Invest Made Easy

Top 10 Best Performing Unit Trust Funds As of 31st Jan 2013

Shane My
Publish date: Fri, 01 Feb 2013, 01:42 AM
Shane My
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Like many of us, we seek for financial security and ultimately financial freedom. This blog is intended to act as a journal of investment as I journey towards that dream. At the same time, I hope that the articles written here would also benefit many others who share the same vision as me.

 

Top 10 Best Performing Unit Trust Funds As of 31st Jan 2013

 

It's time again for Invest Made Easy (IME) review of the Top 10 Best Performing Unit Trust as of 31 January 2013!

Introduction

a) Funds are divided into 4 Main Categories consisting of:

  • Asia Excluding Japan
  • Equity Malaysia
  • Greater China
  • Fixed Income (Malaysia)

b) All funds are ranked according to their Average 5 Year Returns (Annualized). 

 

c) Movement of funds on the ranking table are indicated by the colored bars below:

Fund movements are determine by comparing their previous ranking on the 15th January 2013 with the current ranking as of 31st January 2013.

 

d) In this review, I've also included a red and a green indicator box on the YTD(%) column. A green box indicates that a particular fund recorded the highest gain within a 2 week period from 15th January 2013 to 31st January 2013. The red box indicate that a particular fund recorded the highest loss within a 2 week period.

 

e) If this is your first time reading the review, I would suggest that you read "A Guide Towards Understanding Unit Trust Performance Table" before proceeding to the review.

 

Review

Category : Asia excluding Japan (Click image to Enlarge)

Overview:

  1. CIMB Islamic Asia Pacific Equity Fund moved up one spot to rank 5 due to their impressive +1.97% gain within a period of 2 weeks (between 15th Jan 2013 to 31st Jan 2013)
  2. Eastspring Investments Asia Pacific Equity MY Fund (rank 4) has the highest gain of +2.33% within a period of 2 weeks.
  3. PB Islamic Asia Equity Fund (rank 8) was the biggest loser for the 2 week period, shedding -1.81% of its NAV. 
  4. 7/10 of the funds have recorded positive growth within the 2 week period. 
  5. Public Islamic Asia Equity Fund, Public Asia Ittikal Fund and PB Islamic Asia Equity Fund recorded losses that are not related to dividend/income distribution. However this could be an opportunity for investors to purchase additional units from the three funds due to drop in fund price. In addition, the outlook for funds invested in Asia excluding Japan is looking positive for 2013!

Like to know more about:

  1. Eastspring Investments Asia Pacific Equity MY Fund? Download the Fund Factsheet HERE


READ THE REST OF THE REVIEW at INVEST MADE EASY

Discussions
Be the first to like this. Showing 1 of 1 comments

necro

AMB VALUE TRUST is the best...

2013-02-01 02:29

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