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

To date, Dana Makmur Pheim has bagged a total of 56 Refinitiv Lipper Fund Awards, consisting of 21 Global Islamic Awards, and 35 Malaysia Islamic & Malaysia Provident Awards since 2003.

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 11^th 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 6^th 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 2^nd consecutive year, ended 31 January 2023.

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

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 10-year period ending December 2021. This was the seventh consecutive year that the fund has won the Award for 10-year period.

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Malaysia Provident Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 10-year period ending December 2021. This was the fifth consecutive year that the fund has won the Award for 10-year period.

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Global Islamic) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 10-year period ending December 2021. This was the seventh consecutive year that the fund has won the Award for 10-year period.

Pheim Asia Ex-Japan Fund (Equity Fund) won Refinitiv Lipper Fund Awards (Malaysia) for Best Fund under Equity Asia Pacific Ex-Japan Category for the 3-year and 5-year periods ending December 2021. This was the second consecutive year that the fund has won the Awards for 3-year and 5-year periods.

Dana Makmur Pheim was awarded “Best of the Best Country Awards – Malaysia 2022” for the Best Islamic Fund (Balanced Fund) Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions. This was the fifth consecutive year that the fund has won award by Asia Asset Management.

Dr. Tan Chong-Koay was conferred the 2022 ASEAN Distinguished Entrepreneur Lifetime Achievement Award at the 2022 ASEAN Leadership and Partnership Forum which was officiated by the Prime Minister of Cambodia, H.E. Samdech Decho Hunsen at Hyatt Regency Hotel, Phnom Penh, Cambodia in September 2022.

* Externally verified    ^ Internally verified

Pheim Asia Ex-Japan Fund (Equity Fund) won Refinitiv Lipper Fund Awards (Malaysia) for Best Fund under Equity Asia Pacific Ex-Japan Category for the 3-year, 5-year, and 10-year periods ending December 2020. This was the first year that the fund has won awards and received all 3-year, 5-year and 10-years periods.

Pheim Emerging Companies Balanced Fund (Balanced Global Fund) won Refinitiv Lipper Fund Awards (Malaysia) for Best Fund under Mixed Asset MYR Balanced – Global Category for 10-year period ending December 2020.

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Global Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 10-year period ending December 2020. This was the sixth consecutive year that the fund has won the Award for 10-year period.

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 10-year period ending December 2020. This was the sixth consecutive year that the fund has won the Award for 10-year period.

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Malaysia Provident Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 10-year period ending December 2020. This was the fourth consecutive year that the fund has won the Award for 10-year period.

Dr Tan was conferred the National Outstanding Entrepreneurs Lifetime Achievement Award which was presented by Yang Di-Pertua Negeri Melaka, T.Y.T Tun Seri Setia (Dr.) Haji Mohd Ali bin Mohd Rustam on the Lifetime Achievement Awards Ceremony held at Hotel Istana Kuala Lumpur City on 30 March 2021.

Dana Makmur Pheim was awarded “Best of the Best Country Awards – Malaysia 2021” for the Best Islamic Fund (Balanced Fund) Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions. This was the fourth consecutive year that the fund has won award by Asia Asset Management.

* Externally verified    ^ Internally verified

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Global Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 3-year, 5-year and 10-year periods ending December 2019. This was the fifth consecutive year that the fund has won the Award for 5-year and 10-year periods.

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 3-year, 5-year and 10-year periods ending December 2019. This was the fifth consecutive year that the fund has won the Award for 5-year and 10-year periods. For the 5-year period, the fund actually won the Award for the sixth consecutive year.

Dana Makmur Pheim (Balanced Islamic Fund) won Refinitiv Lipper Fund Awards (Malaysia Provident Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 3-year, 5-year and 10-year periods ending December 2019. This was the third consecutive year that the fund has won the Award for 10-year period.

Pheim Asia Ex-Japan Islamic Fund (Equity Islamic Fund) won Refinitiv Lipper Fund Awards (Global Islamic Funds) for Best Fund under Equity Asia Pacific Ex-Japan Category for the 3-year period ending December 2019.

Pheim Asia Ex-Japan Islamic Fund (Equity Islamic Fund) won Refinitiv Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Equity Asia Pacific Ex-Japan Category for the 3-year period ending December 2019.

Dana Makmur Pheim was awarded “Best of the Best Country Awards – Malaysia 2020” for the Best Islamic Product Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions. This was the third consecutive year that the fund has won award by Asia Asset Management.

* Externally verified    ^ Internally verified

Dana Makmur Pheim (Balanced Islamic Fund) won Lipper Fund Awards (Global Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 5-year and 10-year periods ending December 2018. This was the fourth consecutive year that the fund has won the Award for 5-year and 10-year periods.

Dana Makmur Pheim (Balanced Islamic Fund) won Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 5-year and 10-year periods ending December 2018. This was the fourth consecutive year that the fund has won the Award for 5-year and 10-year periods. For the 5-year period, the fund actually won the Award for the fifth consecutive year.

Dana Makmur Pheim (Balanced Islamic Fund) won Lipper Fund Awards (Malaysia Provident Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 10-year period ending December 2018. This was the second consecutive year that the fund has won the Award for 10-year period.

Dana Makmur Pheim was awarded “Best of the Best Country Awards – Malaysia 2019” for the Best Islamic Product Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions. This was the second consecutive year that the fund has won award by Asia Asset Management.

* Externally verified    ^ Internally verified

Dana Makmur Pheim (Balanced Islamic Fund) won Thomson Reuters Lipper Fund Awards (Global Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 3-year, 5-year and 10-year periods ending December 2017. This was the third consecutive year that the fund has won the Award for all three 3-year, 5-year and 10-year periods.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Thomson Reuters Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 3-year, 5-year and 10-year periods ending December 2017. This was the third consecutive year that the fund has won the Award for all three 3-year, 5-year and 10-year periods. For the 3-year and 5-year periods, the fund actually won the Award for the fourth consecutive year.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Thomson Reuters Lipper Fund Awards (Malaysia Provident Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 3-year, 5-year and 10-year periods ending December 2017. This was the second consecutive year that the fund has won the Award for 3-year and 5-year periods.

Dana Makmur Pheim was awarded “Best of the Best Country Awards – Malaysia 2018” for the Best Islamic Product Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.

* Externally verified    ^ Internally verified

Pheim Malaysia was the sole winner of the Putrajaya Perdana Award at 4^th Malaysia Independence Award 1957 @ Anugerah Merdeka in Malaysia on September 18, 2017.

Dr Tan was named “The Warren Buffett of Asia” by World Wealth Creation Conference 2017 in The Straits Times, Singapore (April 20, 2017) for being one of the best performing fund managers and for truly enhancing value-investing.

Dana Makmur Pheim (Balanced Islamic Fund) won Thomson Reuters Lipper Fund Awards (Global Islamic) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 3-year, 5-year and 10-year periods ending December 2016.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Thomson Reuters Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for the 3-year, 5-year and 10-year periods ending December 2016. This was the second consecutive year that the fund has won the Award for all three 3-year, 5-year and 10-year periods. For the 3-year and 5-year periods, the fund actually won the Award for the third consecutive year.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Thomson Reuters Lipper Fund Awards (Malaysia Provident Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 3-year and 5-year periods ending December 2016.

* Externally verified    ^ Internally verified

Pheim Malaysia was recognised by the CFA Institute as one of the first 2 firms in Malaysia to claim compliance with CFA Institute’s Asset Manager Code of Professional Conduct, which provides a benchmark of ethical conduct by asset managers and offers a higher level of confidence in firms that adopt the code.

Dr Tan was awarded “Asia Pacific Entrepreneurship Awards 2016” under the Financial Services industry category by Enterprise Asia.

Pheim Malaysia was ranked No. 1 for Best 3-Year Return on Investment (ROI) Domestic Equity Portfolio Manager Year 2015, Best Domestic Equity Portfolio Manager Year 2015 by Employees Provident Fund (EPF) of Malaysia.

Dana Makmur Pheim (Balanced Islamic Fund) won Thomson Reuters Lipper Fund Awards (Global Islamic) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 3-year, 5-year and 10-year periods ending December 2015.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Thomson Reuters Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 3-year, 5-year and 10-year periods ending December 2015.

Pheim Malaysia won Best Mixed Assets Group Award for 2015 awarded by The Edge-Thomson Reuters Lipper Fund Awards.

Dr Tan resigned from Pheim Malaysia as Chief Executive Officer and was appointed as Executive Chairman/ Chief Strategist of Pheim Malaysia in Feb 2016.

* Externally verified    ^ Internally verified

On October 29, 2015, Dr Tan Chong Koay was given all clear approval from the Monetary Authority of Singapore for his appointment as Chief Executive Officer/Chief Strategist and Executive Director of Pheim Singapore.

Dr Tan Chong Koay was named “Market Wizard of Malaysia” by Beijing-based The China Daily on March 14-15, 2015 Edition under the Entrepreneur Special Section coincided with the Closing Meeting of the Top Political Advisory Body’s Annual Session.

Pheim Emerging Companies Balanced Fund (Balanced Global Fund) won The Edge-Lipper Fund Awards (Malaysia) for Best Fund under Mixed Asset MYR Balanced – Global Category for 3-year and 5-year periods ending December 2014.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced Category for 3-year and 5-year periods ending December 2014.

Dana Makmur Pheim (Balanced Islamic Fund) won Thomson Reuters Lipper Fund Awards (Global Islamic) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 1-year, 2-year and 3-year periods ending December 2014.

Pheim Asia Ex-Japan Islamic Fund won Thomson Reuters Lipper Fund Awards (Global Islamic) for Best Fund under Equity Asia Pacific Ex-Japan Category for 2-year period ending December 2014.

* Externally verified    ^ Internally verified

Dana Makmur Pheim (Balanced Islamic Fund) won Thomson Reuters Lipper Fund Awards (Global Islamic) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category by Thomson Reuters for 1-year period ending December 2013.

Pheim Asia Ex-Japan Islamic Fund won Thomson Reuters Lipper Fund Awards (Global Islamic) for Best Fund under Equity Asia Pacific Ex-Japan Category for 1-year period ending December 2013.

In March, Beijing-based The China Daily named Dr. Tan Chong Koay as one of the 80 Global Eminent Business Leaders.

* Externally verified    ^ Internally verified

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Lipper Fund Awards (Malaysia Islamic Funds) for Best Fund under Mixed Asset MYR Balanced – Malaysia Category for 10-year period ending December 2012.

* Externally verified    ^ Internally verified

Pheim Asia Ex-Japan Islamic Fund won The Edge-Lipper Fund Award (Malaysia) for Best Fund under the Equity Asia Pacific Ex-Japan Category for 5-year period ending December 2011.

On January 14, 2012, Dr Tan was awarded 《亚太地区最受尊敬华人企业家》in China – “Most Respected Chinese Entrepreneurship Award in Asia Pacific” by China Economic Trading Promotion Agency, People’s Republic of China.
(In the citation  for this award, it was stated: “Dr Tan’s ability to weather through many crises such as the Financial Crisis in 1998/1999, Tech Bubble in 2000 and the Global Financial Crisis in 2008/2009 over the span of his career demonstrated charisma and wisdom of an outstanding entrepreneur”)

* Externally verified    ^ Internally verified

Apex Asia Ex-Japan Balanced Fund (managed by Pheim Malaysia as the External Investment Manager) won The Edge-Lipper Malaysia Fund Awards 2011 as the Best Fund for the Mixed Asset MYR Balanced – Global Fund Category for 3-year period ending December 2010.

On December 19, 2010, Dr Tan was awarded “China Top 10 Financial Intelligent Persons Special Award 2010” 《中华十大财智人物特别奖》by China Culture Development Institute, People’s Republic of China.
(Main reason for winning this award: “Dr Tan is a worthy model for overseas Chinese entrepreneurs.  He pioneered and shaped the asset management industry, through the crises and cycles, demonstrating charisma and wisdom of an outstanding entrepreneur”)

On October 29, 2010, Dr Tan was awarded Outstanding Entrepreneurship Award at Asia Pacific Entrepreneurship Awards (APEA) 2010, by Enterprise Asia.
(Main reason for winning this award: “Dr Tan’s ability to weather major crashes exceptionally well made him one of the all-time greats among his peers in Asia”)

Assets under management was US$1 billion^.

Pheim Malaysia outperformed the Benchmark 10 out of 12 calendar years for the largest client for Malaysia Equity mandate ending December, 2008. Cumulatively, Pheim Malaysia outperformed the client’s benchmark every calendar year for 12 calendar years.

Dr Tan was awarded “Best of the Best Awards 2008, CEO of the Year for Malaysia” by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.

* Externally verified    ^ Internally verified

Assets under management hit US$1.20 billion^.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Lipper Malaysia Fund Awards for Best Mixed Asset MYR Balanced Islamic Fund for 5-year period ending December 2007.

Pheim Malaysia was ranked No. 2 for Best Overall Malaysia Equity Manager by the largest Malaysia Mandate client for 5 consecutive years.

Pheim Malaysia was ranked No. 1 for Best 3-year Realised Return Malaysia Equity Manager for 3 consecutive years by the largest Malaysia Mandate client.

* Externally verified    ^ Internally verified

Pheim Unit Trusts Berhad launched Pheim Asia Ex-Japan Islamic Fund, the first absolute benchmark Shariah-compliant fund in Malaysia that invests in Asia excluding Japan in November 2006.

Dr Tan was named “Southeast Asia’s Small-Cap King” by Bloomberg, in August 2006.

Pheim Unit Trusts Berhad launched Pheim Asia Ex-Japan Fund, the first absolute benchmark fund in Malaysia that invests in Asia excluding Japan in July 2006.

Pheim Malaysia was awarded “Best of Best Country Awards 2004, Malaysia Best Boutique House of the Year” by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.

Pheim Malaysia was ranked No. 1 for Best 1-year Realised Return Malaysia Equity Manager by the largest Malaysia Mandate client.

Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Lipper Malaysia Unit Trust Fund Awards 2004 for the second consecutive year for Mixed Asset-Islamic/ Syariah Category for 1-year period ending December 2004.

Pheim Unit Trusts Berhad’s 3 unit trust funds, in the first full calendar year, won The Edge-Lipper Malaysia Unit Trust Fund Awards as the top fund for their respective categories for 1-year period. All 3 unit trust funds also won The Star/Standard & Poor’s Investment Fund Award as the top fund for their respective categories for 1-year period ending December 2003.

Pheim Unit Trusts Berhad started operations and launched the first 3 unit trust funds in January.