PELABURAN UNIT TRUST TERBAIK MALAYSIA : PRESTASI UNIT TRUST PATUH SHARIAH (ISLAMIC) TERBAIK MALAYSIA

Artikel perkongsian ini adalah berkenaan dengan Prestasi semasa Unit Trust Terbaik Malaysia - Patuh Shariah (Januari 2021) untuk tempoh 3 Years & 5 Years yang melibatkan fund unit trust daripada syarikat unit trust seperti Public Mutual, Kenanga, Principal (CIMB / CWA), PMB Investment, Manulife dan banyak lagi berpandukan rujukan data di Morningstar.

Apa yang anda akan perolehi melalui artikel ini?:

Senarai Top 30 Total Return Dana Unit Trust terbaik as Januari 2021
Senarai Top 30 Annualised Return Dana Unit Trust terbaik as Januari 2021
Prestasi Dana Unit Trust Khas untuk company Kenanga, Manulife, PMB Investment, Principal Asset Management, Public Mutual dan RHB Asset Management.

PRESTASI UNIT TRUST TERBAIK (5 Years)

1. Total Return / Cumulative Return

Total rise in the value of a fund’s investments over time, assuming that income(i) and capital gains (ii) distributions were reinvested.

Bahasa mudahnya adalah Jumlah Pulangan Terkumpul (Compounded) untuk suatu tempoh masa.

Total Return = Capital Gain + Income Distribution

atau bahasa mudahnya..

Total Return = Kenaikan Harga Unit + Dividend

Contohnya,

Total Return 5 Years Eastspring Dinasti Equity adalah 108.80%.
Maksudnya, jumlah Pelaburan permulaan, katakan RM10,000 pada 1/1/2016... kini ianya telah berkembang kepada RM20,808 pada 1/1/2021.
Modal (RM10,000) + keuntungan (RM10,880) = RM20,880

TOP 30 PRESTASI UNIT TRUST FUND - PATUH SHARIAH 5 YEARS TOTAL RETURN (Jan2021)

Total Return Unit Trust Terbaik Malaysia bagi tempoh 5 tahun.

Sumber : Lipper Fund Table - The Edge #1352 (January 11 - January 17, 2021)

Top 10 prestasi Unit Trust Patuh Shariah 5 Years Total Return (Jan 2021):

1. Eastspring Dinasti Equity = 108.80%

2. Interpac Dana Safi = 100.90%

3. Precious Metals Securities = 94.12%

4. Hong Leong Dana Makmur = 82.71%

5. PB Islamic Asia Strategic Sector = 80.88%

6. Public Islamic Asia Leaders Equity = 79.94%

7. Affin Hwang Aiiman (Ex-Japan) Growth = 77.41%

8. Public Asia Ittikal = 73.94%

9. Public China Ittikal = 72.35%

10. Public Islamic Asia Tactical Allocation = 71.29%

Annualized Return

Annualized return is year-over-year growth rate of an investment over a specified period of time and calculated as:

Dengan kata lain, Ia adalah Purata Pulangan Setahun.

Biasanya ia diukur untuk tempoh 3 tahun, 5 tahun dan 10 tahun.

Data di bawah berdasarkan rujukan di Morningstar.

TOP 30 PRESTASI UNIT TRUST FUND - PATUH SHARIAH 5 YEARS ANNUALISED RETURN (Jan 2021)

Annualised Return Unit Trust Terbaik Malaysia bagi tempoh 5 tahun.

Sumber : Morningstar as 15 January 2021

Top 10 prestasi Unit Trust Patuh Shariah 5 Years Annualised Return (Jan 2021):

1. Eastspring Dinasti Equity = 18.68%

2. Interpac Dana Safi = 17.29%

3. PB Islamic Asia Strategic Sector = 15.65%

4. Public Islamic Asia Leaders Equity = 15.62%

5. Public China Ittikal = 14.78%

6. Public Asia Ittikal = 14.76%

7. Public Islamic Asia Tactical Allocation = 14.62%

8. Hong Leong Dana Makmur = 14.17%

9. Public Islamic Asia Dividend = 13.75%

10. Maybank AsiaPac Ex-Japan Islamic Equity = 13.65%

Di bawah ini disertakan juga Prestasi Annualize Return (5 Years) untuk dana2 mengikut syarikat unit trust terpilih
Syarikat2 unit trust ini dipilih kerana ia menjadi tumpuan para pelabur unit trust

Annualised Return Unit Trust Terbaik Kenanga Investors bagi tempoh 5 tahun.

Sumber : Morningstar as 15 January 2021

Annualised Return Unit Trust Terbaik Manulife Investment bagi tempoh 5 tahun.

Sumber : Morningstar as 15 January 2021

Annualised Return Unit Trust Terbaik PMB Investment bagi tempoh 5 tahun.

Sumber : Morningstar as 15 January 2021

Annualised Return Unit Trust Terbaik Principal Asset Management bagi tempoh 5 tahun.

Sumber : Morningstar as 15 January 2021

Annualised Return Unit Trust Terbaik Public Mutual bagi tempoh 5 tahun.

Sumber : Morningstar as 15 January 2021

Annualised Return Unit Trust Terbaik RHB Asset Management bagi tempoh 5 tahun.

Sumber : Morningstar as 15 January 2021

PRESTASI UNIT TRUST TERBAIK (3 Years)

TOP 30 PRESTASI UNIT TRUST FUND - PATUH SHARIAH 3 YEARS TOTAL RETURN (Jan2021)

Total Return Unit Trust Terbaik Malaysia bagi tempoh 3 tahun.

Sumber : Lipper Fund Table - The Edge #1352 (January 11 - January 17, 2021)

Top 10 prestasi Unit Trust Patuh Shariah 3 Years Total Return (Jan 2021):

1. PMB Shariah TNB Employees = 61.27%

2. Hong Leong Dana Makmur = 55.00%

3. Kenanga Shariah Growth Opportunities = 49.50%

4. Public Islamic Global Equity = 48.82%

5. Interpac Dana Safi = 45.79%

6. Public Islamic Asia Leaders Equity = 43.99%

7. Eastspring Dinasti Equity = 41.59%

8. PB Islamic Asia Strategic Sector = 40.64%

9. Kenanga Syariah Extra = 40.29%

10. Precious Metals Securities = 39.49%

Annualized Return

TOP 30 PRESTASI UNIT TRUST FUND - PATUH SHARIAH 3 YEARS ANNUALISED RETURN (Jan 2021)

Annualised Return Unit Trust Terbaik Malaysia bagi tempoh 3 tahun.

Sumber : Morningstar as 15 January 2021

Top 10 prestasi Unit Trust Patuh Shariah 3 Years Annualised Return (Jan 2021):

1. Interpac Dana Safi = 17.61%

2. PMB Shariah TNB Employees = 16.67%

3. Hong Leong Dana Makmur = 16.16%

4. Kenanga Shariah Growth Opportunities = 15.73%

5. Public Islamic Asia Leaders Equity = 14.96%

6. PB Islamic Asia Strategic Sector = 14.54%

7. Public Islamic Asia tactical Allocation = 14.41%

8. Public Asia Ittikal = 13.98%

9. Interpac Dana Safi = 13.85%

10. Public Islamic Global Equity = 13.73%

Di bawah ini disertakan juga Prestasi Annualize Return (3 Years) untuk dana2 mengikut syarikat unit trust terpilih
Syarikat2 unit trust ini dipilih kerana ia menjadi tumpuan para pelabur unit trust