The annual Morningstar Malaysia Fund Awards are designed to help investors identify the retail funds that added the most value for investors within the context of their relevant peer group in 2015 and over longer time periods. Morningstar selects the winners using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility.
The winners of the 2016 Morningstar Malaysia Fund Awards are:
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FUND CATEGORY AWARDS: |
WINNERS: |
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Best Asia-Pacific Equity Fund |
CIMB-Principal Asia Pacific Dynamic Income |
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Best Malaysia Bond (Syariah) Fund |
AMB Dana Arif |
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Best Malaysia Bond Fund |
RHB Bond Fund |
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Best Malaysia Large-Cap Equity (Syariah) Fund |
Public Ittikal Sequel |
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Best Malaysia Large-Cap Equity Fund |
Public Sector Select |
Notes:
The Morningstar fund category and fund house awards are based on Morningstar fund data as of 31 December 2015. The awards methodology emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award. For the full category and fund house awards methodology, please click here.
