LSEG Lipper Fund Awards Malaysia 2024 Winner,
Best Mixed Asset MYR Flexible Fund Over 3 Years,
Malaysia Provident Funds
Fund highlights
Learn moreHistory of strong investment performance
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Investment performance is supported by a robust investment process, which allocates funds to the most suitable asset mix and screens for undervalued companies possessing healthy growth and visible earnings prospects.
Total net returns for period ending 29 February 2024 (%)
YTD: 7.70
3 year: 17.28
5 year: 46.27
10 year: 63.38
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 30 April 2024 (%) Source: Lipper. Past performance is not necessarily indicative of future performance. |
YTD |
16.33 |
3 year |
25.86 |
|
5 year |
53.90 |
|
10 year |
63.43 |
NAV: Net asset value
The above information may contain projections or other forward-looking statements regarding future events, targets, management discipline or other expectations. There is no assurance that such events will occur, and the future course may be significantly different from that shown here.
Disclaimer:
The award herein is granted by LSEG Lipper with whom we are not related to.
Based on the Fund's portfolio returns as at 31 Mar 2024 the Volatility Factor (VF) for the Fund is as indicated in the table above and are classified as in the table (source: Lipper). "Very High" includes Funds with VF that are above 14.400, "High" includes Funds with VF that are above 10.990 but not more than 14.400, "Moderate" includes Funds with VF that are above 8.390 but not more than 10.990, "Low" includes Funds with VF that are above 3.785 but not more than 8.390 and "Very Low" includes Funds with VF that are above 0.000 but not more than 3.785 (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 LSEG 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 LSEG 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 LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.