Result of the Morningstar Malaysia Awards 2015:
There are only 7 Categories from this award. A small number if you compare with the 51 Awards offered by Lippers.
Anyways, the winners for each category are shown below:
These funds won at the Lipper Fund Award 2015 as well?
Take a look at the table below:
Category
|
Morningstar Winner
|
Lippers Winner
|
Asia-Pacific Equity Fund
|
CIMB-Principal Asia
Pacific Dynamic Income
|
CIMB-Principal Asia
Pacific Dynamic Income
|
Islamic Malaysia Equity
Fund
|
Public Islamic
Opportunities
|
Eastspring Investment
Dana al-Ilham
|
Malaysia Equity Fund
|
AMB Dividend Trust
|
Eastspring Investments MY
Focus (3 Yr)
Kenanga Growth
(5 Yr & 10 Yr)
|
Islamic MYR Bond Fund
|
Libra ASnitaBond
|
RHB-OSK Islamic Bond
|
MYR Bond Fund
|
Libra BondExtra
|
AMB Income Trust
(3 Yr
& 5 Yr)
|
Islamic MYR Allocation
Fund
|
AMB Dana Ikhlas
|
Dana Makmur Pheim (3 Y
& 5 Yr)
AmIslamic Balanced (10 Yr) |
MYR Allocation Fund
|
Affin Hwang Select Income
|
Affin Hwang Select Income
(5 Yr)
RHB-OSK Smart Income
(3 Yr & 10 Yr)
|
From the above, two funds are winners at both the Morningstar and Lippers Award.
How did these fund winners perform?
Category
|
Morningstar Winner
|
YTD
|
1 Year
|
3 Yr Anul
|
5 Yr Anul
|
Asia-Pacific Equity Fund
|
CIMB-Principal Asia
Pacific Dynamic Income
|
7.42%
|
24.44%
|
22.05%
|
-
|
Islamic Malaysia Equity
Fund
|
Public Islamic
Opportunities
|
6.15%
|
8.23%
|
14.49%
|
12.19%
|
Malaysia Equity Fund
|
AMB Dividend Trust
|
4.76%
|
12.39%
|
13.52%
|
14.41%
|
Islamic MYR Bond Fund
|
Libra ASnitaBond
|
-8.37%
|
-4.21%
|
4.41%
|
5.04%
|
MYR Bond Fund
|
Libra BondExtra
|
1.63%
|
7.47%
|
4.25%
|
4.81%
|
Islamic MYR Allocation
Fund
|
AMB Dana Ikhlas
|
1.92%
|
1.54%
|
6.75%
|
7.78%
|
MYR Allocation Fund
|
Affin Hwang Select Income
|
3.97%
|
9.92%
|
7.96%
|
8.47%
|
Fund such as CIMB Principal Asia Pacific Dynamic Income and Affin Hwang Select Income are also winners at the the Lippers Awards. Both these funds are justified winners based on the excellent returns vs their risk category.
As for the other winning funds from the Morningstar Award, the same can't be said as I believe their rival winning funds over at Lippers Award performed better.
Would you like to find out how the rival winning funds from Lippers Award performed? Feel free to email me at shanesee03@gmail.com.
Cheers and Happy Investing!
p/s : You can now invest in CIMB Principal Asia Pacific Dynamic Income and Affin Hwang Select Income for as low as 2% Service Charge. How do you do it? Just ask me via the same email above.
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