Dana Makmur Pheim has achieved RM100 Million in Fund Size

Dear Valued Investors & Business Partners,

We are delighted to announce that our Dana Makmur Pheim has achieved RM100 million in fund size as of 11 June 2019. This fund size or better known as Total Net Asset Value (NAV) is at its historical high since the fund inception on 28 January 2002. Our heartfelt appreciation and big THANK YOU to all our valued investors and business partners for their trust in our Investment Philosophy – Never Fully Invest At All Times and continuous support throughout the years.

DANA MAKMUR PHEIM – FUND PERFORMANCE

As a result of the effective Investment Philosophy, Dana Makmur Pheim was able to outperform all its peers in the Lipper Global Classification for all the 3-year, 5-year, 10-year periods for the fourth consecutive year ended Sept 2015, 2016, 2017 and 2018. To demonstrate its long-term track record in surpassing its competitors, Dana Makmur Pheim also managed to top all its peers for the 15-year period for the second consecutive year ended Sept 2017 and 2018. However, what is more impressive is its returns since inception, Jan 28, 2002 till April 30, 2019 of 366.72% which outperformed the benchmark by a large margin of 253.92%.

DANA MAKMUR PHEIM – LIPPER RANKING

As of to date, Dana Makmur Pheim ranked no. 1, outperformed all its peers, under the Lipper Global Classification for all the 1-year, 3-year, 5-year, 10-year and 15-year periods ended 30 April 2019.

Mixed Asset MYR Balanced – Malaysia (Islamic) of Lipper Global Classification
Period 3-month 6-month 1-year 3-year 5-year 10-year 15-year
Fund Return

+6.86%

+6.86%

+7.75%

+24.64%

+36.25%

160.52%

193.91%

Lipper Rank

No. 3

No. 1

No. 1

No. 1

No. 1

No. 1

No. 1

Source: Lipper IM

DANA MAKMUR PHEIM – MILESTONE & ACCOLADES

Dana Makmur Pheim has won many awards since fund inception, thanks to our proven and time-tested Investment Philosophy – Never Fully Invest At All Times. We strongly believe that strategic asset allocation that takes advantage of major market trends, supported by good stock picks are the key to superior out-performance without taking on unduly high risks.

As of 31 Dec 2018, Dana Makmur Pheim won 5 awards in 2019 Lipper Fund Awards from Refinitiv, being the Best Mixed Asset MYR Balanced Islamic Fund for the periods ended December 2018 as below:

  • Malaysia Islamic, 5-Year (5th consecutive year)
  • Malaysia Islamic, 10-Year (4th consecutive year)
  • Global Islamic, 5-Year (4th consecutive year)
  • Global Islamic, 10-Year (4th consecutive year)
  • Malaysia Provident, 10-Year (2nd consecutive year)

As of to date, Dana Makmur Pheim has won 38 awards since fund inception 17 years ago, of which 23 awards from Lipper Fund Awards from Refinitiv (Malaysia Islamic) and 15 awards from Lipper Fund Awards from Refinitiv (Global Islamic). This is one of the best records in unit trust industry.