2007年基金排行榜

2007年可谓是股票型基金的丰收年，其中以OSK-UOB旗下的单位最为出色，我看这一届Lipper Award的一年表现组别应该大部分都是他们的囊中之物。CIMB也不甘示弱，虽然总成绩不及OSK-UOB，但基金的表现总算是“名列前茅”。广告打得很凶的No.1，大众信托依然不失龙头大哥的风范，不过在群雄逐鹿的时代，独领风骚的情景难以再现。

其实这次最让投资者大开眼界，莫过于CMS的小刀锯大树。CMS在2007年的大部分时间，以大幅度的差别占领了本地股票基金榜首。无论是在传统型或回教型的组别，以“天下无敌”来形容也不会太过分。不过，最后一季时后劲不足，让OSK-UOB的机智财富系列的基金迎头赶上。

·Lipper单位信托统计29/12/06至31/12/07的1年基金回酬。
·资料载自《Personal Money》第78期，二月份。

本地股票基金-传统型

1	OSK-UOB Smart Treasure	66.01%
2	PB Growth	59.31%
3	CIMB-Principal Equity Growth & Income	55.92%
4	AMB Value Trust	55.88%
5	Public Aggresive Growth	53.79%
6	CMS Premier	51.95%
7	CIMB-Principal Equity Aggresive 1	51.55%
8	Pacific Recovery	51.33%
9	CIMB-Principal Equity	50.55%
10	MAAKL Value	50.44%

本地股票基金-回教型

1	CMS Islamic	78.97%
2	ING Ekuiti Islam	61.01%
3	CIMB Islamic Equity Aggresive	51.65%
4	CIMB Islamic DALI Equity	50.11%
5	CIMB Islamic DALI Equity Growth	49.52%
6	CIMB Islamic Equity	48.59%
7	RHB Islamic Growth	48.12%
8	MAAKL Al-Faid	46.96%
9	PB Islamic Equity	46.58%
10	PRUdana al-ilham	46.04%

本地平衡基金-传统型

1	OSK-UOB Growth & Income Focus	59.26%
2	OSK-UOB Smart Balanced	47.21%
3	CIMB-Principal Balanced	36.34%
4	PB Balanced	34.38%
5	Kumpulan Modal Bumiputra Pahang	33.83%
6	CIMB-Principal Balanced Income	31.93%
7	OSK-UOB KidSave	31.36%
8	CMS Balanced	31.28%
9	PRUbalanced	31.11%
10	CIMB-Principal Balanced Growth	30.94%

本地平衡基金-回教型

1	Apex Dana Al-Faiz-i	50.74%
2	CMS Islamic Balanced	33.79%
3	CIMB Islamic Balanced Growth	33.71%
4	CIMB Islamic Balanced	31.15%
5	AmIslamic Balanced	31.06%
6	ASBI Dana Al-Falah	29.67%
7	RHB Mudharabah	29.14%
8	PRUdana Dinamik	28.42%
9	Dana Islamiah Affin	28.32%
10	HLG Dana Maa'rof	27.30%

本地债券基金-传统型

1	OSK-UOB Smart Income	15.60%
2	CIMB-Principal Bond 2	13.70%
3	Alliance Moneyplus	10.98%
4	AmDynamic Bond	8.10%
5	Pheim Income	6.11%
6	KAF Bond	5.85%
7	AmanahRaya Unit Trust	5.84%
8	PB Fixed Income	5.14%
9	Avenue BondEXTRA	4.98%
10	Public Select Bond	4.73%

本地债券基金-回教型

1	CIMB Islamic Enhanced Sukuk	9.94%
2	Public Islamic Enhanced Bond	5.22%
3	CIMB Islamic Sukuk	4.18%
4	PRUdana Wafi	3.56%
5	PB Islamic Bond	3.38%
6	Public Islamic Bond	3.32%
7	ING Bon Islam	3.29%
8	AmanahRaya Syariah Trust	3.07%
9	MAAKL As-Saad	2.99%
10	CIMB Islamic Short Term Sukuk	2.97%

亚太ex日本股票基金-传统型

1	TA South East Asia Equity	38.41%
2	CIMB-Principal Emerging Asia	33.52%
3	Public Far-East Dividend	32.49%
4	RHB Dividend Valued Equity	29.90%
5	MAAKL Pacific	18.80%
6	HLG Asia-Pacific Dividend	14.83%
7	Pheim Asia Ex-Japan	14.49%
8	PRUasia Pacific Equity	7.81%