Invest Made Easy
Top 10 Performing Equity Malaysia Unit Trust Funds as of 1st July 2015
Shane My
Publish date: Sat, 04 Jul 2015, 12:38 PM
Shane My
0 271
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.
Fund Review : Category Equity Malaysia
The best performing Equity Malaysia funds are compared according to these 4 criteria:
a. Ranking according to 5 years Annualized returns
b. 4 weeks fund Gain/Loss ranking
c. Comparison against the KLSE Index
d. Ranking according to Year to Date (YTD) returns
a. Ranking according to 5 years Annualized returns
b. 4 weeks fund Gain/Loss ranking
c. Comparison against the KLSE 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 Equity Malaysia (ranked by annualized returns) |
5 Years Annualised Ranked 1 (Non-Islamic)
- Kenanga Growth Fund (+20.9% per annum)
5 Years Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Dana Al-Ilham (+16.08% per annum)
b) 4 Weeks Funds Gain/Loss Table
Fund Name | YTD as of 28th May 2015 | YTD as of 1st July 2015 | 4 Weeks Gain / Loss (%) | 4 Weeks Gain/ Loss Rankings | Previous 4 Weeks Gain/Loss Rankings |
Kenanga Growth Fund | 13.63 | 14.09 | 0.46 | 4 | 3 |
Eastspring Investments Dana Al-Ilham | 6.31 | 6.03 | -0.28 | 8 | 7 |
RHB Smart Treasure Fund | 19.55 | 26.96 | 7.41 | 1 | 1 |
PMB Shariah Aggressive Fund | 22.05 | 24.93 | 2.88 | 2 | 2 |
Kenanga Syariah Growth Fund | 6.75 | 6.67 | -0.08 | 6 | 6 |
Eastspring Investments Equity Income Fund | 4.16 | 3.93 | -0.23 | 7 | 8 |
MAAKL-HDBS Flexi Fund | 3.18 | 2.84 | -0.34 | 9 | 9 |
AMB Dividend Trust Fund | 4.5 | 3.73 | -0.77 | 10 | 4 |
Areca Equity Trust Fund | 7.63 | 8.79 | 1.16 | 3 | 5 |
Affin Hwang AIIMAN Growth Fund | 3.95 | 4.03 | 0.08 | 5 | N/A |
AVERAGE 4 WEEKS GAIN/LOSS (%) | 1.03 | ||||
Best Performing over 4 weeks period:
- Non Syariah : RHB-OSK Smart Treasure Fund (Gain : +7.41%)
- Syariah : PMB Shariah Aggressive Fund (Gain : +2.88%)
Worst Performing over 4 weeks period:
- Non Syariah : AMB Dividend Trust Fund (Loss : -0.77%)
- Syariah : MAAKL-HDBS Flexi Fund (Loss : -0.34%)
c) Comparison against the KLSE Index between 28 May 2015 to 1 July 2015
 |
| KLSE Index (28 May 2015 to 1 July 2015) |
KLSE Index (%) Gain/Loss : (Loss : -1.12%)
Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss:
(Gain : +1.03% - Out performed the KLSE Index)
Non Syariah Best Performing Fund:
RHB-OSK Smart Treasure Fund (Gain : +7.41% - Out performed the KLSE Index)
Syariah Best Performing Fund:
PMB Shariah Aggressive Fund (Gain : +2.88% - Out performed the KLSE Index)
d) Top 10 funds ranked according to Year To Date(YTD) returns
For first time readers:
Don't miss out on the ongoing Sales Charge Promotion!
More information about the 0% Sales Charge Promotion as well as how you can register to invest, just click HERE.
 |
| Top 10 Unit Trust Funds Equity Malaysia (ranked by YTD) |
YTD Ranked 1 (Non-Islamic)
- RHB-OSK Smart Treasure Fund (YTD : +19.55%)
YTD Annualised Ranked 1 (Islamic Equity)
- PMB Shariah Aggressive Fund (YTD : +22.05%)
*********************************
Here are my regular announcements at the end of each review:For first time readers:
- If this is your first time reading this review, do check out "A Guide Towards Understanding Unit Trust Performance Table". This guide will help you understand the review better.
- If you are new to unit trust investing, I'll be more then happy to share with you on how to get started on Unit Trust Investing. Just drop me an email at shanesee03@gmail.com.
Don't miss out on the ongoing Sales Charge Promotion!
There is an ongoing promotion for investors to invest for as low as 0% sales charge! The promotion runs from 26th June 2015 till 31st July 2015. The fantastic thing is that some of the top performing funds from this review are also listed in the promotion. They consist of:
Equity Malaysia Funds available under the "Invest for as low as 0% Sales Charge Promotion" | Status as of 1st July 2015 |
Kenanga Growth Fund | No.1 ranked non-Islamic fund over 5 Years Annualized Return |
Eastspring Investments Dana Al-Ilham | No. 1 ranked Islamic fund over 5 Years Annualized Return |
RHB Smart Treasure Fund | No. 1 ranked YTD fund at +26.96% |
Kenanga Syariah Growth Fund | No. 3 ranked Islamic fund over 5 Years Annualized Return |
Eastspring Equity Income Fund | No.3 ranked non-Islamic fund over 5 Years Annualized Return |
AMB Dividend Trust Fund | No.4 ranked non-Islamic fund over 5 Years Annualized Return |
More information about the 0% Sales Charge Promotion as well as how you can register to invest, just click HERE.
Cheers and Happy Investing!
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2015-07-06 08:14