The best performing Greater China funds are compared according to these 4 criteria:
a. Ranking according to 5 Year Annualized returns
b. 4 weeks fund Gain/Loss ranking
c. Comparison against the Shanghai Stock Exchange (SSE) Index
d. Ranking according to Year to Date (YTD) returns
a) Top 10 funds ranked according to 5 Year Annualized Returns
 |
| Top 10 Unit Trust Funds Greater China (ranked by annualized returns) |
- CIMB-Principal Greater China Equity Fund (+11.03% per annum)
5 Years Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Dinasti Equity Fund (+8.47% per annum)
b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:
b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:
Fund Name
|
YTD as of
28th May 2015 |
YTD as of
1st July 2015 |
4 Weeks
Gain / Loss (%) |
4 Weeks Gain/
Loss Rankings |
Previous
4 Weeks Gain/Loss Rankings |
CIMB-Principal Greater China Equity
Fund
|
24.53
|
20.66
|
-3.87
|
10
|
1
|
Manulife Investment - China Value
Fund
|
26.9
|
23.09
|
-3.81
|
9
|
3
|
PB China Pacific Equity Fund
|
21.34
|
21.05
|
-0.29
|
1
|
9
|
Pacific Focus China Fund
|
19.36
|
17.81
|
-1.55
|
6
|
4
|
Eastspring Investments Dinasti Equity
Fund
|
17.92
|
17.08
|
-0.84
|
4
|
7
|
Public China Select Fund
|
21.26
|
20.54
|
-0.72
|
3
|
5
|
PB China Titans Fund
|
18.59
|
17.3
|
-1.29
|
5
|
8
|
Public China Ittikal Fund
|
12.03
|
11.4
|
-0.63
|
2
|
10
|
MAAKL Greater China Fund
|
25.18
|
22.22
|
-2.96
|
7
|
2
|
AmIslamic Greater China
|
11.17
|
8.02
|
-3.15
|
8
|
6
|
AVERAGE 4 WEEKS GAIN/LOSS (%)
|
-1.91
|
||||
Best Performing Fund over 4 weeks period:
- Non Syariah : PB China Pacific Equity Fund (Loss : -0.29%)
- Syariah : Eastspring Investments Dinasti Equity Fund (Loss : -0.84%)
Worst Performing Fund over 4 weeks period:
- Non Syariah : CIMB-Principal Greater China Equity Fund (Loss : -3.87%)
- Syariah : AmIslamic Greater China Fund (Loss : -3.15%)
c) Comparison against the Shanghai Stock Exchange (SSE) Index between 28 May 2015 to 1 July 2015
 |
| SSE Index (28 May 2015 - 1 July 2015) |
SSE Index (%) Gain/Loss : -17.97%
Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss :
(Loss : -1.91% - Out performed the SSE Index)
Non Syariah Best Performing Fund:
PB China Pacific Equity Fund : (Loss : -0.29% - Out performed the SSE Index)
Syariah Best Performing Fund:
Eastspring Investments Dinasti Equity Fund : (Loss : -0.84% - Out performed the SSE Index)
d) Top 10 funds ranked According to Year To Date (YTD) returns:
 |
| Top 10 Unit Trust Fund - Greater China (Year To Date) |
YTD Ranked 1 (Non-Islamic)
- Manulife Investment China Value Fund (YTD : +26.9%)
YTD Annualised Ranked 1 (Islamic Equity)
- Eastspring Investments Dinasti Equity Fund (YTD : +17.92%)
*********************************
For first time readers:- If this is your first time reading this review, do check out "A Guide Towards Understanding Unit Trust Performance Table". This guide will help you understand the review better.
- If you are new to unit trust investing, I'll be more then happy to share with you on how to get started on Unit Trust Investing. Just drop me an email at shanesee03@gmail.com.
By the way, don't miss out on the ongoing Sales Charge Promotion!
There is an ongoing promotion for investors to invest for as low as 0% sales charge! The promotion runs from 26th June 2015 till 31st July 2015. The fantastic thing is that some of the top performing funds from this review are also listed in the promotion. They consist of:
Greater China Funds
listed under the "Invest for as low as 0% Sales Charge Promotion"
|
Status as of 1st July
2015
|
Eastspring Investments Dinasti Equity Fund
|
No.1 ranked Islamic fund over 5 Years Annualized Return
|
For more information about the 0% Sales Charge Promotion as well as how you can start investing, just click HERE.
Cheers and Happy Investing!
Read other Top 10 Performing Unit Trust reviews:
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