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Manulife Investment Progress Fund

Refinitiv Lipper Fund Awards Malaysia 2023 Winner,
Best Equity Malaysia Small & Mid Cap Fund Over 10 Years,
Malaysia Funds

Fund highlights

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History of strong investment performance

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Fund highlights

 

Outstanding upside growth potential

With an emphasis on growth and valuation, the Fund provides investors outstanding upside in growth potential by investing in a diversified portfolio of small- to medium-sized public-listed companies.

Finding hidden gems

The Fund looks for opportunities outside of the FBMKLCI, allowing investors to get in on the ground floor with up-and-coming companies—companies that are relatively smaller in size and younger in age, which have been identified as structural growth winners.

Anchored by long-term key investment themes

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.

 

AP REITs_updated_071720

History of strong investment performance

 

The Fund has a history of strong investment performance, which is evident of the effectiveness of our robust investment process.

 

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

YTD: 5.55

3 year: 25.37

5 year: 5.46

10 year: 112.21

 

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


NAV: Net asset value

 

 

The Fund has a history of strong investment performance, which is evident of the effectiveness of our robust investment process.

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

5.55

3 year

25.37

5 year

5.46

10 year

112.21


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 21.2 and is classified as Very 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.

 

 

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

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