Friday 19 Apr 2024
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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.

Disclaimer

All materials and contents herein shall not be construed as an offer or solicitation for the subscription, purchase or sale of any fund, product or services. 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. Investors are advised to read and understand the contents of the prospectus, product highlight sheet (PHS) and relevant disclosure documents before investing. The prospectuses, PHS and relevant disclosure documents can be obtained from FSMOne Malaysia website. Investors should compare and consider the fees, charges and costs involved before investing. Investors are advised to understand the risks involved in relation to the products or services and further conduct his/ her own risk assessment and seek professional advice, where necessary. The unit trust fund's prospectuses have been registered and lodged with the Securities Commission (SC), however this does not amount to nor indicate that SC has recommended or endorsed the product. Past performance is not indicative of future performance. Opinions expressed herein are subject to change without notice. Please read our full disclaimer in the website.

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