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Manulife Investment-HW Shariah Flexi Fund

Refinitiv Lipper Fund Awards Malaysia 2023 Winner,
Best Mixed Asset MYR Flexible Fund Over 10 Years,
Malaysia Islamic Funds & Global Islamic Funds 

Fund highlights

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History of strong investment performance

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Fund highlights

 

Dynamic and flexible asset allocation

The Fund has the flexibility to switch to equities when the stock market is bullish and to switch to bonds and/or money market instruments when the stock market is bearish. At any one time, the asset mix may also comprise all asset classes.

Shariah-compliant investment

The Fund invests solely in Malaysian Shariah-compliant equities and equity-linked instruments with a focus on those that exhibit above-average earnings growth, has a leading competitive position and show potential for delivering superior returns.

Focusing on a barbell strategy

In year 2023, the Fund will adopt a barbell strategy through investing in stocks with growth potential, while diversifying into defensive themes such as dividend stocks and real estate investment trusts (REITs).

 

AP REITs_updated_071720

History of strong investment performance

 

Total net returns for period ending 31 January 2023 (%)

YTD: 2.36

3 year: 24.55

5 year: 7.62

10 year: 76.99

 

Source: Lipper. Past performance is not necessarily indicative of future performance. The performance is calculated on NAV-to-NAV basis.


NAV: Net asset value

 

 

Total net returns for period ending 31 January 2023 (%)




Source: Lipper. Past performance is not necessarily indicative of future performance.
The performance is calculated on NAV-to-NAV basis.

YTD

2.36

3 year

24.55

5 year

7.62

10 year

76.99


NAV: Net asset value

 

 

Disclaimer:

The award herein is granted by Refinitiv Lipper with whom we are not related to.

Based on the Fund's portfolio returns as at 31 December 2022, the Volatility Factor (VF) for this Fund is 15.2 and is classified as Moderate (Source:Lipper). "Very High" includes Funds with VF that are above 18.830, "High" includes Funds with VF that are above 15.380 but not more than 18.830, "Moderate" includes Funds with VF that are above 11.695 but not more than 15.380, "Low" includes Funds with VF that are above 4.875 but not more than 11.695 and "Very Low" includes Funds with VF that are above 0.000 but not more than 4.875 (source:FiMM). The VF means there is a possibility for the Funds in generating an upside return or downside return around this VF. The Volatility Class (VC) is assigned by Lipper based on quintile ranks of VF for qualified Funds. VF and VC are subject to monthly revision or at any interval which may be prescribed by FIMM from time to time. The Fund's portfolio may have changed since this date and there is no guarantee that the Funds will continue to have the same VF or VC in the future. Presently, only Funds launched in the market for at least 36 months will display the VF and its VC.

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.

 

 

Contact your unit trust adviser or call our Customer Service at 03-2719 9271 for more information.

Important notice

WhatsApp scam alert & how to verify the status of a unit trust advisor. Click here for more information.

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Update

Transition from MHO to Manulife iFUNDS by 31 March 2023 to enjoy seamless digital experience. Login to Manulife iFUNDS today

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Important notice

WhatsApp scam alert & how to verify the status of a unit trust advisor. Click here for more information.

View more
Update

Transition from MHO to Manulife iFUNDS by 31 March 2023 to enjoy seamless digital experience. Login to Manulife iFUNDS today

View more