Friday 7 August 2015

Top 10 Performing Greater China Unit Trust Funds as of 4th August 2015

Fund Category : Greater China
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)
5 Years Annualised Ranked 1 (Non-Islamic) 
CIMB-Principal Greater China Equity Fund (+8.09% per annum)

5 Years Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Dinasti Equity Fund (+6.52% per annum)

b) 4 Weeks Gain/Loss Ranking Table for Category Greater China Funds:


Fund Name
YTD as of
1st July 2015
YTD as of
4th Aug 2015
4 Weeks
Gain / Loss (%)
4 Weeks Gain/
Loss Rankings
Previous
4 Weeks Gain/Loss Rankings
CIMB-Principal Greater China Equity Fund
20.66
11.97
-8.69
6
10
Manulife Investment - China Value Fund
23.09
13.16
-9.93
9
9
PB China Pacific Equity Fund
21.05
13.71
-7.34
4
1
Eastspring Investments Dinasti Equity Fund
17.08
11.51
-5.57
2
4
Pacific Focus China Fund
17.81
8.95
-8.86
7
6
Public China Select Fund
20.54
12.92
-7.62
5
3
PB China Titans Fund
17.3
7.53
-9.77
8
5
Public China Ittikal Fund
11.4
5.45
-5.95
3
2
MAAKL Greater China Fund
22.22
11.29
-10.93
10
7
AmIslamic Greater China
8.02
4.61
-3.41
1
8
AVERAGE 4 WEEKS GAIN/LOSS (%)
-7.81
Best Performing Fund over 4 weeks period: 
  • Non Syariah : PB China Pacific Equity Fund (Loss : -7.34%)
  • Syariah : AmIslamic Greater China (Loss : -3.41%)
Worst Performing Fund over 4 weeks period:
  • Non Syariah : MAAKL Greater China Fund (Loss : -10.93%)
  • Syariah : Public China Ittikal Fund (Loss : -5.95%)

c) Comparison against the Shanghai Stock Exchange (SSE) Index between 1 July 2015 to 4 August 2015


SSE Index (1 July 2015 - 4 August 2015)
SSE Index (%) Gain/Loss : -12.17%

Comparison With:
Average Top 10 Unit Trust Equity (%) Gain/Loss : 
(Loss : -7.81% - Out performed the SSE Index)

Non Syariah Best Performing Fund:
PB China Pacific Equity Fund (Loss : -7.34% - Out performed the SSE Index)

Syariah Best Performing Fund:
AmIslamic Greater China : (Loss : -3.41% - 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) 
PB China Pacific Equity Fund (YTD : +13.71%)

YTD Annualised Ranked 1 (Islamic Equity) 
- Eastspring Investments Dinasti Equity Fund (YTD : +11.51%)



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