Market Outlook
Equity Market Outlook
- Global economic outlook remains positive, which should benefit the export sector.
- We remain positive on the Malaysia market.
- Our funds are positioned in selected export stocks, laggard large cap stocks and sectors that may benefit from government pump-priming such as consumer and construction sectors.
Fixed Income Outlook
- Federal Open Market Committee (FOMC) to take centre stage next week, we do not expect new insights in the meeting.
- Local govvies traded marginally better however, investors to remain cautious ahead of FOMC meeting.
- We see short tenured bonds traded better i.e. 3/5 yrs Malaysian Government Securities (MGS).
|
Fund |
% Growth MYR |
||||||||||
|
31/12/14 to 21/7/17 |
31/12/15 to 21/7/17 |
31/12/16 to 21/7/17 |
21/7/16 to 21/7/17 |
21/7/14 to 21/7/17 |
21/7/12
to |
21/7/07
to |
|||||
|
Since 1/1/2015 |
Since 1/1/2016 |
YTD |
1 Yr |
3 Yrs |
5 Yrs |
10 Yrs |
|||||
|
Hong Leong Growth Fund |
25.67 |
16.61 |
17.87 |
17.10 |
21.96 |
49.18 |
40.22 |
||||
|
Hong Leong Penny Stock Fund |
39.52 |
17.43 |
13.85 |
13.38 |
33.70 |
67.30 |
100.68 |
||||
|
Hong Leong Consumer Products Sector Fund |
34.39 |
19.88 |
7.87 |
5.45 |
20.08 |
45.99 |
184.52 |
||||
|
Hong Leong Dana Makmur |
29.08 |
14.14 |
16.62 |
17.12 |
22.01 |
38.28 |
65.24 |
||||
|
Hong Leong Dividend Fund |
38.87 |
26.77 |
18.19 |
19.23 |
33.03 |
56.66 |
89.99 |
||||
|
Hong Leong Asia-Pacific Infrastructure Fund |
15.85 |
9.94 |
10.56 |
10.44 |
9.49 |
15.58 |
-21.06 |
||||
|
Hong Leong Asia-Pacific Dividend Fund |
29.57 |
21.70 |
19.58 |
22.66 |
23.94 |
33.38 |
12.52 |
||||
|
Hong Leong Hong Kong Equity Optimizer Fund |
26.45 |
17.93 |
15.93 |
26.25 |
14.49 |
49.18 |
- |
||||
|
Hong Leong Balanced Fund |
28.30 |
12.97 |
11.78 |
10.59 |
25.41 |
41.08 |
80.00 |
||||
|
Hong Leong Dana Maa'rof |
19.46 |
9.50 |
10.83 |
10.97 |
15.37 |
26.37 |
66.02 |
||||
|
Hong Leong Strategic Fund |
21.31 |
16.33 |
10.97 |
8.25 |
17.85 |
39.51 |
42.66 |
||||
|
Hong Leong Strategic Opportunity Fund |
- |
- |
12.05 |
13.75 |
- |
- |
- |
||||
|
Hong Leong Bond Fund |
8.12 |
4.72 |
2.35 |
1.59 |
10.33 |
15.55 |
43.84 |
||||
|
Hong Leong Wholesale Bond Fund |
11.25 |
7.13 |
2.85 |
2.99 |
13.53 |
- |
- |
||||
|
Hong Leong Institutional Bond Fund |
10.12 |
6.56 |
2.63 |
3.41 |
11.84 |
18.09 |
39.04 |
||||
|
Hong Leong Islamic Income Management Fund |
8.26 |
4.83 |
1.99 |
2.80 |
9.75 |
15.54 |
32.85 |
||||
|
Hong Leong Income Management Fund |
9.67 |
5.73 |
1.94 |
3.50 |
11.34 |
18.19 |
- |
||||
|
Hong Leong Islamic Institutional Income Management Fund II |
8.78 |
5.21 |
1.73 |
3.15 |
10.30 |
- |
- |
||||
|
Hong Leong Money Market Fund |
9.38 |
5.70 |
2.03 |
3.55 |
- |
- |
- |
||||
Source: Lipper for Investment Management, as at 21 July 2017. Past performance is not necessarily indicative of future performance.
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