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Technical Indicators (optional)
A Simple Moving Average (SMA) is the average of the previous n closing stock prices. For example, a 20-day SMA of a stock is the average of its closing prices over the past 20 days. While a SMA is unable to predict new market trends, it is capable of confirming trends that have already been established. The period of the SMA selected usually depends on the desired time horizon - 20 for short term, and 200 for long term observations.
Note: The tool is more relevant for analysing individual stocks or stock indices, but are of lesser relevance with respect to funds' NAV. Investors are advised to exercise caution and moderation in using them for investment decisions.
| Fund Name |
Annualised Returns
| 3 yr Annualised Volatility | Min NAV | Max NAV | Current NAV |
|---|---|---|---|---|---|
| RHB-OSK Growth And Income Focus Trust | 15.155% | 11.67 | 0.3795 | 0.9179 | 0.4616 (07/05/2015) |
| Kenanga Growth Fund | 17.2595% | 10.15 | 0.7324 | 2.2536 | 1.0340 (07/05/2015) |
| Eastspring Investments MY Focus Fund | 24.9901% | 12.99 | 0.3873 | 0.9135 | 0.8860 (07/05/2015) |
| Eastspring Investments Small-Cap Fund | 16.4899% | 17.52 | 0.5512 | 2.0006 | 0.6413 (07/05/2015) |
Min, Max and Current Nav figures shown are not dividend adjusted
Performance comparisons with indices are in RM.
The performance figures are calculated using bid-to-bid prices and any dividends are reinvested.
Fund performance is not available for funds with a history of less than one year
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1 comments:
It is rather uncommon to use the SMA indicator on unit trust.
To my knowledge, Kenanga Growth Fund and Eastspring Investment Small Cap are leaders in their respective categories. They are both winners of Morning Star Awards recently. But, these two funds are invested in Malaysian equities only. On account of performance, return and preservation, both are worthy recommendations.
The question of to swap or not to swap depends on whether your current fund is performing or underperforming. In my opinion, if it's underperforming for prolonged period, there is a good reason to switch to another fund to consolidate our positions.
In times of volatile global market, there is a confluence of political, regional, global financial, macro-economic factors at work which determines which equity funds perform or underperform.
These confluence of variables are indicators to enable us to make calculated decisions on using which unit trust instruments to serve our investment goals.
From my personal experience, I am taking a strong position in PB China Pacific Equity Fund which is performing. With China's visionary economic model OBOR (One Belt, One Road) initiative and the establishment of Asian Infrastructure Investment Bank (AIIB) and AEC (Asean Economic Community), great growth potential is imminent in the Asia Pacific and Asean regions. I am confident that this PB China Pacific Fund will fulfill my investment goal.