Artikel ini khas memaparkan kelebihan dan keunggulan fund unit trust Dana Makmur Pheim sehingga menobatkan ia sebagai fund unit trust terbaik Ranking No 1 bagi kelasnya jauh mengatasi fund lain baik Islamic fund mahupun conventional fund.
Nama Fund: Dana Makmur Pheim
Kategori: Balanced Mixed Asset (Shariah-compliant / Islamic)
Faktor Risiko: Sederhana
Dilancarkan: Jan 2002 (>18 tahun dalam market)
Focus Investment: Malaysia
Company : Pheim Unit Trust (KLIK)
EPF Approved Fund: Yes
The Fund’s Asset Allocation is :
i. Equities: maximum - 60%, minimum - 0%
ii. Sukuk and Islamic liquid assets: maximum - 100%, minimum - 40%
PRESTASI SEMASA
Prestasi semasa as 31 May 2020:
- 3 year Total Return (Cumulative Returns): 20.33% (Rank No 1)
- 5 year Total Return (Cumulative Returns): 44.05% (Rank No 1)
- 10 year Total Return (Cumulative Returns): 139.25% (Rank No 1)
- 15 year Total Return (Cumulative Returns): 241.94% (Rank No 1)
- Since Inception (sejak dilancarkan pada 2002) Total Return (Cumulative Returns): 405.58% (Rank No 1)
Rujukan: Fund Fact Sheet Jun 2020.
Table di bawah ini pula menunjukkan bahawa Dana Makmur Pheim berkedudukan No 1 bagi tempoh sederhana panjang dalam kategori yang sama.
- 3 Year (No 1)
- 5 Year (No 1)
- 7 Year (No 1)
- 10 Year (No 1)
Eh eh jap... Amanah Saham Bumiputera dan Amanah Saham Nasional pun ada dalam tae gambar dibawah? (Klik gambar untuk besarkan imej)
Rujukan: Laman web KWSP (i Akaun - Pelaburan Ahli) as 9 June 2020
Dana Makmur Pheim ini mencatatkan prestasi sebanyak 286.97% lebih baik berbanding prestasi piawainya (Benchmark) bagi tempoh antara Feb 2002 sehingga 31 May 2020.
Rujukan: Fund Fact Sheet June 2020
DIVIDEND (INCOME DISTRIBUTION)
Baru-baru ini, fund ini telah declare Income Distribution (Dividend) sebanyak 6.75 sen seunit.
Jika diperhatikan data di atas, fund ini KONSISTEN memberikan Income Distribution setiap tahun sekitar 6 sen++ seunit sejak mula dilancarkan (2002) sehingga kini (2020).
Rujukan: Fund Fact Sheet June 2020
AWARDS
Untuk tahun ini sahaja, Dana Makmur Pheim telah memenangi 9 Awards melalui 2020 Refinitiv Lipper Fund Awards.
9 Awards hanya untuk 1 fund yang sama!. Bukannya 9 Awards untuk 9 fund.
Fund ini telah diiktiraf sebagai the Best Mixed Asset MYR Balanced Islamic Fund bagi tahun berakhir December 2019 untuk kategori-kategori ini.
- Malaysia Islamic, 3-Year (5-time winner)
- Malaysia Islamic, 5-Year (6-time winner)
- Malaysia Islamic, 10-Year (5-time winner)
- Global Islamic, 3-Year (5-time winner)
- Global Islamic, 5-Year (5-time winner)
- Global Islamic, 10-Year (5-time winner)
- Malaysia Provident, 3-Year (3-time winner)
- Malaysia Provident, 5-Year (3-time winner)
- Malaysia Provident, 10-Year (3-time winner)
#Malaysia Provident - kategori yang menampilkan fund Islamic & fund conventional
Sehingga ke hari ini, Dana Makmur Pheim telah memenangi 47 awards yang mana 29 awards adalah merupakan Refinitiv Lipper Fund Awards (Malaysia Islamic) manakala 18 awards lagi bagi Refinitiv Lipper Fund Awards (Global Islamic).
Mengikut Thomson Reuters Lipper, Dana Makmur Pheim dinobatkan fund No.1 untuk prestasi 5-year, 10-year & 15-year berakhir 31 May 2020.
ANGGARAN PULANGAN
Menurut Table Annualised Return - Mixed Asset Islamic di atas, Dana Makmur Pheim mencatatkan prestasi 9.53% secara purata bagi temoh 10 tahun.
Dengan anggapan prestasi Dana Makmur Pheim adalah konsisten stbil pada kadar 9.53% setahun, maka modal permulaan anda sebanyak RM10,000 (Contoh):
- 5 Tahun : RM10,000 menjadi RM15,764 (Total Return 57.64%)
- 10 Tahun : RM10,000 menjadi RM24,850 (Total Return 148.50%)
- 15 Tahun : RM10,000 menjadi RM39,174 (Total Return 291.74%)
- 20 Tahun : RM10,000 menjadi RM61,754 (Total Return 517.54%)
DI SEBALIK KEHEBATAN FUND INI
Dr Tan Chong Koay (Founder of Pheim Unit Trust) adalah watak penting kepada kecemerlangan fund ini. Antara pengiktirafan yang diterima beliau selama 43 tahun pengalaman dalam dunia Industri Pengurusan dana adalah:
Dr. Tan was labelled as the “King of the Second Board” in Malaysia for his well-timed investments in small-cap companies in 1995/1996.
He was named “Southeast Asia’s small-cap King” in a Bloomberg article in August 2006.
In 2008 & 2010, he was awarded “Best of the Best Award, CEO of the year for Malaysia” by Asia Asset Management, a Hong Kong based publisher of the Journal of Investments and Pensions.
In 2010, Dr. Tan was awarded “China Top 10 Financial Intelligent Persons Special Award 2010” by People’s Republic of China.
Also in 2010 and 2016, Dr. Tan was awarded the Outstanding Entrepreneurship Award by Enterprise Asia.
In 2012, he was awarded “Most Respected Chinese Entrepreneurship Award in Asia Pacific” by China Economic Trading Promotion Agency, People’s Republic of China.
In 2014, Dr. Tan was named one of the 80 Global Chinese Eminent Business Leaders by Beijing-based The China Daily.
Etalon Conference Ltd named Dr. Tan “The Warren Buffet Asia" in 2017 for truly enhancing value investing.
Beliau kongsikan pengalaman dan pelbagai Tips pelaburan melalui Buku Pelaburannya yang menjadi Top Seller, "Rising Above The Financial Storms".
Ringkasan kepada kata-kata hikmah beliau berkaitan pelaburan ada saya kongsikan di SINI (KLIK)
FORECAST
Sumber: https://www.theedgemarkets.com/article/pheim-eyes-12-returns-over-five-years
KESIMPULAN
Dana Mamur Pheim adalah dana No 1 Terbaik dalam kelasnya yang:
1. PRESTASI TINGGI melebihi 9% setahun meskipun tatkala ekonomi tak menentu (melebihi Equity fund, ASB)
2. KONSISTEN TINGGI DIVIDEND (Income Distribution)
3. RISIKO pelaburan yang sederhana (Tidak setinggi Equity fund)
4. Manage by Asia's No 1 Investment Guru, The Warren Buffet Asia with 43 years of excellrnt experience.
5. Less monitoring - Flexible mode (Bull Market = max of 60% Equity; Bear Market = Max of 100% in Bond/ Cash).
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Pastikan fund ini ada dalam portfolio pelaburan anda!
Meh saya bantu anda invest pada fund terbaik ini.
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Consultant Pelaburan Anda📞 012-5588680 (Wassap (KLIK)
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================================DISCLAIMER : Past performance does not reflect future performance. All information in this article / blog is for educational purposes only and should NOT be taken as investment advise, nor as a recommendation or endorse. Please refer to your agent for details explanation. Thanks.================================
🟩🟥🟩🟥🟩🟥🟩🟥🟩🟥
Consultant Pelaburan Anda
📞 012-5588680 (Wassap (KLIK)
*******************************
Jemput join untuk Pelbagai Info Kewangan & Pelaburan
🔴🔵🔴🔵🔴🔵🔴🔵🔴🔵
ARTIKEL POPULAR
================================
DISCLAIMER :
Past performance does not reflect future performance. All information in this article / blog is for educational purposes only and should NOT be taken as investment advise, nor as a recommendation or endorse.
Please refer to your agent for details explanation. Thanks.
================================