2020 Morningstar Fund Awards Malaysia Winners Announced

Morningstar has announced the winning funds for its 2020 Malaysia Fund Awards on 19 March, 2020.

Morningstar Editors 19.03.2020
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The annual Morningstar Malaysia Fund Awards recognise retail funds and fund houses that have added the most value for investors within the context of their relevant peer group in 2019 and over longer time periods. Morningstar selects the winners using a quantitative methodology, along with a qualitative overlay. Weightings to one-, three-, and five-year risk-adjusted performance are factored into the methodology.

“Morningstar’s Annual Awards highlight the quality and breadth of investments available for investors in each region,” said Nick Cheung, Chief Executive Officer for Morningstar in Asia. “Our 2020 winners have been great drivers of investor success. It is our honor to recognize their outstanding achievements and commitments to investors.”

“The 2019 rally in both equities and bonds has rewarded investors handsomely, however it was also one of the more unpredictable periods in history, with low interest rates, heightened geopolitical uncertainty, and stretching asset valuations continuing to worry investors,” said Wing Chan, Morningstar’s Director of Manager Research Practice, EMEA & Asia. “The Awards winners, across our equity and fixed income categories, have proved their ability to deliver market-beating returns over the long term without undue risk.”

The winners of the 2020 Morningstar Fund Awards Malaysia are:

FUND CATEGORY AWARDS:

WINNERS:

Best Asia-Pacific Equity Fund

Public Far-East Alpha-30 Fund

Best Malaysia Bond (Syariah) Fund

PB Aiman Sukuk Fund

Best Malaysia Bond Fund

Public Enterprises Bond Fund

Best Malaysia Large-Cap Equity (Syariah) Fund

Principal Islamic DALI Equity Fund (formerly known as CIMB Islamic DALI Equity Fund)

Best Malaysia Large-Cap Equity Fund

Public Strategic Growth Fund


Notes:

The Morningstar fund category awards are based on Morningstar fund data as of 31 December 2019. 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 methodology, please click here.

View all Morningstar Malaysia Fund Awards 2020 articles here.

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