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Principal (previously known as CWA) Shah Alam Branch I Unit Trust / Unit Amanah I Takaful I Private Retirement Scheme (PRS) / Skim Persaraan Swasta I Wasiat I ASB Financing I Kerjaya
Principal (previously known as CWA) Shah Alam Branch I Unit Trust / Unit Amanah I Takaful I Private Retirement Scheme (PRS) / Skim Persaraan Swasta I Wasiat I ASB Financing I Kerjaya
In addition, we have further good news as 13 of our funds' share classes have earned 4 or 5 STARS ratings from Morningstar as follows:
ReplyDelete1. CIMB-Principal Equity Growth - 5 STAR (79 out of 492 in Asia ex Japan Equity Category)
2. CIMB-Principal Equity Growth & Income - 5 STAR (32 out of 492 in Asia ex Japan Equity Category)
3. CIMB-Principal Equity - 5 STAR (18 out of 95 in Malaysia Equity Category)
4. CIMB-Principal Strategic Bond - 5 STAR (6 out of 35 in MYR Bond Category)
5. CIMB-Principal Equity Income - 4 STAR (205 out of 492 in Asia ex Japan Equity Category)
6. CIMB-Principal Global Titans - 4 STAR (142 out of 2323 in Global Large-Cap Blend Equity Category)
7. CIMB Islamic DALI Equity Growth - 4 STAR (11 out of 85 in Islamic Equity Category)
8. CIMB Islamic Small Cap - 4 STAR (22 out of 85 in Islamic Equity Category)
9. CIMB-Principal Wholesale Equity - 4 STAR (14 out of 95 in Malaysia Equity Category)
10. CIMB-Principal Balanced Income - 4 STAR (7 out of 49 in MYR Allocation Category)
11. CIMB-Principal Bond - 4 STAR (9 out of 35 in MYR Bond Category)
12. CIMB-Principal Institutional Bond - 4 STAR (3 out of 35 in MYR Bond Category)
13. CIMB-Principal ASEAN Equity - 4 STAR (6 out of 21 in ASEAN Equity Category)
The funds’ medium and long term relative performance is the basis of the Morningstar Rating's unbiased, quantitative assessment, and they are compared to its international peers (not just funds sold in Malaysia ). High Morningstar ratings such as these are commonly used by investors and advisers to filter down the potential investment universe.