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最新LIPPER,NORMANDY & MORNINGSTAR FUND TABLE排行榜！
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http://awards.lipperweb.com/malaysia/index.aspx
根据2008年2月份的PERSONAL MONEY本地财经杂志第70页-73页的公布数据。
在下预测这次大众信托与侨丰-大华信托将会是这一届的信托基金颁奖典礼的大赢家！
因为LIPPER近两年已经取消1年组的成绩颁奖名单。
所以目前保留的组别分别是3年，5年与10年组的颁奖名单。
共勉之
 
3年组
BOND MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.OSK-UOB Smart Income 37.46%
2.AmDynamic Bond 35.85%
3.CIMB-Principal Strategic Bond 29.63%
4.PB Fixed Income 21.63%
5.CIMB-Principal Institutinal Bond 20.54%
6.Phiem Income 20.95%
7.Public Bond 18.62%
8.OSK-UOB Income 18.26%
9.AmBond 17.67%
10.Alliance Moneyplus 17.28%
ISLAMIC BOND MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.AMBon Islam 18.33%
2.Public Islamic Bond 17.02%
3.ING Bond Islam 15.79%
4.MAAKL As-Saad 14.90%
5.Pacific Dana Murni 11.50%
6.RHB Islamic Bond 10.39%
7.SBB Dana Al-Hafiz 10.00%
8.ASBI Dana AL-Fakhim 9.42%
9.HLG Dana Munir 8.29%
10.AMB Dana Arif 7.48%
EQUITY MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.OSK-UOB Smart Treasure 142.57%
2.PB Growth 119.16%
3.Public Aggressive Growth 103.67%
4.CMS Premier 102.96%
5.AMB Value Trust 96.78%
6.Public Industry 89.59%
7.SBB Strategic Equity 82.03%
8.OSK-UOB KLCI Tracker 80.45%
9.AMB Ethical Trust 80.27%
10.SBB Secctor Rotation 78.86%
ISLAMIC EQUITY MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.CMS ISLAMIC 123.64%
2.ING EKUITI ISLAM 97.16%
3.CIMB ISLAMIC DALI EQUITY 86.81%
4.MAAKL AL-FAID 83.41%
5.PUBLIC ITTIKAL 81.65%
6.PUBLIC ISLAMIC EQUITY 74.49%
7.MAAKL SYARIAH INDEX 73.23%
8.SBB DANA AL-IKHLAS 73.16%
9.ALLIANCE DANA ADIB 71.34%
10.KENANGA SYARIAH GROWTH 69.84%
SM&MID CAP EQUITY MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.PUBLIC SMALLCAP 97.95%
2.MAAKL PROGESS 96.54%
3.OSK-UOB EMERGING OPP 94.97%
4.PUBLIC FOCUS SELECT 75.57%
5.ALLIANCE VISION 73.53%
6.OSK-UOB SMALL CAP OPP 70.00%
7.PRU SMALLCAP 52.84%
8.PACIFIC PEARL 52.26%
9.CIMB-PRINCIPAL HIDDEN TREASURES 51.23%
10.AUTB PROGRESS 34.62%
MIXED ASSET EQUITY MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.OSK-UOB SMART BALANCED 116.82%
2.PB BALANCED 74.63%
3.PUBLIC BALANCED 68.86%
4.OSK-UOB KIDSAVE 61.41%
5.CMS BALANCED 55.65%
6.CIMB-PRINCIPAL BALANCED RETURNS 52.99%
7.AVENUE VERSATILE EXTRA 52.97%
8.KUMPULAN MODAL BUMIPUTRA PAHANG 50.33%
9.AM BALANCED 46.59%
10.SBB RETIREMENT BALANCED 46.55%
ISLAMIC MIXED ASSET EQUITY MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.APEX DANA AL-FAIZ-I 66.00%
2.ASBI DANA AL-FALAH 55.76%
3.CMS ISLAMIC BALANCED 55.72%
4.ASBI DANA AL-MUNSIF 51.23%
5.AMISLAMIC BALANCED 49.37%
6.PRUDANA DINAMIK 42.72%
7.CIMB-PRINCIPAL LIFETIME DANA BARAKAH 41.32%
8.DANA ISLAMIC AFFIN 37.91%
9.SBB DANA AL-MISAN 35.71%
10.DANA MAKMUR PHIEM 35.32%
MONEY MARKET MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.AMINCOME PLUS 12.25%
2.AVENUE MONEY EXTRA 10.37%
3.PUBLIC MONEY MARKET 9.63%
4.MAAKL MONEY MARKET 9.60%
5.AMINCOME 9.15%
6.CIMB-PRINCIPAL XCESS CASH 8.86%
7.PRU CASH MANAGEMENT 8.85%
8.PHILLIP MASTER MONEY MARKET 8.77%
9.SBB MONEY MARKET 7.95%
10.AMCASH MANAGEMENT 6.68%
[ 本帖最后由 Takumi 于 4-5-2008 08:55 PM 编辑 ] |
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楼主 |
发表于 24-2-2008 01:56 AM
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5年组
BOND MYR(TOP 10) Investment Return(31/12/02 - 31/12/07)
1.PHIEM INCOME 46.46%
2.PB Fixed Income 40.89%
3.PUBLIC Bond 36.74%
4.ALLIANCE MONEYPLUS 31.38%
5.AFFIN CAPITAL 30.86%
6.AVENUE BOND EXTRA 30.84%
7.MAAKL BOND 29.41%
8.PRU BOND 26.96%
9.AVENUE INCOME EXTRA 26.94%
10.CIMB-PRINCIPAL BOND 26.08%
ISLAMIC BOND MYR(TOP 4) Investment Return(31/12/02 - 31/12/07)
1.PUBLIC ISLAMIC BOND 37.14%
2.AmBond Islam 24.25%
3.RHB Islamic Bond 21.84%
4.ASBI Dana Al-Fakhim 20.81%
EQUITY MYR(TOP 10) Investment Return(31/12/02 - 31/12/07)
1.PB Growth 250.79%
2.CMS Premier 204.79%
3.Public Aggressive Growth 187.82%
4.Public Industry 180.53%
5.OSK-UOB KLCI Tracker 170.01%
6.HWANGDBS Select Opp 163.86%
7.Public Equity 162.72%
8.TA Comet 148.20%
9.Public Growth 147.51%
10.OSK-UOB Equity 147.24%
ISLAMIC EQUITY MYR(TOP 10) Investment Return(31/12/02 - 31/12/07)
1.CMS ISLAMIC 214.74%
2.PUBLIC ITTIKAL 167.15%
3.HWANGDBS DANA IZDIHAR 147.27%
4.PRUDANA AL-ILHAM 143.41%
5.MAAKL SYARIAH INDEX 140.29%
6.KENANGA SYARIAH GROWTH 124.76%
7.TA ISLAMIC 122.43%
8.CIMB ISLAMIC DALI EQUITY GROWTH 114.21%
9.CIMB ISLAMIC EQUITY AGGRESSIVE 106.93%
10.OSK-UOB DANA ISLAM 105.50%
SM&MID CAP EQUITY MYR(TOP 9) Investment Return(31/12/02 - 31/12/07)
1.PUBLIC SMALLCAP 197.85%
2.MAAKL PROGESS 170.48%
3.ALLIANCE VISION 145.57%
4.OSK-UOB SMALL CAP OPP 131.40%
5.PRUSMALL CAP 131.29%
6.PACIFIC PEARL 122.05%
7.AUTB PROGESS 73.76%
8.APEX SMALL CAP 69.22%
9.CIMB-PRINCIPAL SMALL CAP 2 51.20%
MIXED ASSET EQUITY MYR(TOP 10) Investment Return(31/12/02 - 31/12/07)
1.PB BALANCED 145.78%
2.PUBLIC BALANCED 120.27%
3.Avenue Versatile EXTRA 112.55%
4.CIMB-PRINCIPAL BALANCED 111.39%
5.PRU BALANCED 109.57%
6.OSK-UOB KIDSAVE 105.56%
7.CMS BALANCED 105.32%
8.PHEIM EMERGING COMP BALANCED 95.73%
9.CIMB-PRINCIPAL BALANCED GROWTH 94.17%
10.HLG BALANCED 90.80%
ISLAMIC MIXED ASSET EQUITY MYR(TOP 9) Investment Return(31/12/02 - 31/12/07)
1.DANA MAKMUR PHEIM 102.14%
2.ASBI DANA AL-MUNSIF 75.71%
3.ASBI DANAAL-FALAH 73.38%
4. Avenue Syariah EXTRA 65.96%
5.CIMB ISLAMIC BALANCED 62.41%
6.DANA ISLAMIAH AFFIN 59.85%
7.RHB MUDHARABAH 47.74%
8.PRUDANA AL-ISLAH 46.82%
9.AMB DANA IKHLAS 38.34%
MONEY MARKET MYR(TOP 3) Investment Return(31/12/02 - 31/12/07)
1.AVENUE MONEY EXTRA 16.77%
2.AM INCOME 15.67%
3.AMCASH MANAGEMENT 10.62%
[ 本帖最后由 Takumi 于 25-2-2008 01:04 PM 编辑 ] |
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楼主 |
发表于 24-2-2008 11:08 PM
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以下排行榜的基金上市还没满至少3年的。
所以顶多暂时能放1年的投资回酬表现。
共勉之
EQUITY ASIA PACIFIC(TOP 6) Investment Return(29/12/06 - 31/12/07)
1.PUBLIC FAR EAST SELECT 46.51%
2.PUBLIC REGIONAL SECTOR 39.84%
3.PB ASIA EQUITY 36.59%
4.CIMB-PRINCIPAL ASIAN EQUITY 12.27%
5.PACIFIC ASIA BRANDS 9.19%
6.OSK-UOB ASIA PACIFIC 8.41%
ISLAMIC EQUITY ASIA PACIFIC(TOP 2) Investment Return(29/12/06 - 31/12/07)
1.PUBLIC ASIA ITTIKAL 25.69%
2.CIMB ISLAMIC ASIA PACIFIC EQUITY 16.01%
EQUITY ASIA PACIFIC EX JAPAN(TOP 8) Investment Return(29/12/06 - 31/12/07)
1.TA SOUTH EAST ASIA EQUITY 38.41%
2.CIMB-PRINCIPAL EMERGING ASIA 33.52%
3.PUBLIC FAR EAST DIVIDEND 32.49%
4.RHB DIVIDEND VALUED EQUITY 29.90%
5.MAAKL PACIFIC 18.80%
6.HLG ASIA-PACIFIC DIVIDEND 14.83%
7.PHIEM ASIA EX-JAPAN 14.49%
8.PRUASIA PACIFIC EQUITY 7.81%
EQUITY GLOBAL(TOP 9) Investment Return(29/12/06 - 31/12/07)
1.HWANGDBS GLOBAL OPP 31.31%
2.ALLIANCE GLOBAL EQUITIES 15.70%
3.PACIFIC S & P GLOBAL STARS 9.32%
4.PUBLIC GLOBAL SELECT 4.17%
5.PRUGLOBAL LS 2.60%
6.CIMB-PRINCIPAL GLOBAL TITANS 1.67%
7.CIMB-PRINCIPAL GLOBAL GROWTH 0.98%
8.OSK-UOB GLOBAL EQUITY YIELD -0.17%
9.GLOBAL FORTUNE -2.71%
[ 本帖最后由 Takumi 于 24-2-2008 11:37 PM 编辑 ] |
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楼主 |
发表于 26-2-2008 12:12 AM
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楼主 |
发表于 27-2-2008 12:21 PM
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http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_58e2e9bb-cb73c03a-1d7b2220-dcecbb94
27-02-2008: Public Mutual the overall winner at The Edge-Lipper awards
By Lim Shie-Lynn
Email us your feedback at fd@bizedge.com
KUALA LUMPUR: Public Mutual Bhd has emerged as the Best Equity Fund Group, scooping up seven individual awards at The Edge-Lipper Malaysia Fund Awards 2008.
Public Mutual garnered awards in non-Islamic bonds, equities, equities Malaysia small and mid caps, mixed assets and Islamic equity Malaysia for the five-year period. It also won awards in bond Malaysian Ringgit and Islamic equity Malaysia for the 10-year period.
Public Mutual chairman Tan Sri Dr Teh Hong Piow attributed the company’s fifth consecutive win to effective investment strategies. The fund manager is the largest private unit trust company and it manages some 58 funds, of which the total net asset value stood at RM28.4 billion as at Dec 31, 2007.
Alliance Investment Management Bhd bagged the best performing fund under the mixed asset balance under a 10-year period for the second time. Alliance Financial Group’s group chief executive officer Datuk Bridget Lai said: “Winning the award is an honour and doing so two years in a row is an added achievement.”
Speaking at the awards presentation ceremony here yesterday, The Edge Communications Sdn Bhd managing director and editor-in-chief Ho Kay Tat said investors’ need for timely and in-depth information was growing as fund houses offered more sophisticated products for investors to invest in agribusiness sector, climate change-themed funds, precious metals and Indo-china.
“The ability to invest in a wide universe is, however, a double-edged sword as investors in sectors hit by subprime crisis would know. Global investors need to be on top of many issues like movements of currencies, global outlook and the latest investing themes,” he said.
The Edge-Lipper Malaysia Fund Awards are given to the best performing unit trust funds in Malaysia over the three-, five- and 10-year periods where winners are determined based on the Lipper Leader ratings for Consistent Return, a risk adjusted investment performance return measure developed by Lipper.
Only funds that have done well over a period of three years and beyond are recognised, in line with the practice adopted by the global Lipper Fund Awards. Some 17 awards covering seven fund categories were given out this year, including Islamic funds that topped their respective Lipper classification.
恭喜！恭喜！
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发表于 27-2-2008 12:31 PM
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ISLAMIC EQUITY MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.CMS ISLAMIC 123.64%
2.ING EKUITI ISLAM 97.16%
ISLAMIC EQUITY MYR(TOP 10) Investment Return(31/12/02 - 31/12/07)
1.CMS ISLAMIC 214.74%
2.PUBLIC ITTIKAL 167.15%
砂朥越日光信托的CMS ISLAMIC好劲喔！不只在10大回教股票基金排行版遥遥领先，
还将老二远远抛离！
EQUITY MYR(TOP 10) Investment Return(31/12/02 - 31/12/07)
1.PB Growth 250.79%
2.CMS Premier 204.79%
3.Public Aggressive Growth 187.82%
EQUITY MYR(TOP 10) Investment Return(31/12/04 - 31/12/07)
1.OSK-UOB Smart Treasure 142.57%
2.PB Growth 119.16%
3.Public Aggressive Growth 103.67%
4.CMS Premier 102.96%
CMS Premier虽然没排第一，但表现也还让人满意，
我那没有经济和投资常识的老爸还真有眼光，
投资了这两项基金，现在对CMS Trust 赞不绝口！
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发表于 27-2-2008 01:43 PM
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恭喜。。。恭喜～
takumi大大，既然分到奖了。。。那接下来有没有什么offer。。。 |
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发表于 27-2-2008 02:01 PM
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发表于 27-2-2008 05:38 PM
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大大好像搞针对啊～
但是不是真的～？ |
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楼主 |
发表于 27-2-2008 06:16 PM
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我从来不会做坏市场的次序。
任何谣言的中伤，我会向版主请示。
有心人请自重。 |
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楼主 |
发表于 27-2-2008 06:18 PM
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原帖由 summeRain 于 27-2-2008 01:43 PM 发表 
恭喜。。。恭喜～
takumi大大，既然分到奖了。。。那接下来有没有什么offer。。。
还不知道。
应该近期会再有好消息公布了。
共勉之
http://www.publicmutual.com.my/article.aspx?id=6517
| Public Mutual emerged as the biggest winner for the 5th consecutive year at The Edge-Lipper Malaysia Fund Awards 2008 |
| | Public Bank’s wholly-owned subsidiary, Public Mutual emerged for the fifth consecutive year as the biggest winner at The Edge-Lipper Malaysia Fund Awards 2008 by winning 8 of the 20 awards, including the Lipper award for Best Equity Group for 3 years category.
Public Mutual’s Chairman Tan Sri Dato’ Sri Dr. Teh Hong Piow said that he is very proud that Public Mutual continues to win the most number of awards at this year’s The Edge-Lipper Malaysia Fund Awards. “The icing of the cake is this is the fifth straight time that we have done it,” he added.
He attributed the company’s success to its effective investment strategies. He also thanked the fundholders for their confidence and support.
The awards were presented by Y.Bhg Dato’ Zarinah Anwar, Chairman of the Securities Commission Malaysia to Public Mutual’s Chief Executive Officer, Yeoh Kim Hong and the investment team during the award presentation ceremony which was held on 26 February 2008 at the Hilton Kuala Lumpur Hotel.
The 8 awards won by Public Mutual are:
Fund | Award Categories | Public Mutual Berhad: Best Equity Group Award, 3 Years
| PB Fixed Income Fund
| Bond Malaysian Ringgit, 5 years
| PB Growth Fund
| Best Equity Malaysia Fund, 5 years
| Public SmallCap Fund
| Best Equity Malaysia Small and Mid Caps Fund, 5 years
| PB Balanced Fund
| Best Mixed Asset Malaysian Ringgit Balanced Fund, 5 years
| Public Ittikal Fund
| Best Equity Malaysia Fund, 5 years
| Best Equity Malaysia Fund, 10 years
| Public Bond Fund
| Best Bond Malaysian Ringgit Fund, 10 years
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Public Mutual is the largest private unit trust company in Malaysia, and it manages 58 funds for more than 1,650,000 accountholders. As at 31 December 2007, the total NAV of the funds managed by the company was RM28.4 billion.
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发表于 27-2-2008 06:38 PM
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要是购买又送１％的话。。。马上扑去买～ |
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发表于 27-2-2008 07:11 PM
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发表于 27-2-2008 08:05 PM
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原帖由 投名狀 于 27-2-2008 07:11 PM 发表 
等那么多獎也沒有用啦，那些投資外國的都蒙受虧損。騙錢就有。
去mataliao報mata
在這里嚷嚷沒有用的 回無到水 |
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发表于 27-2-2008 08:28 PM
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发表于 27-2-2008 08:30 PM
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原帖由 投名狀 于 27-2-2008 08:28 PM 发表
至少給大家知道一些真相，無良的代理欺騙人，企圖誤導。
這些代理和馬華的人沒有兩樣都是走狗。
誰是無良代理？ |
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发表于 27-2-2008 08:34 PM
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发表于 27-2-2008 09:04 PM
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原帖由 投名狀 于 27-2-2008 08:34 PM 发表
我不能夠指名道姓，因為他們好像小孩子，小小事情按報告版主這么幼稚的事情也敢做。
好像馬華的黨員一樣，叫他們辯論就不敢了。
如果你看不懂华文的话,请你朋友或是兄弟姐妹.....代读以下句子给你听.
你要说政治的话.....请到政经那里.这里是财经......谢谢合作. |
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发表于 28-2-2008 02:21 AM
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发表于 28-2-2008 09:35 AM
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你一直投诉大众代理。。。又不肯说出名字～又把卖华带进这里。。。请你尊重你本身的人格～ |
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