Saturday, February 2, 2008

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

1OSK-UOB Smart Treasure66.01%
2PB Growth59.31%
3CIMB-Principal Equity Growth & Income55.92%
4AMB Value Trust55.88%
5Public Aggresive Growth53.79%
6CMS Premier51.95%
7CIMB-Principal Equity Aggresive 151.55%
8Pacific Recovery51.33%
9CIMB-Principal Equity50.55%
10MAAKL Value50.44%


本地股票基金-回教型

1CMS Islamic78.97%
2ING Ekuiti Islam61.01%
3CIMB Islamic Equity Aggresive51.65%
4CIMB Islamic DALI Equity50.11%
5CIMB Islamic DALI Equity Growth49.52%
6CIMB Islamic Equity48.59%
7RHB Islamic Growth48.12%
8MAAKL Al-Faid46.96%
9PB Islamic Equity46.58%
10PRUdana al-ilham46.04%


本地平衡基金-传统型

1OSK-UOB Growth & Income Focus59.26%
2OSK-UOB Smart Balanced47.21%
3CIMB-Principal Balanced36.34%
4PB Balanced34.38%
5Kumpulan Modal Bumiputra Pahang33.83%
6CIMB-Principal Balanced Income31.93%
7OSK-UOB KidSave31.36%
8CMS Balanced31.28%
9PRUbalanced31.11%
10CIMB-Principal Balanced Growth30.94%


本地平衡基金-回教型

1Apex Dana Al-Faiz-i50.74%
2CMS Islamic Balanced33.79%
3CIMB Islamic Balanced Growth33.71%
4CIMB Islamic Balanced31.15%
5AmIslamic Balanced31.06%
6ASBI Dana Al-Falah29.67%
7RHB Mudharabah29.14%
8PRUdana Dinamik28.42%
9Dana Islamiah Affin28.32%
10HLG Dana Maa'rof27.30%


本地债券基金-传统型

1OSK-UOB Smart Income15.60%
2CIMB-Principal Bond 213.70%
3Alliance Moneyplus10.98%
4AmDynamic Bond8.10%
5Pheim Income6.11%
6KAF Bond5.85%
7AmanahRaya Unit Trust5.84%
8PB Fixed Income5.14%
9Avenue BondEXTRA4.98%
10Public Select Bond4.73%


本地债券基金-回教型

1CIMB Islamic Enhanced Sukuk9.94%
2Public Islamic Enhanced Bond5.22%
3CIMB Islamic Sukuk4.18%
4PRUdana Wafi3.56%
5PB Islamic Bond3.38%
6Public Islamic Bond3.32%
7ING Bon Islam3.29%
8AmanahRaya Syariah Trust3.07%
9MAAKL As-Saad2.99%
10CIMB Islamic Short Term Sukuk2.97%


亚太ex日本股票基金-传统型

1TA South East Asia Equity38.41%
2CIMB-Principal Emerging Asia33.52%
3Public Far-East Dividend32.49%
4RHB Dividend Valued Equity29.90%
5MAAKL Pacific18.80%
6HLG Asia-Pacific Dividend14.83%
7Pheim Asia Ex-Japan14.49%
8PRUasia Pacific Equity7.81%

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