Tuesday 26 February 2013

The Edge-Lipper 2013 Awards Results!

Malaysia's The Edge-Lipper 2013 Awards, a premier annual event to honour the best performing unit trust funds and fund houses concluded last night at the Hilton, Kuala Lumpur. Akin to the Oscars which coincidentally was also held yesterday, the Edge-Lipper Awards is one of the most sort after recognition by all the fund houses. Winners of this award get to have the bragging rights for the next one year and at the same time boost their fund's credibility. A total of 44 awards were given out of which 9 awards are newly introduced (as if there is not enough categories already). The 9 new categories are:

  1. Equity ASEAN (3 Year)
  2. Equity Greater China (3 Year)
  3. Equity Malaysia Diversified (3 Year)
  4. Mixed Asset MYR Flexible (Islamic) (3 Year)
  5. Equity Asia Pacific (5 Year)
  6. Mixed Asset MYR Bal - Global (5 Year)
  7. Mixed Asset MYR Flexible (Islamic) (5 Year)
  8. Equity Malaysia Diversified (5 Year)
  9. Equity Malaysia Diversified (10 Year)
Winners of The Edge-Lipper 2013 Awards
The list of winners are shown in the table below. I've also included the list of winners for 2012 just in case you feel like comparing the winners for 2013 with 2012.

Category : GROUP (by Fund House)
Classification
2012 Winners
2013 Winners
Bond
Am Investment
Am Investment
Equity
Pacific Mutual
Hwang
Mixed Assets
MAAKL
CIMB
Overall
CIMB
Am Investment
Category : 3 YEAR (by Fund)
Bond Malaysian Ringgit
AmDynamic Bond
AMB Income Trust
Bond Malaysian Ringgit (Islamic)
PB Islamic Bond
PB Islamic Bond
Equity ASEAN
-
PB Asean Dividend
Equity Asia Pacific
Public Asia Ittikal
Public Asia Ittikal
Equity Asia Pacific Ex Japan
CIMB Islamic Equity
Public Islamic Asia Dividend
Equity Asia Pacific Ex Japan (Islamic)
CIMB Islamic Equity
Public Islamic Asia Dividend
Equity Global
Pacific Dana Dividen
Equity Greater China
-
Equity Malaysia (Islamic)
Equity Malaysia
CIMB Principal Equity
Equity Malaysia Diversified
-
Saham Amanah Sabah
Equity Malaysia Small & Mid Caps
Public Focus Select
Public Focus Select
Mixed Asset MYR Bal - Global
PB Asia Real Estate Income
PB Asia Real Estate Income
Mixed Asset MYR Bal - Malaysia (Islamic)
CIMB Islamic Balanced Growth
CIMB Islamic Balanced Growth
Mixed Asset MYR Bal - Malaysia
Hwang Select Balanced
Mixed Asset MYR Conservative
Hwang Select Income
Hwang Select Income
Mixed Asset MYR Flexible
MAAKL-HDBS Flexi
MAAKL-HW Flexi
Mixed Asset MYR Flexible (Islamic)
-
Category : 5 YEAR (by Fund)
Bond Malaysian Ringgit
AmDynamic Bond
AmDynamic Bond
Bond Malaysian Ringgit (Islamic)
PB Islamic Bond
PB Islamic Bond
Equity Asia Pacific
-
Public Asia Ittikal
Equity Asia Pacific Ex Japan
Pheim Asia Ex-Japan Islamic
Public Islamic Asia Dividend
Equity Global
Pacific Focus 18
Equity Malaysia (Islamic)
Equity Malaysia
AMB Value Trust
Equity Malaysia Diversified
-
Saham Amanah Sabah
Equity Malaysia Small & Mid Caps
Public Small Cap
Public Focus Select
Mixed Asset MYR Bal - Global
-
PB Asia Real Estate Income
Mixed Asset MYR Bal - Malaysia (Islamic)
Apex Dana Al-Faiz-I
Apex Dana Al-Faiz-I
Mixed Asset MYR Bal - Malaysia
Apex Dana Al-Faiz-I
Mixed Asset MYR Conservative
Hwang Select Income
Hwang Select Income
Mixed Asset MYR Flexible (Islamic)
-
InterPac Dana Safi
Mixed Asset MYR Flexible
PRUdana dinamik
MAAKL-HW Flexi
Category : 10 YEAR (by Fund)
Bond Malaysian Ringgit
Public Islamic Bond
Public Islamic Bond
Equity Malaysia
CIMB-Principal Equity
Equity Malaysia (Islamic)
Pacific Dana Aman
Equity Malaysia Diversified
-
Equity Malaysia Small & Mid Caps
Public Small Cap
Public Small Cap
Mixed Asset MYR Bal - Malaysia
OSK-UOB Kid Save
Mixed Asset MYR Bal - Malaysia (Islamic)
CIMB Islamic Balanced

Note : Click on fund to download fund factsheet. For Public Mutual, all their fund factsheets are lumped into a single document. To download:
  • Public Series Funds, Click HERE
  • PB Series Funds, Click HERE
Total Number of Awards according to Fund Houses

Fund House
No. Awards
Public Mutual
14
Hwang
6
Eastspring
5
Kenanga
3
MAAKL
2
Pacific Mutual
2
Saham Sabah
2
Amanah Mutual
1
Am Investment
1
Apex Investment Services
1
CIMB
1
Inter-Pacific Asset Maagement
1
Pheim
1
Total
40

Summary of The Edge-Lipper 2013 Awards
This is my personal summary for the awards:
  • Comeback Kid : Public Mutual (14 Awards this year as compared to 6 in 2012)
  • Biggest Loser : CIMB (Won only 1 for 2013 as compared to 6 in 2012 and also lost the overall title to Am Investment)
  • Most Improved : Eastspring (Won 4 for 2013 as compared to 0 in 2012)
  • Newcomer : Saham Sabah
  • Most Consistent : Hwang and Kenanga
And I just can't help but to bring this up...

It's official...we're NO MORE the best :(
What does it feel like to eat humble pie this year???

Cheers and Happy Investing!

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