The Prudential Asia Pacific Shariah Equity Fund ranked top among Asia ex-Japan Equity funds for the three-year period ended March 2011. It was also the best performing Asia ex-Japan Equity fund in 2008 partly due to the fund’s lack of exposure in the financial sector. The fund has the highest resilience during market corrections and downturns and scored the highest under our risk criterion. However, the fund’s expense ratio was the highest among the five funds in the Asia ex-Japan Equity category. We like this fund for its relatively strong performance and high resilience.

The fund invested 34.4% of its assets in Taiwan and Hong Kong and 18.9% in Australia (as at 31 March 2011). As Asia ex-Japan’s capital markets are still developing and tend to have higher speculative fund flows, Asia ex-Japan equity funds tend to exhibit higher volatility. Asia ex-Japan economies, supported by the region’s strong domestic demand, would continue on with its robust growth in the long term. However, investors should take note of inflationary pressures emerging in this region over the short- to medium-term. This fund is suitable for investors who have a long-term view of Asia ex-Japan markets with moderate risk appetite.

Buy Fund    View Fact Sheet    Back to Top

The OSK-UOB Asia Active Allocation Fund ranked top among Asia ex-Japan Balanced funds for the past three-year period ended March 2011. It was also the best performing fund in this category in 2009. In terms of resilience, the fund has a moderate level of resilience during market corrections and downturns as it ranked second under our risk criterion, out of the 3 funds in this category. The fund’s expense ratio was slightly lower than the average of funds in this category. We like this fund for its relatively strong performance and low expense ratio.

The fund invested 47.5% of its assets in Hong Kong capital markets and 18.8% in South Korean capital markets (as at 31 March 2011). While the fund is denominated in RM, investors should note that there is exposure to foreign currency risk. This fund is suitable for investors who wish to benefit from regional diversification through equities and bonds with more exposure to North Asian capital markets.

Buy Fund    View Fact Sheet    Back to Top

The RHB Global Multi Manager Fund ranked top among Global Balanced funds for the past three-year, two-year and one-year periods ended March 2011. It was also the best performing Global Balanced fund in 2009 and 2010. In terms of resilience, the fund has a lower level of resilience during market corrections and downturns compared to its peer and the fund’s expense ratio was slightly above its peer. We like this fund for its relatively strong performance.

The fund invested 61.2% of its assets in international equities and 28.6% in international bonds, while the remaining 10.1% is invested in Malaysian equities and bonds (as at 31 March 2011). While the fund is denominated in RM, investors should note that there is exposure to foreign currency risk. This fund is suitable for investors with lower risk appetite due to its global focus on both equities and bonds.

Buy Fund    View Fact Sheet    Back to Top

The OSK-UOB KidSave Trust ranked third under our performance criterion, out of the 25 Malaysia Balanced funds. The fund consistently performed better than the average of funds in this category over the past five years ended March 2011. In terms of resilience, the fund has high resilience during market corrections and downturns as it ranked sixth under our risk criterion. The fund’s expense ratio was the fourth lowest. We like this fund for its relatively strong performance, high resilience and low expense ratio.

The fund invested 30.4% of its assets in unquoted bonds and 17.8% in the trading/services sector (as at 31 March 2011). This fund is suitable for moderate risk investors who seek long-term capital growth and regular income as the fund focuses on Malaysian equities and bonds. This fund is also suitable for investors who wish to invest their EPF savings as the performance of the fund consistently outperformed its benchmark and peers over the past 5 years.

Buy Fund    View Fact Sheet    Back to Top

RHB GoldenLife 2020 ranked second among Malaysia Balanced funds for the past five-year, four-year and three-year periods ended March 2011. It was also the second best performing fund in this category in 2007. The fund ranked second highest under our performance criterion out of the 25 Malaysia Balanced funds. In terms of resilience, the fund has low resilience during market corrections and downturns as it ranked eighteenth under our risk criterion. The fund’s expense ratio was slightly lower than the average of its peers. We like this fund for its relatively strong performance as well as its moderate expense ratio.

The fund invested 21.7% of its assets in bonds and 18.7% in the finance sector (as at 31 March 2011). This fund is suitable for investors who are planning to retire in the year 2020 by providing a wealth accumulation vehicle for meeting their financial needs upon retirement. As the fund is an EPF-approved fund, it is also suitable for investors who wish to invest their EPF savings.

Buy Fund    View Fact Sheet    Back to Top

The OSK-UOB Growth and Income Focus Trust ranked top among Malaysia Balanced Small to Medium Companies funds for the past five-year and four-year periods ended March 2011. It was also the best performing fund in this category in 2007. The fund ranked highest under our performance criterion out of the 3 funds in this category. The fund has the lowest resilience during market corrections and downturns, coming in last under our risk criterion. However, the fund’s expense ratio was the lowest compared to its peers. We like this fund for its relatively strong performance and low expense ratio.

The fund invests in Malaysian bonds and equities of companies with market capitalisation of not more than RM750 million. As the fund invests in small to medium companies, it tends to be more volatile than general balanced funds. However, the fund has the potential to outperform the large cap Malaysia Balanced funds as small and medium companies tend to outperform large companies during market recovery. This fund is suitable for moderately aggressive investors with moderately higher risk appetite.

Buy Fund    View Fact Sheet    Back to Top

The Prudential Asia Pacific Equity Fund delivered better returns than the average of funds in the Asia ex-Japan Equity category over the past four-year, three-year, two-year and one-year periods ended March 2011. On a calendar year basis, the fund performed better than the average of funds in this category over each of the past four years. The fund has the second highest resilience during market corrections and downturns among its peers, scoring the second highest under our risk criterion. The fund’s expense ratio was the second lowest as well. We like this fund for its high resilience and its low expense ratio.

The fund invested 38.3% of its assets in Greater China region and 27.9% in Australia (as at 31 March 2011). As Asia ex-Japan’s capital markets are still developing and tend to have higher speculative fund flows, Asia ex-Japan equity funds tend to exhibit higher volatility. Asia ex-Japan economies, supported by the region’s strong domestic demand, would continue on with its robust growth in the long term. However, investors should take note of inflationary pressures emerging in this region over the short- to medium-term. This fund is suitable for investors who have a long-term view of Asia ex-Japan markets with moderate risk appetite.

Buy Fund    View Fact Sheet    Back to Top

The Alliance Global Equities Fund is a feeder fund of Fullerton Global Equities Fund. It was the top Global Equity fund for the past four-year, three-year, two-year and one-year periods ended March 2011. It was also the best performing Global Equity fund in 2007 and 2010. In terms of resilience, the fund performed below average during market corrections and downturns compared to its peers. The fund’s expense ratio was the third lowest among the 8 funds in this category. We like this fund for its relatively strong performance and low expense ratio.

The fund invests across 15 countries with 52.7% of its assets invested in fast growing Asia ex-Japan markets such as Taiwan, South Korea and Hong Kong. About 35.3% of its assets were invested in G5 markets including US, UK, France, Germany and Japan (as at 31 March 2011). This fund is suitable for investors who have a long-term view and wish to benefit from global diversification with more exposure to the Asia ex-Japan region.

Buy Fund    View Fact Sheet    Back to Top

The RHB Global Fortune Fund is a feeder fund of Allianz Global Investors Premier Funds – RCM Global High Payout Fund. It ranked third among Global Equity funds for the past four-year, three-year and one-year periods ended March 2011. It was also the best performing Global Equity fund in 2008. In terms of resilience, the fund came in second under our risk criterion among the 8 funds in this category. Also, the fund’s expense ratio was the second lowest among its peers. We like this fund for its relatively strong performance and high resilience as well as its low expense ratio.

The fund invests across 10 countries with 59.7% of its assets invested in G7 countries excluding Japan. Different from the Alliance Global Equities Fund, the fund does not invest much into the fast growing Asia ex-Japan markets. It invested 4.4% in China, 9.0% in Norway, Spain and Australia and 26.8% in other countries and cash (as at 31 March 2011). This fund is suitable for investors who have a long-term view and wish to benefit from global diversification with more exposure to developed regions.

Buy Fund    View Fact Sheet    Back to Top

AmGlobal Emerging Market Opportunities is a feeder fund of Schroder ISF Global Emerging Market Opportunities. It ranked top among Global Emerging Markets Equity funds for the past three-year and two-year periods ended March 2011. It was also the best performing Global Emerging Markets Equity fund in 2010. The fund has a higher level of resilience than its peer during market corrections and downturns. The fund’s expense ratio was much lower than its peer mainly due to its larger fund size. We like this fund for its relatively strong performance and high resilience as well as its low expense ratio.

The fund invested 29.0% of its assets in North Asian markets such as China, Hong Kong and South Korea (as at 31 March 2011). Global emerging markets have become the driver of global economic growth in recent years. As their capital markets are still developing, global emerging markets tend to have higher levels of volatility compared to developed markets. Global emerging market funds also offer better diversification and lower risk than single country/sector funds. This fund is suitable for investors who have a long-term view of global emerging markets with moderate risk appetite.

Buy Fund    View Fact Sheet    Back to Top

The Areca equityTrust Fund ranked top among Malaysia Equity funds for the past three-year period ended March 2011. It was also the best performing Malaysia Equity fund in 2008. However, the fund has a moderate level of resilience during market corrections and downturns as it ranked sixteen under our risk criterion, out of the 32 Malaysia Equity funds. In addition, the fund’s expense ratio was slightly higher than the average of funds in this category. We like this fund for its relatively strong performance as the fund scored the highest under our performance criterion.

The fund invested 24.0% of its assets in the trading/services sector and 20.0% in the finance sector (as at 31 March 2011). Private consumption is expected to continue to be the key driver of Malaysian economic growth, while the Economic Transformation Programme (ETP) will be the main driver of the equity market. Corporate earnings from the key sectors that propel the equity market such as construction, oil and gas, plantation and banking are expected to grow as the ETP unfolds. Investors should note that single country equity funds tend to be more volatile than regional or global equity funds due to the lack of geographical diversification. However, as the fund’s exposure is mainly to the RM, Malaysian investors will not experience currency risk when investing in the fund.

Buy Fund    View Fact Sheet    Back to Top

The Kenanga Growth Fund ranked top among Malaysia Equity funds for the past four-year and one-year periods ended March 2011. It was also the best performing Malaysia Equity fund in 2010. The fund has high resilience during market corrections and downturns and ranked sixth under our risk criterion, out of the 32 Malaysia Equity funds. The fund’s expense ratio was slightly lower than the average of Malaysia Equity funds. We like this fund for its relatively strong performance, high resilience and moderate expense ratio.

The fund invested 31.4% of its assets in the trading/services sector and 16.5% in the finance sector (as at 31 March 2011). Private consumption is expected to continue to be the key driver of Malaysian economic growth, while the Economic Transformation Programme (ETP) will be the main driver of the equity market. Corporate earnings from the key sectors that propel the equity market such as construction, oil and gas, plantation and banking are expected to grow as the ETP unfolds. Investors should note that single country equity funds tend to be more volatile than regional or global equity funds due to the lack of geographical diversification. However, as the fund’s exposure is mainly to the RM, Malaysian investors will not experience currency risk when investing in the fund.

Buy Fund    View Fact Sheet    Back to Top

The OSK-UOB Emerging Opportunity Unit Trust ranked top among Malaysia Equity Small to Medium Companies funds for the past five-year and four-year periods ended March 2011. It was also the best performing fund in this category in 2006, 2007 and 2008. The fund has high resilience during market corrections and downturns and ranked second under our risk criterion, out of the 3 funds in this category. The fund’s expense ratio was on par with its peers. We like this fund for its relatively strong performance, high resilience and moderate expense ratio.

The fund invests in equities of Malaysian companies with market capitalisation of not more than RM1.5 billion. As the fund is a single country fund and invests in small to medium companies, it tends to be more volatile than regional or global equity funds. However, the fund has the potential to outperform large cap Malaysia Equity funds as small and medium companies tend to outperform large companies during a market recovery. This fund is suitable for aggressive investors with higher risk appetite.

Buy Fund    View Fact Sheet    Back to Top

The Alliance Asian Bond Fund ranked top among Asia Bond funds for the past four-year, three-year, two-year and one-year periods ended March 2011. It was also the best performing Asia Bond fund in 2007, 2008, 2009 and 2010. In terms of resilience, the fund has high resilience during market downturns. Its stable performance helped reduce the volatility in our investment portfolios. However, the fund’s expense ratio was higher than its peer. We like this fund for its relatively strong performance and high resilience.

Although Asia Bond funds are slightly more volatile than Global Bond funds owing to a more concentrated geographical allocation, they can be part of an investor’s core portfolio because bonds typically have a low correlation with equities. The possible appreciation of Asian currencies against the RM may provide additional benefits to Malaysian investors. However, it also exposes Malaysian investors to Asian foreign currency risk.

Buy Fund    View Fact Sheet    Back to Top

AmBond ranked fourth under our performance criterion out of the 17 Malaysia Bond funds. In terms of resilience, the fund has high resilience during market downturns as it ranked seventh. The fund’s expense ratio was lower than the average of funds in this category. We like this fund for its consistent performance, high resilience and low expense ratio.

As Malaysian bonds play an important role in capital preservation and bonds typically have a low correlation with equities, Malaysia Bond funds should be included in investors’ portfolios. Typical risk factors associated with bond investments such as currency risk and credit risk are expected to be low as the fund is invested wholly in Malaysian bonds with investment-grade ratings.

Buy Fund    View Fact Sheet    Back to Top

AmDynamic Bond ranked top among Malaysia Bond funds for the past five-year, four-year, three-year and two-year periods ended March 2011. It was also the best performing Malaysia Bond fund in 2006 and 2009. The fund ranked highest under our performance criterion among the 17 funds in this category. In terms of resilience, the fund has high resilience during market downturns as it ranked second under our risk criterion. The fund’s expense ratio was slightly lower than the average of funds in this category. We like this fund for its consistent performance, high resilience and low expense ratio.

As Malaysian bonds play an important role in capital preservation and bonds typically have a low correlation with equities, Malaysia Bond funds should be included in investors’ portfolios. Typical risk factors associated with bond investments such as currency risk and credit risk are expected to be low as the fund is invested wholly in Malaysian bonds with investment-grade ratings.

Buy Fund    View Fact Sheet    Back to Top

AmOasis Global Islamic Equity is a feeder fund of Oasis Crescent Global Equity Fund. Although the fund did not perform as strongly as its conventional (i.e., non-Islamic) global equity peers, it has the highest resilience during market corrections and downturns, scoring the highest under our risk criterion among the 8 funds in the Global Equity category. The fund’s expense ratio was slightly higher than average. We like this fund for its high resilience.

The fund invested 82.0% of its assets in US and Europe, 8.0% in Japan and 10.0% in other countries (as at 31 March 2011). Investors should take note that the fund’s holdings are skewed toward US and Europe. Hence, investors need to be wary of over-exposure to the US and Europe regions when adding the fund into their portfolios. This fund is suitable for investors who have a long-term view and wish to benefit from global diversification with more exposure to the US and Europe regions.

Buy Fund    View Fact Sheet    Back to Top

The OSK-UOB Muhibbah Income Fund ranked top among Global Balanced funds for the past four-year period ended March 2011. It also outperformed its peer in 2008. In terms of resilience, the fund has a higher level of resilience during market corrections and downturns compared to its peer. The fund’s expense ratio was slightly lower than the RHB Global Multi Manager Fund. We like this fund for its higher resilience.

Different from the RHB Global Multi Manager Fund, the fund invested 43.1% of its assets in Malaysian capital markets and 27.4% in US capital markets (as at 31 March 2011). While the fund is denominated in RM, investors should note that there is exposure to foreign currency risk. This fund is suitable for investors who wish to benefit from global diversification through equities and bonds with more exposure to Malaysian Islamic capital markets.

Buy Fund    View Fact Sheet    Back to Top

Prudential Dana Dinamik ranked fourth under our performance criterion out of the 25 Malaysia Balanced funds. The fund consistently performed better than the average returns of funds in the Malaysia Balanced category over the past five years ended March 2011. In terms of resilience, the fund has high resilience during market corrections and downturns as it ranked fourth under our risk criterion. However, the fund’s expense ratio was the highest among funds in the Malaysia Balanced category. We like this fund for its relatively strong performance and high resilience.

The fund invested 29.1% of its assets in bonds and 23.9% in the oil and gas sector (as at 31 March 2011). This fund is suitable for moderate risk investors who seek long-term capital growth and regular income as the fund focuses on the Malaysian Islamic equities and bonds. As the fund is an EPF-approved fund, it is also suitable for investors who wish to invest their EPF savings.

Buy Fund    View Fact Sheet    Back to Top

The Kenanga Syariah Growth Fund ranked second among Malaysia Equity funds for the past four-year and one-year periods ended March 2011. It was also the third best performing Malaysia Equity fund in 2010. The fund has the highest resilience during market corrections and downturns as it ranked first under our risk criterion, out of the 32 Malaysia Equity funds. However, the fund’s expense ratio was higher than the average of funds in the Malaysia Equity category. We like this fund for its relatively strong performance and high resilience.

The fund invested 31.0% of its assets in the trading/services sector and 15.6% in the consumer products sector (as at 31 March 2011). Private consumption is expected to continue to be the key driver of Malaysian economic growth, while the Economic Transformation Programme (ETP) will be the main driver of the equity market. Corporate earnings from the key sectors that propel the equity market such as construction, oil and gas, plantation and banking are expected to grow as the ETP unfolds. Investors should note that single country equity funds tend to be more volatile than regional or global equity funds due to the lack of geographical diversification. However, as the fund’s exposure is mainly to the RM, Malaysian investors will not experience currency risk when investing in the fund.

Buy Fund    View Fact Sheet    Back to Top

Prudential Dana Al-ilham delivered better returns than the average of the 32 funds in the Malaysia Equity category over the past five-year, four-year, three-year, two-year and one-year periods ended March 2011. On a calendar year basis, the fund performed better than the average of funds in the Malaysia Equity category over the past five years. The fund has a moderate level of resilience during market corrections and downturns as it ranked fifteen under our risk criterion, out of the 32 Malaysia Equity funds. The fund’s expense ratio was slightly higher than the average of funds in the Malaysia Equity category. We like this fund for its relatively strong performance. It was also the second best Malaysia Equity Islamic fund after the Kenanga Syariah Growth Fund.

The fund invested 27.1% of its assets in the oil and gas sector and 15.2% in the construction/infrastructure sector (as at 31 March 2011). Private consumption is expected to continue to be the key driver of Malaysian economic growth, while the Economic Transformation Programme (ETP) will be the main driver of the equity market. Corporate earnings from the key sectors that propel the equity market such as construction, oil and gas, plantation and banking are expected to grow as the ETP unfolds. Investors should note that single country equity funds tend to be more volatile than regional or global equity funds due to the lack of geographical diversification. However, as the fund’s exposure is mainly to the RM, Malaysian investors will not experience currency risk when investing in the fund.

Buy Fund    View Fact Sheet    Back to Top