Invest Made Easy
Top 10 Performing Greater China Unit Trust Funds as of 1st July 2015
Shane My
Publish date: Sat, 04 Jul 2015, 02:22 PM
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.
Fund Category : Greater China
The best performing Greater China 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 Shanghai Stock Exchange (SSE) Index
d. Ranking according to Year to Date (YTD) returns
a) Top 10 funds ranked according to 5 Year Annualized Returns
c) Comparison against the Shanghai Stock Exchange (SSE) Index between 28 May 2015 to 1 July 2015
 |
| Top 10 Unit Trust Funds Greater China (ranked by annualized returns) |
5 Years Annualised Ranked 1 (Non-Islamic)
- CIMB-Principal Greater China Equity Fund (+11.03% per annum)
5 Years Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Dinasti Equity Fund (+8.47% per annum)
b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:
b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:
| 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 |
| CIMB-Principal Greater China Equity Fund | 24.53 | 20.66 | -3.87 | 10 | 1 |
| Manulife Investment - China Value Fund | 26.9 | 23.09 | -3.81 | 9 | 3 |
| PB China Pacific Equity Fund | 21.34 | 21.05 | -0.29 | 1 | 9 |
| Pacific Focus China Fund | 19.36 | 17.81 | -1.55 | 6 | 4 |
| Eastspring Investments Dinasti Equity Fund | 17.92 | 17.08 | -0.84 | 4 | 7 |
| Public China Select Fund | 21.26 | 20.54 | -0.72 | 3 | 5 |
| PB China Titans Fund | 18.59 | 17.3 | -1.29 | 5 | 8 |
| Public China Ittikal Fund | 12.03 | 11.4 | -0.63 | 2 | 10 |
| MAAKL Greater China Fund | 25.18 | 22.22 | -2.96 | 7 | 2 |
| AmIslamic Greater China | 11.17 | 8.02 | -3.15 | 8 | 6 |
| AVERAGE 4 WEEKS GAIN/LOSS (%) | -1.91 | ||||
Best Performing Fund over 4 weeks period:
- Non Syariah : PB China Pacific Equity Fund (Loss : -0.29%)
- Syariah : Eastspring Investments Dinasti Equity Fund (Loss : -0.84%)
Worst Performing Fund over 4 weeks period:
- Non Syariah : CIMB-Principal Greater China Equity Fund (Loss : -3.87%)
- Syariah : AmIslamic Greater China Fund (Loss : -3.15%)
c) Comparison against the Shanghai Stock Exchange (SSE) Index between 28 May 2015 to 1 July 2015
 |
| SSE Index (28 May 2015 - 1 July 2015) |
SSE Index (%) Gain/Loss : -17.97%
Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss :
(Loss : -1.91% - Out performed the SSE Index)
Non Syariah Best Performing Fund:
PB China Pacific Equity Fund : (Loss : -0.29% - Out performed the SSE Index)
Syariah Best Performing Fund:
Eastspring Investments Dinasti Equity Fund : (Loss : -0.84% - Out performed the SSE Index)
d) Top 10 funds ranked According to Year To Date (YTD) returns:
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