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 coloredbars 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)
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)
Eastspring Investments Asia Pacific Equity MY Fund (rank 4) has the highest gain of +2.33% within a period of 2 weeks.
PB Islamic Asia Equity Fund (rank 8) was the biggest loser for the 2 week period, shedding -1.81% of its NAV.
7/10 of the funds have recorded positive growth within the 2 week period.
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:
Eastspring Investments Asia Pacific Equity MY Fund? Download the Fund Factsheet HERE
Category : Greater China (Click image to Enlarge)
Overview:
For long term investors, Greater China funds have been a nightmare for the past couple of years. Only in early 2012 have the funds from China have picked up and this is reflected on double digit returns for funds such as Hwang China Select Fund with +16.57% return for the one year period.
Key point to highlight is the tremendous jump in gain of +5.82% for Manulife Investment China Value Fund for the 2 week period between 15th January 2013 to 31st January 2013.
Other Greater China funds are also posting gains between 1% - 3% for the 2 week period.
Fund in this Category is expected to post very encouraging growth for the next one year and should be suitable for short term investors.
Like to know more about:
Manulife Investment China Value Fund? Download the Fund FactsheetHERE
Category : Equity Malaysia (Click image to Enlarge)
Overview:
All Equity Malaysia funds recorded losses due to the dip in our local bursa for the past two weeks. That resulted in reduction on overall NAV for all the funds invested into equity Malaysia
Key point to highlight for Equity Malaysia is the loss of -4.24% within the 2 week period for Philip Master Equity Growth Fund. I do not favor funds that show high volatility especially when the dip in our local bursa was not a major one.
The green indicator box which I placed on AMB Dividend Trust Fund does not indicate positive gain. Instead AMB Dividend Trust Fund is the most robust among the 10 funds, recording only -0.89% loss for the 2 week period.
For the next few weeks to come, the local bursa would be volatile and it is expected all Malaysia Equity Funds to be in defensive mode.
Like to know more about:
AMB Dividend Trust Fund? Download the Fund FactsheetHERE
Category : Fixed Income - Malaysia (Click image to Enlarge)
Overview:
Nothing exciting on the fixed income category as the top dog, AmDynamic Bond continues to show slow yet positive gains.
PB Islamic Bond Fund (rank 2) is the only fund that recorded drop of -0.09% within the 2 week period.
The best performing fixed income fund for the 2 week period goes to PB Fixed Income Fund recording +0.22% increase of its NAV.
Hwang AIIMAN Income Plus makes an entry into the top 10 fixed income fund replacing AmBon Islam. Will be keeping an eye on this fund considering the fact that rankings in the fixed income fund category rarely change.
Like to know more about:
Hwang AIIMAN Income Plus Fund? Download the Fund FactsheetHERE
3. Subscribe to me. See the "FOLLOW ME TO FINANCIAL FREEDOM" section located at the top left? Just key in your email and click Submit.
4. Visit my blog for other articles on investment athttp://invest-made-easy.blogspot.com/
Disclaimer : All opinions from this review are entirely of my own. Please take it as a guide and not as a recommendation to buy any particular fund mentioned above.
No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.
As a result, both Polar Capital Technology Trust and Allianz Technology Trust feature among the best performing investment trusts of 2023, having returned 50.5% and 44.5% respectively.
Look at the benchmarks of funds and how they have performed in comparison to them. Check your chosen funds' performance against other similar funds. You can look at their historical returns, ratios, debt profile, management and more to make your judgements.
The PSG Equity Fund and the PSG SA Equity Funds top the list as the best performing unit trusts over 3 years with annualised returns of over 15%. That's a very health Inflation Plus 10 return.
Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.
The Vanguard High-Yield Corporate Fund is the company's top performing bond fund over the past decade. It features a high-yield, intermediate-term fixed income portfolio.
You are ideally investing for at least two years. You want to achieve returns better than inflation, but are comfortable with lower potential return over time than you might earn in a unit trust that takes on more risk.
Depending on the asset allocation, a unit trust investment has the potential for higher returns over the long term compared to more fixed-income options, such as fixed deposits or money market accounts. However, it is also exposed to market fluctuations, and your investment value can go up or down on any given day.
Limited control – Your investment is entrusted to a fund manager, so performance levels can depend on their level of expertise and experience. Capital risk – Like all investments, there is a chance you could lose some or all of the initial capital invested in a unit trust.
A unit trust fund's performance can be measured by its total return. A fund's total return is the change in the value of an investment in the fund, taking into account any change in the fund's unit price during the period and assuming the reinvestment of income and capital gains distributions.
Introduction: My name is Mrs. Angelic Larkin, I am a cute, charming, funny, determined, inexpensive, joyous, cheerful person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
