : (Loss : -7.34% - Out performed the SSE Index)
Syariah Best Performing Fund:
AmIslamic Greater China : (Loss : -3.41% - Out performed the SSE Index)
d) Top 10 funds ranked According to Year To Date (YTD) returns:
 |
| Top 10 Unit Trust Fund - Greater China (Year To Date) |
YTD Ranked 1 (Non-Islamic)
- PB China Pacific Equity Fund (YTD : +13.71%)
YTD Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Dinasti Equity Fund (YTD : +11.51%)
*********************************
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