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Top Performing Unit Trust Funds in Malaysia 2023!

BY Team Loanstreet

Updated 02 Feb 2023




*This article was first written by Irwin Umban. The content and information on this article might be changed or updated periodically by Team Loanstreet without notice.


In trying times like these - an unstable economy, COVID-19 and all, more people have realised the importance of diversifying their incomes.  

So, other than your usual source of income, where else you can park your money and get a higher return? Unit trust fund lah! 

If you don’t know what it is, a unit trust fund is simply a collection of company stocks or bonds that is managed by a professional fund manager. Here, read this unit trust article to understand it better. 

But as history has taught us, not all funds perform well. According to Investopedia, even the funds that were performing well in the short term, say 3 months to 5 years may underperform other funds over the long term (10 years or more).

Therefore, it’s important to set a clear objective as to whether you want to make money in the short term or long term. Below, depending on your objective, you will find the best performing unit trust funds to invest and grow your money. 
 

What's covered in this article?


 

Top 5 Performing Funds For Short Term Investment (1 month - 5 Years)

If you’re investing for short term gain, typically within 1 month to 5 years, you must make sure that the fund you’re investing can give a higher return than fixed deposit rate, which averages around 3%.

You also have to understand also that the fund is very volatile, meaning it can go up and down easily, just like your heartbeat while running. This situation will put you at a higher risk of losing your money. If you’re caught in a bad situation, then better discuss with your financial advisor as to whether to continue investing or shift your money towards other funds. 

Once you understand the risks involved, then go ahead and invest in these funds, which gives a very good return over a short term period. 

Top 5 Performing Unit Trust Funds (1 Month)

Rank Fund Name Return
1 Affin Hwang WS - Global Disruptive Innovation - MYR Hedged 22.16%
2 Affin Hwang WS - Long Term Global Growth Fund - MYR Hedged 16.16%
3 United Global Technology Fund - MYR Hedged 16.09%
4 Principal Greater China Equity - MYR Hedged 14.28%
5 Affin Hwang World Series - China Growth - MYR Hedged 14.08%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (3 Months)

Rank Fund Name Return
1 Hong Kong Tech Index Fund - RM-Hedged 57.74%
2 Manulife Dragon Growth Fund - RM Hedged 46.94%
3 Principal Greater China Equity - MYR Hedged 45.77%
4 Affin Hwang World Series - China Growth - MYR Hedged 43.57%
5 Hong Kong Tech Index Fund - RM 43.38%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (6 Months)

Rank Fund Name Return
1 KAF Core Income Fund

33.68%

2 PMB Dana Bestari

31.33%

3

PMB Dana Al-Aiman

26.65%

4 PMB Dana Mutiara

20.44%

5

PMB Shariah Mid-Cap Fund

18.96%

Source: eUnittrust.com.my

  

Top 5 Performing Unit Trust Funds (1 Year)

Rank Fund Name Return
1 KAF Core Income Fund 24.41%
2 PMB Dana Bestari 21.70%
3 Eastspring Investments Japan Dynamic MY - MYR Hedged 20.32%
4 KAF Australia Islamic Property Fund - RM 17.07%
5 RHB Gold And General Fund 15.10%
 
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (2 Years)

Rank Fund Name Return
1 Eastspring Investments Japan Dynamic MY - MYR Hedged 44.84%
2 KAF Core Income Fund 41.46%
3 Manulife Global Resources 28.32%
4 Manulife Investment Indonesia Equity 23.85%
5 PMB Dana Bestari 23.23%
 
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (3 Years)

Rank Fund Name Return
1 KAF Core Income Fund 152.72%
2 United Malaysia Fund - MYR Class A 89.07%
3 KAF Vision Fund 76.76%
4 KAF Tactical Fund 71.21%
5 InterPac Dana Safi 67.94%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (5 Years)

Rank Fund Name Return
1 KAF Core Income Fund 115.32%
2 RHB Gold And General Fund 63.87%
3 KAF Tactical Fund 61.15%
4 TA Dana Fokus 60.02%
5 PMB Dana Bestari 58.48%
Source: eUnittrust.com.my


 

What about long term investment (10 Years)? Here’s the top 5 Performing Unit Trust Funds for that

If you invested 10 years ago into these funds, you would’ve doubled your money already, or even more! And if you invest even longer, you just might end up just like Warren Buffet.



Just see his net worth over time from when he started early and as he keeps reinvesting in companies stocks and shares. Lesson? It pays to invest long term!
 
Rank Fund Name Return
1 AmChina A-Shares - MYR 279.12%
2 TA Global Technology Fund 263.05%
3 Manulife Investment U.S Equity 230.23%
4 Eastspring Investments Small-Cap Fund 228.56%
5 KAF Vision Fund 227.04%
Source: eUnittrust.com.my

Of course, do note that any type of investment carries a certain risk with it so doing your due diligence is very important! When we say do due diligence, it means doing your research properly lah. But, if you’re someone who likes to be on the safer side of things and still want to grow your money, then better take advantage of these Fixed Deposit Promos!

Stay safe & happy investing!

ALSO READ:  

*The above article is intended for informational purposes only. Loanstreet accepts no responsibility for loss that may arise from reliance on information contained in the articles.

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Team Loanstreet

Run by a professional human-sized team, get resourceful tips & guides from our very own library of financial articles that can help improve your financial lifestyle & make a well-informed money decision. We strive to provide you with the best service in helping you to get the most out of that DUIT!

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