Research
RESEARCH ARTICLES
Title View Date
Market Valuation as of 7 September 2018 1097 September 12, 2018
Market Valuation as of 31 August 2018 882 September 3, 2018
Emerging market – Any silver lining amid volatility? 6260 August 30, 2018
Market Valuation as of 24 August 2018 922 August 28, 2018

RECOMMENDED FUNDS

Funds That We Recommend

We have selected a range of recommended funds that invest into the sectors that we have frequent coverage of. These funds are selected based on their performance vis-à-vis peers over the medium to long term, comparison of their expense ratios with their peers and the fund's resiliency during periods of market downturns. We have a more detailed write-up on why we like these funds; click here to find out more.

RECOMMENDED PORTFOLIOS
Portfolio Name Total Return (%)
Moderately Aggressive (Islamic) 4.64
Balanced (Islamic) 9.95
Moderately Conservative (Islamic) 13.49
Moderately Conservative 30.62
Balanced 33.19
Moderately Aggressive 35.83

After understanding our research methodology and market views, the next step would be to form a diversified portfolio which consists largely of our recommended funds. We started these portfolios on 20 November 2002 with $20,000 and added $1,000 to these portfolios on a monthly basis. The returns shown here are calculated based on the internal rate of return (IRR) approach, which takes into account the monthly cash flows added to the portfolio. IRR figures are as at end August 2008.

SECTOR STAR RATINGS
REGIONAL STAR RATINGS
Asia ex-Japan
Europe
Emerging Markets
Japan
US