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Fund Performance

 

 

It's easy. Just follow these simple steps to view our funds performance against selected benchmarks on a cumulative (point-to-point comparison) or month-on-month (chart) basis.

Step 1 : Select the period

From Month/Year : /     To Month/Year : /

Step 2 : Choose the performance comparison tool

 Cumulative Performance (table)    Month-on-Month Performance (line chart)

Step 3 : Choose the funds (max 3)
Note : Month indicated in brackets is when the first performance statistic is available.

 Equity Trust (Oct 96)
 SCOUT (Jun 98)
 KidSave (Jun 99)
 TRAKL (May 00)
 TMT (Oct 01)
 Dana Islam (Dec 01)
 Income Fund (Apr 03)
 Cap Gua - Series 1 (Dec 03)
 GrowthPath Today (Jun 04)
 GrowthPath 2015 (Jun 04)
 GrowthPath 2025 (Jun 04)
 Emerging Opportunity (Jul 04)
 Smart Treasure (Oct 04)
 Smart Balanced (Oct 04)
 Smart Income (Oct 04)
 GIFT (Feb 05)
 Cap Gua - Series 2 (Sep 05)
 GEY (Dec 05)
 ASPAC (Feb 06)
 MMfund (Feb 06)
 GAF (May 06)
 RESO (Jul 06)
 CGBRIC (Nov 06)
 GLOBNEWSTARS (Mar 07)
 MIF (Apr 07)
 Dragon (Jun 07)
 INDXC (Aug 07)
 AREF (Oct 07)
 TGF (Nov 07)
 AAA (Dec 07)
 IMM (Nov 07)
 Big Cap (Jan 08)
 AGO (Feb 08)
 MDF (Apr 08)
 CPGOLD (Jun 08)
 GloCap (Aug 08)
 Cap Pro Equity (Oct 08)

Step 4 : Choose the benchmarks (max 3)   Need Help?

 KLCI  EMAS (until Jun 06)
 2nd Board  Technology
 Industrial  Consumer
 Ind-Product  Trading/Services
 Construction  MESDAQ
 Finance  Property
 Plantation  Mining
 Syariah  FBMEMAS (since July 06)
MSCI AC Asia ex Japan (Sep 05)
MSCI AC Asia Pacific (Feb 06)
GAF Compst Benchmk*(May 06)
RESO Compst Benchmk**(July 06)
KLIBOR-12MTHS
FD-12MTHS
MSCI AC World Free (Dec 05)
Interbank
MIF Compst Benchmk***(Apr 07)
Dragon Comp Bench****(June 07)
MSCI AC Asia-ex-Japan Real Est
8.00% p.a. NAV (Nov 07)
AAA Comp Bench***** (Dec 07)
MSCIACAPxJ Small Cap (Feb 08)
MSCI China Index (Jan 08)
FTSE 2nd Board (since Oct 04)
Maybank1MthGIATier1 (Dec 07)
FBME Syariah (since Oct 01)
MSCI World Finance


* Composite Benchmark for GAF comprising 36% S&P 500 Composite; 24% FTSE World (ex-US); 24% 5 Year US Treasury Note; 16% Citigroup Non-USD World Government Bond Index.

** Composite Benchmark for RESO comprising 50% KL Plantation Index; 25% MSCI All Countries Asia Pacific Energy Index; 25% HSBC Global Mining Index.

*** Composite Benchmark for MIF comprising 40% Dow Jones Islamic Market World Index; 60% RAM QuantShopGII (medium term) Index

**** Composite Benchmark for Dragon comprising 50% MSCI Golden Dragon (MYR); 50% RAM qs MGS 3-7 (medium)

*****Composite Benchmark for AAA comprising 40% MSCI AC Far East Ex Japan Index; 20% FTSE Global Smallcap Series Asia Pacific Ex Japan Index; 40% JP Morgan Asia Credit Index Total Return Composite.

Note : Past performance of the fund(s) is not an indication of future performance.

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