Sunday, 29 March 2015

Results of Morningstar Malaysia Awards 2015 (2015 Unit Trust Fund Winners Selected By Morningstar)

Despite not being as glamorous and well known as compared to Lipper Fund Award, the annual Morningstar Malaysia Awards 2015 is the only other coveted award that Fund Houses hope to achieve/win.

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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