Our Milestones
HLAM was incorporated under the name of HLB Unit Trust Management Sdn Bhd.
HLAM was converted into a public limited company.
Launched our first equity unit trust fund - HLG Growth Fund.
Launched HLG Penny Stock Fund (renamed as Hong Leong Value Fund on 27 March 2020).
HLAM was renamed HLG Unit Trust Bhd when we became a wholly-owned subsidiary of HLG Capital Berhad (now Hong Leong Capital Berhad).
HLAM acquired the business activities, assets and liabilities of HLG Asset Management Sdn Bhd.
Received 2 prestigious Lipper Fund Awards: 1 Group Award Best Equity, 1 Fund Award.
Received 4 prestigious Lipper Fund Awards: 2 Group Award Best Equity, Best Mixed Assets, 2 Fund Awards.
Received 4 prestigious Lipper Fund Awards
28 Jun 2019 - HLAM acquired the entire interest in Hong Leong Fund Management Sdn Bhd.
26 Sep 2019 - Hong Leong Fund Management Sdn Bhd was renamed to Hong Leong Islamic Asset Management Sdn Bhd (HLISAM).
18 Nov 2019 - HLISAM is granted an Islamic fund management license.
Received 12 prestigious Lipper Fund Awards: 1 Group Award - Best Equity - Malaysia Provident, 11 Fund Awards
Received 10 prestigious Lipper Fund Awards: 1 Group Award - Best Equity - Malaysia Provident, 9 Fund Awards
Received 21 prestigious Lipper Fund Awards: 1 Group Award - Best Equity - Malaysia Provident, 20 Fund Awards
Launched first Conventional ESG Fund.
Launched first PRS Fund.
Received 20 prestigious Lipper Fund Awards.
Launched first Shariah ESG Fund.
Received 8 prestigious LSEG Lipper Fund Awards.
Our Strengths
Strong Investment Capabilities
Expertise in managing local and foreign equities and local fixed income
Focus on Customer Experience
Professional client servicing to provide positive client experience
Harness on Group Synergies
Leverage on Hong Leong Group’s diverse resources & business experience
Robust Risk & Compliance Culture
Proactive management of investment & operational risks
Experienced Personnel
Management & investment team with a diverse investment portfolio experience
Our Core Activities
Providing focused investments to
Preserve clients’ assets
Generate added value
Deliver returns over time
Establishment & management of unit trust funds for provision of investment solutions to mass market.
Establishment & management of wholesale funds for provision of investment solutions for sophisticated investors.
Provision of discretionary and non-discretionary fund management services for retail and institutional investors.
Establishment and management of private retirement schemes for provision of investment solutions to mass market.
Awards and Recognition
2 Awards
Thomson Reuters Lipper Fund Awards 2017 Winner Malaysia
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Group Award:
Hong Leong Asset Management
- Best Equity Category
-
Fund Award:
Hong Leong Penny Stock Fund
- Best Fund Over 3 Years – Equity Malaysia Category
4 Awards
Thomson Reuters Lipper Fund Awards 2018 Winner Malaysia
-
Group Award:
Hong Leong Asset Management
- Best Equity Category
- Best Mixed Asset Category
-
Fund Award:
Hong Leong Growth Fund
- Best Fund Over 3 Years – Equity Malaysia Diversified Category
- Best Fund Over 3 Years – Equity Malaysia Income Category
4 Awards
Lipper Fund Awards From Refinitiv 2019 Winner Malaysia
-
Fund Awards:
Hong Leong Dividend Fund
- Best Fund Over 3 Years – Equity Malaysia Income Category
- Best Fund Over 5 Years – Equity Malaysia Income Category
- Best Fund Over 5 Years – Equity Malaysia Category
- Best Fund Over 5 Years – Mixed Asset MYR Balanced-Malaysia Category
12 Awards
Refinitiv Lipper Fund Awards 2020 Winner Malaysia
-
Group Award:
Hong Leong Asset Management
- Best Equity Award – Malaysia Provident
-
Fund Awards:
Hong Leong Dividend Fund
- Equity Malaysia Income – Malaysia Provident, 3 Years
- Equity Malaysia Income – Malaysia Provident, 5 Years
- Equity Malaysia Diversified – Malaysia Provident, 3 Years
- Equity Malaysia Diversified – Malaysia Provident, 5Years
- Equity Asia Pacific ex Japan – Malaysia, 3 Years
- Equity Malaysia – Malaysia Provident, 5 Years
- Equity Malaysia – Malaysia Provident, 10 Years
- Equity Malaysia – Malaysia Islamic, 3 Years
- Equity Malaysia – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2020 Winner Global Islamic
-
Fund Awards:
Hong Leong Dana Makmur
- Equity Malaysia – Global Islamic, 3 Years
- Equity Malaysia – Global Islamic, 5 Years
10 Awards
Refinitiv Lipper Fund Awards 2021 Winner Malaysia
-
Group Award:
Hong Leong Asset Management
- Best Equity Award – Malaysia Provident
-
Fund Awards:
Hong Leong Dividend Fund
- Equity Malaysia Income – Malaysia Provident, 5 Years
- Equity Asia Pacific ex Japan – Malaysia Provident, 3 Years
- Equity Asia Pacific ex Japan – Malaysia Provident, 5 Years
- Equity Malaysia Diversified – Malaysia Provident, 5 Years
- Equity Malaysia – Malaysia Provident, 3 Years
- Equity Malaysia – Malaysia Islamic, 3 Years
- Equity Malaysia – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2021 Winner Global Islamic
-
Fund Awards:
Hong Leong Dana Makmur
- Equity Malaysia – Global Islamic, 3 Years
- Equity Malaysia – Global Islamic, 5 Years
21 Awards
Refinitiv Lipper Fund Awards 2022 Winner Malaysia
-
Group Award:
Hong Leong Asset Management
- Best Equity Award – Malaysia Provident
-
Fund Awards:
Hong Leong Asia-Pacific Dividend Fund
- Equity Asia Pacific ex Japan – Malaysia Provident, 3 Years
- Equity Asia Pacific ex Japan – Malaysia Provident, 5 Years
- Equity Malaysia Income – Malaysia Provident, 3 Years
- Equity Malaysia Income – Malaysia Provident, 5 Years
- Equity Malaysia Income – Malaysia Provident, 10 Years
- Equity Malaysia Diversified – Malaysia Provident, 5 Years
- Equity Malaysia – Malaysia Provident, 3 Years
- Equity Malaysia – Malaysia Provident, 5 Years
- Equity Malaysia – Malaysia Islamic, 3 Years
- Equity Malaysia – Malaysia Islamic, 5 Years
- Equity Malaysia – Malaysia Islamic, 10 Years
- Mixed Asset MYR Balanced – Malaysia Provident, 3 Years
- Mixed Asset MYR Balanced – Malaysia Provident, 5 Years
- Mixed Asset MYR Balanced – Malaysia Islamic, 3 Years
- Mixed Asset MYR Balanced – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2022 Winner Global Islamic
-
Fund Awards:
Hong Leong Dana Makmur
- Equity Malaysia – Global Islamic, 3 Years
- Equity Malaysia – Global Islamic, 5 Years
- Equity Malaysia – Global Islamic, 10 Years
- Mixed Asset MYR Balanced – Global Islamic, 3 Years
- Mixed Asset MYR Balanced – Global Islamic, 5 Years
20 Awards
Refinitiv Lipper Fund Awards Malaysia 2023 Winner
-
Fund Awards:
Hong Leong Asia-Pacific Dividend Fund
- Equity Asia Pacific ex Japan – Malaysia Provident, 3 Years
- Equity Asia Pacific ex Japan – Malaysia Provident, 5 Years
- Equity Malaysia – Malaysia Provident, 3 Years
- Equity Malaysia – Malaysia Provident, 5 Years
- Equity Malaysia – Malaysia Provident, 10 Years
- Equity Malaysia – Malaysia Islamic, 3 Years
- Equity Malaysia – Malaysia Islamic, 5 Years
- Equity Malaysia – Malaysia Islamic, 10 Years
- Equity Malaysia Income – Malaysia Provident, 3 Years
- Equity Malaysia Income – Malaysia Provident, 5 Years
- Equity Malaysia Income – Malaysia Provident, 10 Years
- Mixed Asset MYR Balanced – Malaysia Provident, 3 Years
- Mixed Asset MYR Balanced – Malaysia Provident, 5 Years
- Mixed Asset MYR Balanced – Malaysia Islamic, 3 Years
- Mixed Asset MYR Balanced – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2023 Winner Global Islamic
-
Fund Awards:
Hong Leong Dana Makmur
- Equity Malaysia – Global Islamic, 3 Years
- Equity Malaysia – Global Islamic, 5 Years
- Equity Malaysia – Global Islamic, 10 Years
- Mixed Asset MYR Balanced – Global Islamic, 3 Years
- Mixed Asset MYR Balanced – Global Islamic, 5 Years
8 Awards
LSEG Lipper Fund Awards Malaysia 2024 Winner
-
Fund Awards:
Hong Leong Dana Makmur
- Best Equity Malaysia – Malaysia Islamic Fund Over 10 Years
- Best Mixed Asset MYR Balanced – Malaysia Provident Fund Over 5 Years
- Best Mixed Asset MYR Balanced – Malaysia Provident Fund Over 10 Years
- Best Mixed Asset MYR Balanced – Malaysia Islamic Fund Over 5 Years
- Best Mixed Asset MYR Balanced – Malaysia Islamic Fund Over 10 Years
LSEG Lipper Fund Awards Global Islamic 2024 Winner
-
Fund Awards:
Hong Leong Dana Makmur
- Best Equity Malaysia – Global Islamic Fund Over 10 Years
- Best Mixed Asset MYR Balanced – Global Islamic Fund Over 5 Years
- Best Mixed Asset MYR Balanced – Global Islamic Fund Over 10 Years