Top 5 Performing Funds For Short Term Investment (1 - 5 Years)
If you’re investing for short term gain, typically within 3 months 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 Year)
| Rank | Fund Name | Return |
|---|---|---|
| 1 | AmChina A - Shares (MYR) | 43.83% |
| 2 | Kenanga Growth Opportunities Fund | 36.28% |
| 3 | TA Global Technology Fund | 29.40% |
| 4 | Kenanga Shariah Growth Opportunities | 29.05% |
| 5 | Principal Global Tech Fund-MYR Hedged | 27.30% |
Top 5 Performing Unit Trust Funds (2 Year)
| Rank | Fund Name | Return |
|---|---|---|
| 1 | AmGlobal Property Equities | 35.18% |
| 2 | TA Global Technology Fund | 29.61% |
| 3 | Manulife Investment U.S Equity | 27.79% |
| 4 | Franklin U.S Oppotunities Fund | 26.57% |
| 5 | RHB Gold And General Fund | 25.99% |
Top 5 Performing Unit Trust Funds (3 Year)
| Rank | Fund Name | Return |
|---|---|---|
| 1 | Franklin U.S Oppotunities Fund | 59.30% |
| 2 | TA Global Technology Fund | 52.12% |
| 3 | United Global Quality Equity-USD Hedged | 52.01% |
| 4 | United Global Quality Equity-MYR Hedged | 51.64% |
| 5 | AmChina A - Shares (MYR) | 50.91% |
Top 5 Performing Unit Trust Funds (5 Year)
| Rank | Fund Name | Return |
|---|---|---|
| 1 | TA Global Technology Fund | 106.82% |
| 2 | AmChina A - Shares (MYR) | 93.26% |
| 3 | Manulife Investment U.S Equity | 77.30% |
| 4 | Franklin U.S Oppotunities Fund | 75.22% |
| 5 | Principal Greater China Equity Fund | 69.39% |
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 | Eastspring Investments Small-Cap Fund | 262.36% |
| 2 | Kenanga Growth Fund | 241.76% |
| 3 | AmPan European Property Equities | 210.55% |
| 4 | AmGlobal Property Equities | 186.35% |
| 5 | Manulife Investment U.S Equity | 182.53% |
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. Here, use this research guide from Pacific Mutual, they’re really good. 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!
Happy investing!
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