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Award winning funds in Fundsupermart 2010 February 24, 2010
Every year, the Lipper Fund Awards are held to honour funds that have excelled in delivering consistently strong risk-adjusted performance, relative to their peers.
Author : FSM


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Every year, the Lipper Fund Awards are held to honour funds that have excelled in delivering consistently strong risk-adjusted performance, relative to their peers. It takes place in 21 countries in Asia, Europe, MENA, and the Americas.

In Malaysia, the awards presentation was held recently on February 23, 2010 and took place at the Kuala Lumpur Convention Center.

Fundsupermart carries part of the award-winning funds and would like to congratulate OSK-UOB Unit Trust Management, AmInvestment Services Berhad and Pacific Mutual Fund Berhad on their win in the following categories:

OSK-UOB Smart Balanced Fund, winner of 5 year Best Mixed Asset Balance Fund

AMDynamic Bond, winner of 3 to 5 years Best Bond Fund

AMInvestment Services Berhad, winner of Best Bond Fund House

Pacific Mutual Fund Berhad, winner of Best Equity Fund House and Best Mixed Asset Fund House

The following are the cumulative return and annualized returns for the two winning funds over the last 5 years:


Cumulative Return (%)

AmDynamic Bond

OSK-UOB Smart Balanced Fund

1-Year

11.3

22.1

2-Year

18.5

-7.0

3-Year

28.0

36.7

4-Year

44.8

106.4

5-Year

60.9

101.3

Source: iFAST Compilations, data as at 31 Dec 2009, on NAV-to-NAV basis

Annualised Return (%)

AmDynamic Bond

OSK-UOB Smart Balanced Fund

1-Year

11.3

22.1

2-Year

8.9

-3.5

3-Year

8.6

11.0

4-Year

9.7

19.9

5-Year

10.0

15.0

Source: iFAST Compilations, data as at 31 Dec 2009, on NAV-to-NAV basis

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This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus and if necessary, consulting with financial or other professional advisers. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website.