THE EDGE LIPPER FUND AWARDS 2015
Dear Investors and Business Partners,
We have the greatest pleasure to inform you that two of our Unit Trusts Funds , Dana Makmur Pheim and Pheim Emerging Companies Balanced Fund have both won The EDGE-LIPPER Fund Awards 2015 for the Best Fund over the 3 -Year and 5 -Year period in their respective Categories.
Dana Makmur Pheim won the Best Fund for the 3- Year and 5- Year Period in the Malaysian Islamic Funds, Mixed Asset MYR Balanced Category.
Pheim Emerging Companies Balanced Fund won the Best Fund for the 3 -Year and 5- Year Period in the Best Mixed Asset MYR Balanced –Global Category.
Below is the table highlighting the performance data over the 3 –Year and 5-Year Period and it’s outperformance for Dana Makmur Pheim and Pheim Emerging Companies Balance Fund.
|
|
Pheim Emerging Companies Balanced Fund (%) |
Benchmark (%) |
Outperformance (%) |
|
Best Mixed Asset MYR Balanced – Global, 3 years |
27.41 |
13.23 |
14.18 |
|
Best Mixed Asset MYR Balanced – Global, 5 years |
38.53 |
31.51 |
7.02 |
|
|
|||
|
|
Dana Makmur Pheim (%) |
Benchmark (%) |
Outperformance (%) |
|
Best Mixed Asset MYR Balanced – Malaysia Islamic, 3 years |
40.98 |
17.06 |
23.92 |
|
Best Mixed Asset MYR Balanced – Malaysia Islamic , 5 years |
58.84 |
34.54 |
24.30 |
Source: Lipper, Thomson Reuters
Winning these awards further vindicates Pheim’s Investment Philosophy of practicing Value Investing and the discipline to be not fully invested at all times.
We are always committed to improving our performance and service and are even more focused and ready.
“YOUR NEED IS OUR FOCUS”
Dr Tan Chong Koay
Director
Pheim Unit Trusts Berhad