FSMOne releases its annual Recommended Unit Trusts 2021/22

FSMOne releases its annual Recommended Unit Trusts 2021/22
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FSMOne Malaysia (FSMOne) announced its annual Recommended Unit Trusts Awards on 1 July 2021 to honour the unit trusts which have made it to the FSMOne Recommended Unit Trusts list for the 2021/22 period.

The awards include 39 Recommended Unit Trusts from 15 fund houses including RHB Asset Management Sdn Bhd, Kenanga Investors Berhad, Eastspring Investments Berhad, AmInvest, Maybank Asset Management Sdn Bhd, Affin Hwang Asset Management Berhad, and Principal Asset Management Berhad have made it to the list (see the list below for full winners).

When it comes to assessing unit trust performance, FSMOne looks at both quantitative and qualitative parameters. The quantitative parameters include Returns, Risk, and Expense Ratio while the qualitative parameters considered are the consistency of fund managers in their investment approach, stability of the management team, and the departure of key personnel, among others.

"These areas are what we believe a good unit trust should excel in. Only unit trusts with exemplary track records in these areas make it to our Recommended Unit Trusts list," said Wong Weiyi, General Manager of FSMOne Malaysia.

"The FSMOne Recommended Unit Trusts list serves as a good point of departure for new investors. There are only 39 Recommended Unit Trusts for them to screen and understand, which is more digestible than trying to grasp over 500 unit trusts on FSMOne platform," Weiyi added.

"To all the winners, Congratulations!" Weiyi added.

Heading into 2H 2021, FSMOne Research Team believes that global economies around the world are already in the recovery process from the Covid-19 pandemic shock, albeit at differing pace. In particular, developed countries are at an early economic expansion phase right now after their head start in terms of vaccinating their population.

This means a cyclical recovery is very likely to burgeon, uplifting global economic recovery and asset prices going forward.

FSMOne Malaysia Research Manager, Jason Wong Jia Jun opined that global recovery may still be bumpy in 2H 2021 as Covid-19 still has its grip on emerging economies. Nonetheless, the global recovery momentum should strengthen throughout heading towards 2022 and growth headwinds are likely to be dealt with further stimulus weaponry.

Jason added: "All things considered, we are constructive on 2H 2021's macro outlook and expect above consensus year-on-year GDP growth. The vaccine-led macro recovery story in 2H 2021 is bright as we round off 1H 2021 and emerge from the valley of Covid-19."

FSMOne is offering 0.5% Sales Charge Promotion on its Recommended Unit Trusts 2021/22 from 1 July 2021 till 30 July 2021. Click here to the promotion.

Below is the list of FSMOne Recommended Unit Trusts 2021/22. Click here for our research commentaries on the Recommended Unit Trusts.

WINNERS LIST

CORE PORTFOLIO

Category Recommended Unit Trust
Core Equity - Global (Islamic) Aberdeen Standard Islamic World Equity Fund
Core Equity - Developed Markets Principal Global Titans Fund
Core Equity - Global Emerging Markets Eastspring Investments Global Emerging Markets Fund
Core Equity - Asia ex-Japan Affin Hwang Select Asia Pacific (ex Japan) Dividend Fund
Principal Asia Pacific Dynamic Growth Fund
Core Equity - Asia ex-Japan (Islamic) Affin Hwang Aiiman Asia (ex Japan) Growth Fund
Principal Islamic Asia Pacific Dynamic Equity Fund
Core Equity - Malaysia Eastspring Investments Equity Income Fund
KAF Tactical Fund
Core Equity - Malaysia (Islamic) Affin Hwang Aiiman Growth Fund
PMB Shariah Premier Fund
Core Fixed Income - Malaysia (Short Duration) AmIncome Plus
Core Fixed Income - Malaysia KAF Bond Fund
Affin Hwang Bond Fund
Core Fixed Income - Malaysia (Islamic) AmanahRaya Syariah Trust Fund
Kenanga ASnitaBOND Fund
Balanced - Asia ex-Japan Affin Hwang Select Asia Pacific (ex Japan) Balanced Fund
Balanced - Malaysia Affin Hwang Select Balanced Fund
Kenanga Balanced Fund
Balanced - Malaysia (Islamic) Affin Hwang Aiiman Balanced Fund
Dana Makmur Pheim

SUPPLEMENTARY PORTFOLIO

Category Recommended Unit Trust
Sub Regional Equity - Greater China Principal Greater China Equity Fund
Sub Regional Equity - Greater China (Islamic) Eastspring Investments Dinasti Equity Fund
Sub Regional Equity - Europe TA European Equity Fund
Single Country Equity – US Manulife Investment U.S. Equity Fund
Single Country Equity – China RHB Big Cap China Enterprise Fund
Single Country Equity – Japan Affin Hwang World Series - Japan Growth Fund
Single Country Equity – Singapore Singapore Dividend Equity Fund
Sector Equity - Malaysia Small to Medium Companies Maybank Malaysia SmallCap Fund
Sector Equity - Malaysia Small to Medium Companies (Islamic) Principal Islamic Small Cap Opportunities Fund
Sector Equity - Global Healthcare Manulife Global Healthcare Fund
Sector Equity - Global Technology TA Global Technology Fund
Fixed Income - Asia Affin Hwang Select Bond Fund
AmTactical Bond
Fixed Income - Emerging Markets RHB Emerging Markets Bond Fund
Fixed Income - Malaysia with Foreign Exposure AmDynamic Bond

Private Retirement Scheme (PRS)

Category Recommended Unit Trust
Conservative Kenanga OnePRS Conservative Fund
Moderate Affin Hwang PRS Moderate Fund
Growth Affin Hwang PRS Growth Fund

About FSMOne Malaysia

FSMOne Malaysia (FSMOne) is the online distribution arm of iFAST Capital Sdn. Bhd ("iFAST Capital") for Unit Trusts, Managed Portfolios, Stocks and ETFs, Bonds, and Insurances, established in Malaysia since 2008.

iFAST Capital is a holder of a Capital Markets Services Licence (CMSL) and is licensed by the Securities Commission to deal in securities, unit trusts, Private Retirement Scheme and Over-The-Counter bonds, offer investment advisory services, fund management services in relation to portfolio management and financial planning services. iFAST Capital is also registered with the Federation of Investment Managers Malaysia (FiMM) as an Institutional Unit Trust Adviser (IUTA) and Institutional Private Retirement Scheme Adviser (IPRA). iFAST Capital is also an approved Financial Adviser licensed by the Central Bank of Malaysia to conduct financial advisory business.

In February 2021, iFAST Capital was admitted as a Participating Organisation of Bursa Malaysia and subsequently added Stocks and ETFs trading feature to FSMOne website in March 2021, making it the First Multi-Asset Digital Investment Platform in Malaysia.

On a broader organisational level, iFAST Capital is a subsidiary of iFAST Malaysia Sdn. Bhd., which is wholly owned by iFAST Corporation Ltd. ("iFAST Corporation"), Singapore's leading fintech wealth management platform. iFAST Corporation is headquartered in Singapore and the iFAST group of companies are also present in Hong Kong, Malaysia and China. iFAST Corporation was incorporated in Singapore on 10 January 2000 and was listed on the Singapore Exchange Mainboard in December 2014.

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