Page 4 - 2Q2021 RETAIL WEALTH ADVISORY Playbook
P. 4

1Q2021 Top and Bottom Performing Funds

        Top 10 Equity Funds
         Fund name                                                                1-Mth   3-Mth     YTD      1-Yr
         AmSchroder European Equity Alpha                                         5.0%     13.4%   13.4%    59.5%
         Affin Hwang Select Asia (Ex Japan) Quantum Fund                          -3.1%    13.2%   13.2%    86.7%
         RHB US Focus Equity Fund                                                 3.4%     12.9%   12.9%    64.6%
         Affin Hwang World Series - Japan Growth Fund (MYR-Hedged Class)          6.0%     11.6%   11.6%    45.3%
         Manulife India Equity Fund                                               3.9%     11.1%   11.1%    65.3%
         Affin Hwang Dividend Value Fund - Class MYR                              2.1%     10.4%   10.4%    45.1%
         Am Global Agribusiness                                                   4.3%     10.4%   10.4%    47.2%
         RHB Asian Real Estate Fund                                               4.4%     10.4%   10.4%     7.5%
         TA European Equity Fund                                                  6.0%     9.9%     9.9%    40.8%
         Maybank Malaysia SmallCap Fund                                           -3.3%    8.2%     8.2%    114.8%
        Bottom 10 Equity Funds
         Fund name                                                                1-Mth   3-Mth     YTD      1-Yr
         MAMG Gold Fund - MYR Hedged Class                                        -3.0%   -10.5%   -10.5%     -
         United Golden Opportunity Fund - USD                                     -1.2%   -10.3%   -10.3%    6.0%
         Am Precious Metals                                                       2.4%     -7.2%   -7.2%    32.7%
         BIMB-Arabesque i Global Dividend Fund 1 USD Class                        -5.6%    -6.4%   -6.4%    18.5%
         Affin Hwang World Series - Long Term Global Growth Fund - AUD Hedged Class   -7.8%   -6.1%   -6.1%   -
         Maybank Greater China ASEAN Equity-i Fund B USD                          -4.2%    -5.1%   -5.1%    26.8%
         Affin Hwang World Series - China A Opportunity Fund AUD Hedged Class     -6.2%    -4.5%   -4.5%    42.9%
         United Global Technology Fund - USD                                      -5.5%    -3.3%   -3.3%    75.3%
         Affin Hwang Select Asia (Ex Japan) Opportunity Fund - GBP Class          -3.1%    -1.7%   -1.7%    33.6%
         Affin Hwang World Series - Global Quantum Fund GBP                       -0.2%    -1.6%   -1.6%    52.5%
        Top 10 Fixed Income Funds

         Fund name                                                                1-Mth   3-Mth     YTD      1-Yr
         Affin Hwang World Series - US Short Duration High Income Fund - Class MYR   2.8%   4.6%    4.6%    13.4%
         Maybank Flexi Income Fund MYR Class                                      1.8%     3.7%     3.7%    16.1%
         Affin Hwang World Series - Global Income Fund MYR                        2.2%     2.8%     2.8%     9.9%
         RHB China Bond Fund - MYR Class                                          0.7%     1.8%     1.8%    10.9%
         Affin Hwang Flexible Maturity Income Fund 14                             0.0%     0.9%     0.9%    16.7%
         Pheim Income Fund                                                        0.0%     0.9%     0.9%     9.6%
         Maybank Bluewaterz Total Return Fund                                     -0.1%    0.8%     0.8%    20.3%
         Maybank Flexi Income Fund USD Class                                      -0.5%    0.6%     0.6%    21.1%
         Maybank Constant Income Fund 7                                           0.0%     0.5%     0.5%    16.2%
         Maybank Financial Institutions Income Asia Fund                          -0.1%    0.4%     0.4%    17.5%
        Bottom 10 Fixed Income Funds
         Fund name                                                                1-Mth    3-Mth    YTD      1-Yr
         RHB Energy Fund                                                         -25.4%   -25.6%   -25.6%   -22.8%
         United Asian High Yield Fund - Class USD                                 -1.6%    -5.6%   -5.6%    10.5%
         TA Dana Afif                                                             -3.2%    -4.7%   -4.7%    -0.8%
         Opus Dynamic Income Fund                                                 -1.9%    -3.4%   -3.4%     1.5%
         Maybank Malaysia Sukuk Fund                                              -2.6%    -3.2%   -3.2%     3.5%
         Amundi Bond Global Aggregate Fund - USD Class                            -0.2%    -2.9%   -2.9%     8.1%
         Maybank Malaysia Income Fund                                             -2.1%    -2.6%   -2.6%     0.6%
         Maybank Malaysia Income-i Fund                                           -2.2%    -2.6%   -2.6%     3.5%
         Maybank Income Mangement-i Fund                                          -2.1%    -2.5%   -2.5%     4.0%
         Maybank Constant Income Fund 8                                           -0.8%    -2.3%   -2.3%    14.7%
        Source: Bloomberg | 31 March 2021 | Total returns in respective currency terms.
        Note: Multiple currency classes of the same fund have been omitted from the list to accommodate a wider scope of funds.


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