09 March 2021

PRESTASI UNIT TRUST PATUH SHARIAH (ISLAMIC) TERBAIK MALAYSIA - MARCH 2021

Artikel perkongsian ini adalah berkenaan dengan Prestasi semasa Unit Trust Terbaik Malaysia - Patuh Shariah (March 2021) untuk tempoh 1 Tahun, 3 Tahun & 5 Tahun 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 dan akhbar The Edge keluaran #1360 (March 8 - March 14, 2021)

Apa yang anda akan perolehi melalui artikel ini?:

  1. Senarai Top 30 Total Return (3 Years & 5 Years) Dana Unit Trust terbaik as March 2021
  2. Senarai Top 30 Annualised Return (3 Years & 5 Years) Dana Unit Trust terbaik as March 2021
  3. Senarai Top 30 Return 1 Year Dana Unit Trust terbaik as March 2021

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 Interpac Dana Safi adalah 144.55%.
Maksudnya, jumlah Pelaburan permulaan, katakan RM10,000 pada 26/2/2016... kini ianya telah berkembang kepada RM24,455 pada 26/2/2021.
Modal (RM10,000) + keuntungan (RM14,455) = RM24,455

TOP 30 PRESTASI UNIT TRUST FUND - PATUH SHARIAH 5 YEARS TOTAL RETURN (March 2021)

Total Return Unit Trust Terbaik Malaysia bagi tempoh 5 tahun.  Sumber : Lipper Fund Table - The Edge #1360 (March 8 - March 14, 2021)
Total Return Unit Trust Terbaik Malaysia bagi tempoh 5 tahun. 
Sumber : Lipper Fund Table - The Edge #1360 (March 8 - March 14, 2021)

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

1. Interpac Dana Safi = 144.55%
2. Eastspring Dinasti Equity = 143.09%
3. Hong Leong Dana Makmur = 133.71%
4. PB Islamic Asia Strategic Sector = 111.26%
5. Public Islamic Asia Leaders Equity = 109.29%
6. Public Islamic Asia Tactical Allocation = 100.50%
7. Public China Ittikal = 98.65%
8. Public Asia Ittikal = 97.43%
9. Public Islamic Asia Dividend = 89.19%
10. Principal Islamic Asia Pacific Dynamic Equity = 85.31%

# 8 daripada 10 Top 10 dana unit trust Terbaik 5 Years Total Return adalah dana yang invest luar Malaysia.

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 (March 2021)

Annualised Return Unit Trust Terbaik Malaysia bagi tempoh 5 tahun.  Sumber : Morningstar as 8 March 2021
 Annualised Return Unit Trust Terbaik Malaysia bagi tempoh 5 tahun. 
Sumber : Morningstar as 8 March 2021

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

1. Eastspring Dinasti Equity = 18.66%
2. Hong Leong Dana Makmur = 17.47%
3. Interpac Dana Safi = 17.05%
4. PB Islamic Asia Strategic Sector = 16.24%
5. Public Islamic Asia Leaders Equity = 15.99%
6. Public Islamic Asia Tactical Allocation = 14.95%
7. Principal Islamic Asia Pacific Dynamic Equity = 14.92%
8. Public China Ittikal = 14.47%
9. Public Asia Ittikal = 14.39%
10. Public Islamic Asia Dividend = 13.47%

8 daripada 10 Top 10 dana unit trust Terbaik 5 Years Annualize Return adalah dana yang invest luar Malaysia.

PRESTASI UNIT TRUST TERBAIK (3 Years)

TOP 30 PRESTASI UNIT TRUST FUND - PATUH SHARIAH 3 YEARS TOTAL RETURN (March 2021)

Total Return Unit Trust Terbaik Malaysia bagi tempoh 3 tahun.  Sumber : Lipper Fund Table - The Edge #1360 (March 8 - March 14, 2021)
Total Return Unit Trust Terbaik Malaysia bagi tempoh 3 tahun. 
Sumber : Lipper Fund Table - The Edge #1360 (March 8 - March 14, 2021)

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

1. Interpac Dana Safi = 94.92%
2. Hong Leong Dana Makmur = 88.64%
3. PMB Shariah TNB Employees = 77.39%
4. Kenanga Shariah Growth Opportunities = 65.43%
5. TA Dana Fokus = 58.35%
6. Public Islamic Asia Leaders Equity = 52.81%
7. PB Islamic Asia Strategic Sector = 52.58%
8. Hong Leong Dana Maarof 52.27%
9. BIMB-i Flexi = 52.00%
10. TA Islamic = 50.46%

8 daripada 10 Top 10 dana unit trust Terbaik 3 Years Total Return adalah dana yang invest dalam Malaysia.

Annualized Return

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

Annualised Return Unit Trust Terbaik Malaysia bagi tempoh 3 tahun.  Sumber : Morningstar as 8 March 2021
 Annualised Return Unit Trust Terbaik Malaysia bagi tempoh 3 tahun. 
Sumber : Morningstar as 8 March 2021

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

1. Hong Leong Dana Makmur = 23.63%
2. Interpac Dana Safi = 23.14%
3. PMB Shariah TNB Employees = 19.98%
4. Kenanga Shariah Growth Opportunities = 17.99%
5. Public Islamic Asia Leaders Equity = 16.68%
6. TA Dana Fokus = 16.63%
7. PB Islamic Asia Strategic Sector = 16.30%
8. BIMB-i Flexi = 16.10%
9. Principal Islamic Asia Pacific Dynamic Equity = 15.95%
10. Public Islamic Asia Tactical Allocation = 15.50%

6 daripada 10 Top 10 dana unit trust Terbaik 3 Years Annualize Return adalah dana yang invest dalam Malaysia.

PRESTASI UNIT TRUST TERBAIK (1 Year)

TOP 30 PRESTASI UNIT TRUST FUND - PATUH SHARIAH 1 YEAR RETURN (March 2021)

Return Unit Trust Terbaik Malaysia bagi tempoh 1 tahun.  Sumber : Morningstar as 8 March 2021
Return Unit Trust Terbaik Malaysia bagi tempoh 1 tahun. 
Sumber : Morningstar as 8 March 2021

Top 10 prestasi Unit Trust Patuh Shariah 1 Year Return (March 2020 - March 2021):

1. Interpac Dana Safi = 123.56%
2. BIMB-i Growth = 101.35%
3. BIMB-i Flexi = 97.48%
4. PMB Shariah TNB Employees = 82.49%
5. PMB Shariah Growth = 78.92%
6. Hong Leong Dana Makmur = 75.68%
7. Public Islamic Opportunities = 68.93%
8. Public Islamic Optimal Equity = 66.78%
9. Manulife Shariah Progress Plus = 63.38%
10. PB Islamic Small Cap = 59.66%

9 daripada 10 Top 10 dana unit trust Terbaik 1 Year Return adalah dana yang invest dalam Malaysia.

KESIMPULAN

1. Ini adalah 'Past performance'. Tiada jaminan:
  • Dana ranking No 1 akan kekal No 1
  • Total Return 100% untuk 5 tahun akan kekal 100% next 5 tahun.
  • Annualised Return 10% 3 tahun akan kekal 10% next 3 tahun
2. Prestasi ini hanya menunjukkan Top 30 daripada keseluruhan dana Islamik (sekitar 240 dana). Kalau sesuatu dana tu tak de dalam list Top 30 ni, boleh semak prestasinya di:
  • akhbar mingguan kewangan - The Edge 
  • Morningstar
  • Bloomberg
  • Portal i-Akaun KWSP (Investment - Fund Tools) 
  • Fact Sheet (Monthly Report)
  • Website company Unit Trust
3. Total Return & Annualised Return. Nak pakai yang mana? Mana yang lebih tepat?
  • Boleh pakai mana2 pun.
  • Total Return: Prestasi terkumpul (Compounded)
  • Annualised Return: Prestasi purata
  • Pastikan ianya yang TERKINI 


🟩🟥🟩🟥🟩🟥🟩🟥🟩🟥

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.
================================