Fund Review : Category Asia excluding Japan
The best performing Asia excluding Japan 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 MSCI Asia excluding Japan Index
d. Ranking according to Year to Date (YTD) returns
Syariah Best Performing Fund:
a. Ranking according to 5 Year Annualized returns
b. 4 weeks fund Gain/Loss ranking
c. Comparison against the MSCI Asia excluding Japan 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 Asia Excluding Japan (ranked by annualized returns) |
5 Years Annualised Ranked 1 (Non-Islamic)
- TA Asian Dividend Income Fund (+6.28% per annum)
5 Years Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Asia Pacific Shariah Equity Fund (+8.09% per annum)
b) 4 Weeks Funds Gain/Loss Table
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 |
Eastspring Investments Asia Pacific
Shariah Equity Fund
|
32.46
|
28.61
|
-3.85
|
8
|
1
|
Public Islamic Asia
Dividend Fund
|
8.31
|
4.44
|
-3.87
|
9
|
5
|
Public Asia Ittikal Fund
|
11.44
|
8.99
|
-2.45
|
2
|
2
|
TA Asian Dividend Income
Fund
|
9.45
|
7.34
|
-2.11
|
1
|
6
|
PB Islamic Asia Equity
Fund
|
10.13
|
6.47
|
-3.66
|
5
|
4
|
Pheim Asia Ex-Japan Islamic
|
4.81
|
1.32
|
-3.49
|
4
|
8
|
CIMB Islamic Asia Pacific
Equity Fund
|
12.56
|
9.13
|
-3.43
|
3
|
N/A
|
PB Islamic Asia Strategic Sector Fund
|
10.66
|
6.92
|
-3.74
|
7
|
3
|
Affin Hwang Select Asia
(Ex Japan) Opportunity Fund
|
11.11
|
7.41
|
-3.7
|
6
|
7
|
Eastspring Investments
Asia Pacific Equity MY Fund
|
6.8
|
2.59
|
-4.21
|
10
|
9
|
AVERAGE 8 WEEKS GAIN/LOSS (%)
|
-3.45
|
||||
Best Performing Fund over 4 weeks period:
- Non Syariah : TA Asian Dividend Income Fund (Loss : -2.11%)
- Syariah : Public Islamic Asia Dividend Fund (Loss : -2.45%)
Worst Performing Fund over 4 weeks period:
- Non Syariah : Eastspring Investments Asia Pacific Equity MY Fund (Loss : -4.21%)
- Syariah : Public Islamic Asia Dividend Fund (Loss : -3.87%)
c) Comparison against the MSCI Asia Excluding Japan Index between 1 July 2015 to 4 August 2015
 |
| MSCI Asia Ex Japan Index (1 July 2015 - 4 August 2015) |
MSCI Asia Exc Japan Index (%) Gain/Loss : -7.62%
Comparison With:
Average Top 10 Unit Trust (%) Gain/Loss:
(Loss : -3.45% - Out performed the MSCI Index)
Non Syariah Best Performing Fund:
TA Asian Dividend Income Fund (Loss : -2.11% - Out performed the MSCI Index)
Syariah Best Performing Fund:
Public Islamic Asia Dividend Fund (Loss : -2.45% - Out performed the MSCI Index)
d) Top 10 funds ranked According to Year To Date (YTD) returns:
 |
| Top 10 Unit Trust Fund - Asia Exc Japan (Year To Date) |
YTD Ranked 1 (Non-Islamic)
- MAAKL Pacific Fund (YTD : +10.67%)
YTD Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Asia Pacific Shariah Equity Fund (YTD : +28.61%)
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