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 2016 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 2017 Morningstar Malaysia Fund Awards are:
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FUND CATEGORY AWARDS: |
WINNERS: |
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Best Asia-Pacific Equity Fund |
Affin Hwang Select Asia (ex Jpn) Quantum |
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Best Malaysia Bond (Syariah) Fund |
Public Islamic Bond |
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Best Malaysia Bond Fund |
AmDynamic Bond |
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Best Malaysia Large-Cap Equity (Syariah) Fund |
Public Ittikal |
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Best Malaysia Large-Cap Equity Fund |
Affin Hwang Select Opportunity |
Notes:
The Morningstar fund category and fund house awards are based on Morningstar fund data as of 31 December 2016. 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.
