Public Mutual biggest winner at the 2019 Lipper Fund Awards from Refinitiv

Pada 25 March yang lepas telah berlangsungnya satu majlis penganugerahan yang mengiktiraf dana-dana unit trust yang paling terbaik. Sebanyak 79 anugerah disampaikan, merangkumi lima anugerah kumpulan, 20 anugerah untuk dana konvensional, 36 anugerah untuk dana simpanan dan 18 anugerah untuk dana Islam. Public Mutual Berhad telah muncul sebagai penerima anugerah terbanyak pada majlis itu.

Anugerah itu mengiktiraf prestasi terbaik sesuatu dana sepanjang 2018.

Public Mutual Berhad mengulangi kemenangan di Lipper Fund Awards from Refinitiv 2019 dengan memenangi 28 anugerah dana dan satu kumpulan anugerah. Ia memecahkan rekod untuk jumlah paling banyak dana Lipper yang dimenangi oleh satu syarikat dalam satu tahun.

Berikut adalah senarai penuh pemenang:

GROUP AWARD WINNERS

AWARD	COMPANY
Best Bond Group (Provident)	RHB Asset Management Sdn Bhd
Best Equity Group	Maybank Asset Management Group Bhd
Best Equity Group (Provident)	Eastspring Investments Bhd
Best Equity Group (Islamic)	Public Mutual Bhd
Best Mixed Asset Group (Provident)	Affin Hwang Asset Management Bhd

 INDIVIDUAL AWARD WINNERS 

DURATION: 3 YEARS

AWARD	FUND
Bond MYR	Public Enterprises Bond
Bond MYR (Provident)	Libra BondEXTRA
Bond MYR (Islamic)	PB Aiman Sukuk
Equity Asia-Pacific	Public Far-East Alpha-30
Equity Asia-Pacific (Provident)	PB Islamic Asia Strategic Sector
Equity Asia Pacific ex Japan	PB China ASEAN Equity
Equity Asia Pacific ex Japan (Provident)	Affin Hwang Select APAC ex-Japan Dividend MYR
Equity Asia Pacific ex Japan (Islamic)	Maybank Asiapac Ex-Japan Equity-I
Equity Global (Provident)	Public Global Select
Equity Malaysia	Areca equityTrust
Equity Malaysia (Provident)	AmMalaysia Equity
Equity Malaysia (Islamic)	PMB Shariah Premier
Equity Malaysia Diversified (Provident)	Affin Hwang Select Opportunity
Equity Malaysia Income	PB Dividend Builder Equity
Equity Malaysia Income (Provident)	Hong Leong Dividend
Equity Malaysia Income (Islamic)	Public Islamic Dividend
Equity Malaysia Small and Mid-Cap	Public Select Treasures Equity
Equity Malaysia Small and Mid-Cap (Provident)	Eastspring Investments Small-cap
Equity Malaysia Small and Mid-Cap (Islamic)	Public Islamic Select Treasures
Mixed Asset MYR Balanced - Global (Provident)	Affin Hwang Select Balanced
Mixed Asset MYR Balanced - Malaysia	TA Income
Mixed Asset MYR Balanced - Malaysia (Provident)	AmBalanced
Mixed Asset MYR Balanced - Malaysia (Islamic)	Public Islamic Growth Balanced
Mixed Asset MYR Conservative	PB Mixed Asset Conservative
Mixed Asset MYR Conservative (Provident)	Eastspring Investments Asia Select Income
Mixed Asset MYR Conservative (Islamic)	Public Ehsan Mixed Asset Conservative
Mixed Asset MYR Flexible	Manulife Investment-CM Flexi
Mixed Asset MYR Flexible (Provident)	Manulife Investment-HW Flexi
Mixed Asset MYR Flexible (Islamic)	Public Islamic Asia Tactical Allocation

DURATION: 5 YEARS

AWARD	FUND
Bond MYR	Public Enterprises Bond
Bond MYR (Provident)	Libra BondEXTRA
Bond MYR (Islamic)	RHB Islamic Bond
Equity Asia Pacific	PB China Pacific Equity
Equity Asia Pacific (Provident)	PB Islamic Asia Strategic Sector
Equity Asia Pacific ex Japan	PB China ASEAN Equity
Equity Asia Pacific ex Japan (Provident)	Manulife Investment Asia-Pacific Ex Japan
Equity Asia Pacific ex Japan (Islamic)	Public Islamic Asia Leaders Equity
Equity Global (Provident)	CIMB-Principal Global Titans
Equity Malaysia	Areca equityTrust
Equity Malaysia (Provident)	Hong Leong Penny Stock
Equity Malaysia (Islamic)	PMB Shariah Premier
Equity Malaysia Diversified (Provident)	Affin Hwang Select Opportunity
Equity Malaysia Income	Public Dividend Select
Equity Malaysia Income (Provident)	Hong Leong Dividend
Equity Malaysia Income (Islamic)	Public Islamic Savings
Equity Malaysia Small and Mid-Cap (Provident)	Eastspring Investments Small-cap
Mixed Asset MYR Balanced - Global (Provident)	TA Asia Pacific Islamic Balanced
Mixed Asset MYR Balanced - Malaysia	TA Income
Mixed Asset MYR Balanced - Malaysia (Provident)	Hong Leong Balanced
Mixed Asset MYR Balanced - Malaysia (Islamic)	Dana Makmur Pheim
Mixed Asset MYR Conservative (Provident)	Eastspring Investments Asia Select Income
Mixed Asset MYR Flexible	Public Tactical Allocation
Mixed Asset MYR Flexible (Provident)	Eastspring Investments Dynamic
Mixed Asset MYR Flexible (Islamic)	Public Islamic Asia Tactical Allocation

DURATION: 10 YEARS

AWARD	FUND
Bond MYR	Public Bond
Bond MYR (Provident)	RHB Islamic Bond
Bond MYR (Islamic)	RHB Islamic Bond
Equity Asia Pacific (Provident)	Public Asia Ittikal
Equity Asia Pacific ex Japan	PB China ASEAN Equity
Equity Asia Pacific ex Japan (Provident)	CIMB-Principal Equity Income
Equity Global (Provident)	Public Global Select
Equity Malaysia	Areca equityTrust
Equity Malaysia (Provident)	Eastspring Investments Dana al-Ilham
Equity Malaysia (Islamic)	Eastspring Investments Dana al-Ilham
Equity Malaysia Diversified (Provident)	Affin Hwang Select Opportunity
Equity Malaysia Income	Public Dividend Select
Equity Malaysia Income (Provident)	Eastspring Investments Equity Income
Equity Malaysia Small and Mid-Cap (Provident)	Eastspring Investments Small-cap
Mixed Asset MYR Balanced - Global (Provident)	Affin Hwang Select Balanced
Mixed Asset MYR Balanced - Malaysia (Provident)	Dana Makmur Pheim
Mixed Asset MYR Balanced - Malaysia (Islamic)	Dana Makmur Pheim
Mixed Asset MYR Conservative (Provident)	Eastspring Investments Dana al-Islah
Mixed Asset MYR Flexible (Provident)	Eastspring Investments Dana Dinamik
Mixed Asset MYR Flexible (Islamic)	Eastspring Investments Dana Dinamik

5 good reasons why you should invest in unit trusts:

1. You don’t need to be an expert

Unlike some other types of investments, you don’t need to be an expert or possess years of financial knowledge to reap profits. Unit trusts are collective investment schemes which pool investment money from multiple people.

These collective investment portfolios are then managed by experienced and skilled fund managers. By having experts do the hard work, unit trusts are an ideal solution for novices and busy people.

There is no need to worry about the best times to buy or sell your investments. The risks are kept to a minimum thus you can start building your wealth straight away!

2. You don’t need a big income

Most unit trust providers give you the option to either invest in lump sums or smaller, regular amounts each month through a debit order. The latter option makes it possible for those on a limited income to slowly accumulate large amounts of investments.

Furthermore, by pooling your money together with other people, you can now afford to buy assets that are ordinarily only available to wealthy investors. The cost of some shares is far too expensive for regular individuals so the collective nature of unit trusts provides a solution towards this problem.

3. Invest in a diverse portfolio

The fund managers who take care of your unit trust funds usually diversify the investment towards a variety of assets. This normally includes stocks or equity funds, bond funds, corporate bonds, money market funds, REIT funds, property funds and many more.

By spreading the money across a diverse portfolio, your overall investment risks are reduced. If one investment doesn’t work out, you won’t lose your entire savings. However, this also translates to the opposite scenario.

If one investment does incredibly well, your entire holding won’t rise in value to that extent. But this brings us back to our earlier point – unit trusts are meant for novices and busy people. Once you have the experience and expertise, you can try your hands at riskier (and possibly more lucrative) investments.

4. Safe and secure investment

Although a fund manager makes decisions on your behalf, he or she can’t access your cash. The interests of you, the unitholder, are protected by the appointment of an independent trustee to hold the fund’s assets on behalf of the unitholders.

The laws (and the guidelines by the Securities Commission Malaysia) surrounding unit trusts make it hard for others to steal your money and this helps reduce the investment risks for investors.

5. Ease of liquidity

Unlike some other investments that lock your money away for fixed periods, unit trusts have a higher level of liquidity. You can readily convert your units into cash at the following day’s unit buying price.

Furthermore, you do not have to pay penalties when you choose to do this. This is especially an advantage in cases of emergencies or when you need your money on short notice.

Compare this, if you will, to some other investments (like fixed deposits) that tie up your money for years. They will require you to pay a big amount of money if you opt to access your investment any sooner.