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Top Performing Unit Trust Funds in Malaysia 2021!

Updated 04 Aug 2021 – By Irwin Umban


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 incomes, 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. 

 

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 TA Dana Fokus 13.50%
2 TA Small Cap Fund 13.37%
3 Manulife Investment Indonesia Equity 11.71%
4 PMB Shariah ASEAN Stars Equity Fund - MYR 10.76%
5 PMB Shariah Mid-Cap Fund 10.03%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (3 Months)

Rank Fund Name Return
1 Manulife Investment Indonesia Equity 28.22%
2 AmPan European Property Equities 14.90%
3 Manulife India Equity Fund - MYR  12.87%
4 Manulife Shariah Global REIT Fund - RM 12.53%
5 Aberdeen Standard Islamic World Equity Fund 12.36%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (6 Months)

Rank Fund Name Return
1 Manulife Investment Indonesia Equity 37.42%
2 AmGlobal Property Equities 26.95%
3 Manulife Shariah Global REIT Fund - RM 26.41%
4 Manulife Investment U.S Equity 26.30%
5 AmPan European Property Equities 25.94%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (1 Year)

Rank Fund Name Return
1 Manulife Investment Indonesia Equity 59.32%
2 RHB Global Artificial Intelligence Fund - RM Hedged 56.91%
3 Templeton Asian Smaller Companies 56.43%
4 TA Small Cap Fund 53.61%
5 Phillip Master Equity Growth Fund 52.62%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (2 Year)

Rank Fund Name Return
1 United Malaysia Fund - MYR Class A 138.40%
2 InterPac Dana Safi 117.09%
3 RHB Global Artificial Intelligence Fund - RM Hedged 114.14%
4 KAF Core Income Fund 98.35%
5 KAF Vision Fund 93.29%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (3 Year)

Rank Fund Name Return
1 AmChina A-Shares - MYR 118.52%
2 Principal Global Technology Fund - MYR Hedged 116.26%
3 KAF Core Income Fund 95.91%
4 InterPac Dana Safi 91.29%
5 TA Global Technology Fund 89.37%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (5 Year)

Rank Fund Name Return
1 TA Global Technology Fund 176.98%
2 AmChina A-Shares - MYR 169.39%
3 Principal Greater China Equity Fund 133.17%
4 Franklin U.S Opportunities Fund 126.82%
5 Manulife Investment U.S Equity 125.95%
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 TA Global Technology Fund 418.34%
2 AmChina A-Shares - MYR 414.80%
3 Manulife Investment U.S Equity 321.31%
4 AmPan European Property Equities 305.64%
5 Principal Greater China Equity Fund 255.81%
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!

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*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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