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Pheim Unit Trusts Berhad 7th Floor Menara Hap Seng (Letter Box 12), No. 1 & 3 Jalan P. Ramlee, 50250 Kuala Lumpur. Monday-Friday: 9am to 5pm Saturday: 9am to 1pm Tel: +(603) 2142 8888 Fax: +(603) 2141 9199 Email: support@pheimunittrusts.com
  /  News   /  14 March 2023 – Pheim Receives a Total of Four (4) Refinitiv Lipper Fund Awards

14 March 2023 – Pheim Receives a Total of Four (4) Refinitiv Lipper Fund Awards

Dana Makmur Pheim (Islamic Balanced Fund)

2023 Refinitiv Lipper Fund Awards

Dana Makmur Pheim won two (2) awards in 2023 Refinitiv Lipper Fund Awards, being the Best Fund under the Mixed Asset MYR Balanced – Malaysia category for the period ended 31 December 2022 as below:

  • Malaysia Islamic, 10 years (8th consecutive year)
  • Malaysia Provident, 10 years (6th consecutive year)

To date, Dana Makmur Pheim has bagged a total of 55 Refinitiv Lipper Fund Awards,

consisting of 20 Global Islamic Awards, and 35 Malaysia Islamic & Malaysia Provident Awards since 2003.

Dana Makmur Pheim: 10-Year,15-Year and 20-Year Periods

Incidentally, Dana Makmur Pheim ranked number 1, in terms of total return, by Refinitiv Lipper in the Islamic Mixed Asset MYR Balanced – Malaysia category for the 10-year period, for the 11th consecutive year, ended 31 December 2022. Dana Makmur Pheim also ranked number 1 by Refinitiv Lipper in the same category for the 15-year period, for the 6th consecutive year, ended 31 December 2022. On top of that, Dana Makmur Pheim is also ranked number 1 by Refinitiv Lipper in the same category for the 20-year period, for the 2nd consecutive year, ended 31 January 2023.

Best of the Best Country (Malaysia) Award

Dana Makmur Pheim won the Best of the Best Country (Malaysia) Award by Asia Asset Management under the category of Best Islamic Fund/Product for the 6th consecutive year. This is unprecedented and world best.

Pheim Asia Ex-Japan Fund (Equity Fund)

Pheim Asia Ex-Japan Fund bagged two (2) 2023 Refinitiv Lipper Fund Awards for the 3-year and 5-year periods ended 31 December 2022 as below:

  • Best Fund under Equity Asia Pacific ex Japan, 3 years (3rd consecutive year)
  • Best Fund under Equity Asia Pacific ex Japan, 5 years (3rd consecutive year)

This is the 3rd consecutive year Pheim Asia Ex-Japan Fund has won the Refinitiv Lipper Fund Awards for the 3-year and 5-year periods, demonstrating the Best Lipper Ratings for Consistent Return, measuring the Fund’s historical risk adjusted returns, relative to its peers. At its best in 2020, the Fund won three 2021 Refinitiv Lipper Fund Awards for Best Fund under Equity Asia Pacific ex Japan Category for all the 3-year, 5-year, and 10-year periods ended 31 December 2020.