Subscribe to Our Newsletter

We know you love savings. Sign up for more!

Top Performing Unit Trust Funds in Malaysia 2023!

BY Team Loanstreet

Updated 27 Nov 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.
 

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 Global Smaller Companies Fund - RM

21.60%

2 Affin Hwang World Series - Global Disruptive Innovation - MYR Hedged

21.32%

3 Pan European Property Equities 18.20%
4 Sustainable Series - Global Lower Carbon Equity - RM

16.63%

5 United Global Technology Fund - MYR Hedged 

14.51%

Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (3 Months)

Rank Fund Name Return
1 Sustainable Series - Global Lower Carbon Equity - RM 14.70%
2 Global Smaller Companies Fund 11.52%
3 Affin Hwang World Series - Emerging Markets Short Duration - MYR 10.91%
4 Principal Islamic Global Technology Fund - MYR 10.55%
5 Pan European Property Equities 10.10%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (6 Months)

Rank Fund Name Return
1 Principal Islamic Global Technology Fund - MYR 24.63%
2 Nomura Global Shariah Semiconductor Equity Fund - MYR 22.65%
3 Kenanga Sustainability Series: World Quality ESG Fund - MYR 22.37%
4 AHAM World Series - Japan Growth - MYR Hedged 19.61%
5 United Global Technology Fund - MYR 16.93%
Source: eUnittrust.com.my

  

Top 5 Performing Unit Trust Funds (1 Year)

Rank Fund Name Return
1 AmConservative 104.90%
2 United Global Technology Fund - MYR 44.26%
3 Principal Islamic Global Technology Fund - MYR 44.08%
4 Nomura Global Shariah Semiconductor Equity Fund - MYR 43.12%
5 Principal Islamic Global Technology Fund - MYR Hedged 37.46%
 
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (2 Years)

Rank Fund Name Return
1 AmConservative 98.55%
2 Eastspring Investments Japan Dynamic MY - MYR Hedged 48.05%
3 RHB Energy Fund 40.69%
4 RHB Dana Hazeem 33.83%
5 RHB Retirement Series - Islamic Balanced 32.34%
 
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (3 Years)

Rank Fund Name Return
1 Eastspring Investment Japan Dynamic MY - MYR Hedged 98.36%
2 AmConservative 96.77%
3 KAF Core Income Fund 70.24%
4 AHAM World Series - Japan Growth - MYR Hedged 57.83%
5 Manulife India Equity Fund - MYR 52.83%
Source: eUnittrust.com.my

 

Top 5 Performing Unit Trust Funds (5 Years)

Rank Fund Name Return
1 KAF Core Income Fund 179.22%
2 AmConservative 115.20%
3 KAF Vision Fund 112.00%
4 KAF Tactical Fund 101.29%
5 Principal Global Technology Fund - MYR Hedged 97.80%
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 Manulife India Equity Fund - MYR 311.16%
2 Manulife Investment U.S Equity 227.51%
3 AmChina A-Shares - MYR 219.00%
4 TA Global Technology Fund 196.40%
5 KAF Core Income Fund 174.54%
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.
 

Continue reading...

About the Author

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!

SEE ALL ARTICLES

Suggested Articles

Here are the Best Fixed Deposit Promos in Malaysia 2023

Best Fixed Deposit Promos Malaysia 2024

Gold Malaysia: Here's Your Guide to Gold Investment 101!

Gold Malaysia: Here's Your Guide to Gold Investment 101!

Alternative Investment That’s Not Rocket Science: Emergence of The Novelty Sneaker Resale Industry

Flipping sneakers is the new investment alternative?