Refinitiv Lipper Fund Awards Malaysia 2023 Winner,
Best Mixed Asset MYR Flexible Fund Over 10 Years,
Malaysia Funds
Fund highlights
Learn moreHistory of strong investment performance
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The Fund adopts a flexible approach in its investments, allowing unobstructed movement across all of its asset classes – equity, fixed income, and liquid assets. This approach empowers the Fund to look for investment opportunities across the market spectrum, providing investors with opportunities to generate returns via the most appropriate asset class mix that suits the current market condition.
Owing to its broad flexible approach, the Fund champions for greater mobility across its asset classes – this allows the Fund 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. The asset mix may comprise all asset classes at any one time.
The Fund recognises the significance of geographical diversification, granting us the flexibility of investing up to 25% of its net asset value in stocks within the Asia-Pacific region to capture investment opportunities, regionally.
The Fund’s current focus is on companies that will benefit from key investment themes centred around deglobalisation/supply chain substitution, economic recovery, tech/digitalisation and climate change – sectors that will help in navigating the increasingly challenging market environment.
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 31 January 2023 (%)
YTD: 3.38
3 year: 31.54
5 year: 4.20
10 year: 66.51
Source: Lipper. Past performance is not necessarily indicative of future performance. The performance is calculated on NAV-to-NAV basis.
NAV: Net asset value
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 31 January 2023 (%) Source: Lipper. Past performance is not necessarily indicative of future performance. |
YTD |
3.38 |
3 year |
31.54 |
|
5 year |
4.20 |
|
10 year |
66.51 |
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 18.2 and is classified as High (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.