Saturday, 30 July 2016

Lipper's 2015 Global Islamic Fund Award

This is something new that I've stumbled upon while doing one of my research on unit trust fund. While I'm aware of the existence of Thomson Reuters Lipper annual fund award held in Malaysia, I was caught by surprised to discover that Lipper also has another award called Global Islamic Fund Award which involve the participation of Islamic unit trust funds from Malaysia.


According to data from Lipper fund awards site, the Global Islamic Fund Award is already in the second year running. For 2015's award ceremony, a total of 20 fund categories were awarded as listed below:
  • Bond Malaysian Ringgit (1 Years, 2 Years, 3 Years, 5 Years and 10 Years)
  • Bond Global (1 Years and 2 Years)
  • Bond Indonesia Rupiah (1 Years, 2 Years, 3 Years and 5 Years)
  • Bond Pakistan Rupee (1 Years, 2 Years, 3 Years and 5 Years)
  • Equity Asia Pacific Ex Japan (1 Years, 2 Years, 3 Years and 5 Years)
  • Equity Egypt (1 Years, 2 Years and 3 Years)
  • Equity Emerging Markets Global (1 Years and 2 Years)
  • Equity Global (1 Years, 2 Years, 3 Years, 5 Years and 10 Years)
  • Equity Gulf Cooperation Council (1 Years, 2 Years, 3 Years and 5 Years)
  • Equity Indonesia (1 Years, 2 Years, 3 Years and 5 Years)
  • Equity Kuwait (1 Years, 2 Years, 3 Years and 5 Years)
  • Equity Malaysia (1 Years, 2 Years, 3 Years, 5 Years and 10 Years)
  • Equity Malaysia Income (1 Years and 2 Years)
  • Equity Malaysia Small and Mid Caps (1 Years, 2 Years and 3 Years)
  • Equity Middle East and North Africa (1 Years, 2 Years, 3 Years and 5 Years)
  • Equity Pakistan (1 Years, 2 Years and 3 Years)
  • Equity Saudi Arabia (1 Years, 2 Years, 3 Years, 5 Years and 10 Years)
  • Equity South Africa (1 Years, 2 Years, 3 Years and 5 Years)
  • Mixed Asset IDR Flexible (1 Years, 2 Years and 3 Years)
  • Mixed Asset MYR Balanced - Malaysia (1 Years, 2 Years, 3 Years, 5 Years and 10 Years)
  • Mixed Asset MYR Flexible (1 Years, 2 Years, 3 Years and 5 Years)
Seven categories (highlighted in blue font) involve the participation of Malaysia Islamic funds. The key point of this blog post would be to share the results of these 7 categories.


Category : Bond Malaysian Ringgit
Bond Malaysian Ringgit Winners : AMB Dana Arif, RHB Islamic Bond and Public Islamic Bond

Category : Equity Asia Pacific Ex Japan
Equity Asia Pacific Ex Japan Winners : CIMB Islamic Asia Pacific Equity, Pheim Asia Ex-Japan Islamic and CIMB Islamic Equity

Category : Equity Malaysia
Equity Malaysia Winners : Eastspring Dana al-Ilham and PMB Shariah Aggressive

Category : Equity Malaysia Income
Equity Malaysia Income Winners : Manulife Investment Al-Fauzan

Category : Equity Malaysia Small and Mid Caps
Equity Malaysia Small and Mid Caps Winners : Manulife Investment Shariah Progress

Category : Mixed Asset MYR Balanced - Malaysia
Mixed Asset MYR Balanced Winners - Dana Makmur Pheim, CIMB Islamic Balanced Growth and AmIslamic Balanced

Category : Mixed Asset MYR Flexible
Mixed Asset MYR Flexible - Eastspring Investments Dana Dinamik, Manulife Investment-HW Shariah Flexi and Manulife Investment-CM Shariah Flexi

That's all for this post!

Cheers and have an awesome weekend!

P.S : 
  • Are you already invested into unit trust? Why not let me check for you how your funds compare against that of these award winning ones. Just drop me an email at shanesee03@gmail.com if you like me to do a check for you!
  • Some of the Islamics funds can be invested online at very low sales charge. Find out how you can use eUnittrust to invest into these funds. Just click HERE to find out more!
  • I've recently launched an online learning platform called Unit Trust Made Easy to help Malaysians to kick start their own unit trust investment. For further details, check it out HERE

Friday, 8 July 2016

Top 10 Best Performing Unit Trust Fund for 1st Half of 2016



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 ~ Number 10 ~
Manulife Investment Asia-Pacific REIT
Fund Name : Manulife Investment Asia-Pacific REIT
Morningstar Fund Category : Property - Indirect Asia
Fund Performance for 1st Half of 2016 : +8.86%


 ~ Number 9 ~
Eastspring Investment Asian High Yield Bond
Fund Name : Eastspring Investment Asian High Yield Bond
Morningstar Fund Category : Bonds - Asia
Fund Performance for 1st Half of 2016 : +9.02%
Not available online


 ~ Number 8 ~
RHB Indonesia Equity Growth
Fund Name : RHB Indonesia Equity Growth
Morningstar Fund Category : Equity - Country Focus
Fund Performance for 1st Half of 2016 : +9.48%


 ~ Number 7 ~
AmAsia Pacific REITs
Fund Name : AmAsia Pacific REITs
Morningstar Fund Category : Property - Indirect Asia
Fund Performance for 1st Half of 2016 : +10.05%


 ~ Number 6 ~
KAF ENHANCED BOND FUND
Fund Name : KAF ENHANCED BOND FUND
Morningstar Fund Category : Bonds - Malaysia
Fund Performance for 1st Half of 2016 : +10.10%


 ~ Number 5 ~
Manulife Investment Global Resources
Fund Name : Manulife Investment Global Resources
Morningstar Fund Category : Equity - Sector Focus
Fund Performance for 1st Half of 2016 : +16.16%


 ~ Number 4 ~
RHB Energy Fund
Fund Name : RHB Energy
Morningstar Fund Category : Equity - Sector Focus
Fund Performance for 1st Half of 2016 : +21.51%


 ~ Number 3 ~
AmAdvantage Brazil fund
Fund Name : AmAdvantage Brazil
Morningstar Fund Category : Equity - Country Focus
Fund Performance for 1st Half of 2016 : +35.90%
Not available online


 ~ Number 2 ~
AmPrecious Metal fund
Fund Name : AmPrecious Metal
Morningstar Fund Category : Equity - Sector Focus
Fund Performance for 1st Half of 2016 : +68.95%


~ Number 1 ~
RHB Gold and General fund
Fund Name : RHB Gold and General
Morningstar Fund Category : Equity - Sector Focus
Fund Performance for 1st Half of 2016 : +69.95%


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  • 8 out of the top 10 funds above can be invested online at low sales charge. Find out how you can use eUnittrust to managed your own unit trust investment! Just click HERE
  • I've recently launched an online learning platform called Unit Trust Made Easy to help Malaysians to kick start their own unit trust investment. For further details, check it out HERE