Memaparkan catatan dengan label KSGF. Papar semua catatan
Memaparkan catatan dengan label KSGF. Papar semua catatan

Rabu, 26 Februari 2014

KENANGA INVESTORS WINS BEST PERFORMING EQUITY MALAYSIA FUND AGAIN


KUALA LUMPUR, 19 FEBRUARY 2014 – Kenanga Investors Berhad’s (“KIB”), Kenanga Growth Fund and Kenanga Syariah Growth Fund won the Best Performing Equity Malaysia Fund title at the prestigious Lipper Malaysia Fund Award 2014 for the year ended 31 December 2013.

Its Kenanga Growth Fund won the Best Equity Malaysia Fund for 3 and 5 years while the Kenanga Syariah Growth Fund won the Best Equity Malaysia Diversified for 10 years. 

According to Mr. Chay Wai Leong, Group Managing Director of Kenanga Group, “This is indeed another great achievement for K & N Kenanga Holdings Berhad (“Kenanga Group”) as our experienced Fund Management team continues to deliver consistent and excellent performance superior to the benchmark index.


Kenanga’s award winning funds Kenanga Growth Fund delivered an annual total return of 19.07%* (3 years), 26.35%* (5 years) while the Kenanga Syariah Growth Fund delivered 20.55%* (10 years) annual total returns in 2013.” 

KIB’s Chief Executive Officer, En. Abdul Razak bin Ahmad said, “The strengths of our winning funds lie with the disciplined approach in conducting research and stock picking. It underlined by our value-based investment philosophy and supported by a team of dynamic fund managers and analysts who constantly identify market trends and stock ideas. 

“One of the biggest challenges faced last year was managing the increased volatility associated with various event risks, but we managed through investing in a diversified portfolio of companies with sustainable business model which trade at a discount to their intrinsic value.” 

On the outlook for the year, En. Abdul Razak said “We expect volatility to persist in the first quarter of this year. However, we believe the current market weakness presents an opportunity to position for a stronger 2H as export recovery in Asia gathers momentum.” 
The Lipper Malaysia Fund Award is a prominent yearly event organised to honour top-performing unit trust funds in the country. 

For more information about KIB,
please contact +6012-3970089






Selasa, 1 Oktober 2013

Enclosed here with the latest guide from FIMM with regards to Investment In Unit Trust & PRS.


Dear All coustomers,

 Enclosed herewith the latest guide from FIMM with regards to Investment In Unit Trust & PRS.

 Content of the circular:

 We would like to bring to your attention to Clauses 2.4.5 and 3.3.5 of FIMM’s Code of Ethics and Rules of Professional Conduct, on the payment for investment in unit trust schemes (“UTS”) and private retirement schemes (“PRS”).

In order to strengthen the element of investor protection, all UTS / PRS Distributors are reminded to ensure the following are adhered to at all times:

1)    UTS / PRS Consultant should neither accept cash nor have it credited into their personal bank accounts from investors for purposes of investment in UTS/PRS. In addition, UTS / PRS Distributors should not accept cheques that are made in the name of investors for purposes of investment in UTS / PRS;
 
2)    Investors must be advised to ensure the cheques are made in the name of Kenanga Investors Berhad, and for the benefit of investors by including the following information on the reverse of the cheque;

 
a)    Investor’s name and identification card number or account number (if any) (for individual investors); OR

 b)    Name and company registration number or account number (if any) (for corporate investors); and

  
Should you requie further information kindly contact your adviser for assistance

 

Thank You.
 
 
 
 

Isnin, 8 April 2013

SPEACIAL OFFER : 0 % SALES CHARGE 1 - 14 APRIL 2013 ?

 
Peluang terbaik untuk melabur bagi Kenanga Investors staff dan staff yang bekerja di Kenanga International Building. 

 Promosi ini bermula 1 April dan akan berakhir pada 12 April 2013. Booth promosi di buka di Lantai G, Bangunan Kenanga International bermula pada jam 10.00 pagi hingga 3.30 petang setiap hari.
 
 
 
 
0 % Sales charge untuk kenanga staff, manakala 2% untuk kakitangan lain yang ada di Bangunan Kenanga International. Sila bawa pas staf anda untuk dapatkan harga diskaun ini.
 
PASTIKAN ANDA TIDAK TERLEPAS PELUANG KEEMASAN INI.
 
 
 
Untuk keterangan lanjut boleh hubungi saya di talian 012-397 0089
 
 
 

Selasa, 5 Februari 2013

SELAMAT TAHUN BARU 2013

 

SELAMAT TAHUN BARU 2013 diucapkan kepada semua rakan pelabur dalam Kenanga Investors. Semoga kedatangan 2013 ini akan memberikan kepada kita semangat dan azam baru bagi menghadapi hari mendatang.
 
Rakan-rakan sekelian, pada permulaan 2013 ini, kita lihat FBM KLCI terus menunjukkan peningkatan dalam pasaran. Ini bermakna aliran pelaburan yang semakin meningkat dalam pasaran saham menunjukkan ianya semakin kukuh bagi tahun 2013.
 
Rakan-rakan sekelian, Tahun 2013 ini adalah tahun terbaik sekiranya anda berminat untuk menambah pelaburan dalam Unit Trust atau sekiranya anda baru ingin berjinak-jinak untuk mencuba dalam Pelaburan Unit Trust, inilah waktu terbaik untuk anda mempelajari selok-belok pelaburan.
 
Untuk makluman rakan sekelian, baru- baru ini Kenanga telah mengumumkan pembahagian keuntungan ke atas 7 jenis fund yang ada. Mungkin ada yang perasan atau pun tidak, sebenarnya pada tahun 2012 sahaja Kenanga telah memberikan 2 kali bonus kepada setiap pelaburnya.
 
Bonus pertama telah diberikan kepada pelabur dalam KSGF dan KGF pada 1 Jun 2012 di mana setiap unit yang ada pada pelabur telah di split kan 1:2. Ini bermakna sesiapa yang ada 1 Unit maka Kenanga memberi 2 unit lagi. Ini bermakna selepas split unit pelabur mempunyai 3 unit dalam pegangan mereka. Contohnya sekiranya pelabur ada 100 000 unit pada awalnya, kenanga memberikan bonus 200 000 lagi. Sudah tentu jumlah selepas split unit berlaku adalah 300 000.

Bonus kedua adalah pengagihan keuntungan kepada 7 jenis fund yang ada. Ini bermakna Kenanga sentiasa prihatin dan menghargai kepercayaan yang anda berikan. Jadi teruskan melabur dalam Kenanga Investors demi masa depan yang lebih cemerlang.




SELAMAT TAHUN BARU 2013

Selasa, 31 Julai 2012

Perbandingan Kenanga Syariah Growth Fund (KSGF) Dengan Pelaburan Islam Lain


Graf yang diperolehi dari Lipper tentang perbandingan 5 tahun performance Islamic Unit Trust di Malaysia. Semua pelaburan yang ada adalah baik sebenarnya. Cuma kekuatan sesuatu fund itu terletak pada Fund Manager. sejauh mana mereka cekap menguruskan pelaburan itu. bagi kita sebagai pelabur pula, kebijakan kita terletak pada jenis fund yang kita pilih. Ada fund yang memberi keuntungan lebih kurang 3-5% per annum, seperti money market, Bond dll. Ada juga fund yang boleh beri keuntungan 8-12 % per annum. Yang lebih baik dan tidak mustahil ada yang boleh menjangkau 18-35% keuntungan per annum. 

Semuanya bergantung pada pelabur itu sendiri yang memilih jenis fund yang diminati dan dimanakah fund itu dilaburkan. Kerana wang adalah milik anda !! anda berhak memilih fund yang mana & dimanakah ianya akan dilaburkan seperti Malaysia Islamic Equity, Japan, China, Hong Kong dll.

Berdasarkan graf di atas dalam tempoh 5 tahun, KSGF telah menunjukkan performance pelaburan yang amat memberangsangkan berbanding Islamic Fund yang lain dengan mencapai keuntungan 71.35%  berbanding  ditangga kedua pada 57.20 %  dan yang di tangga kelima pada 18.11%. Disini membuktikan performane KSGF dalam Malaysia Equity Islamic sehingga 2011.

KSGF "High Return & Low Risk" akan cuba memastikan setiap pelaburan anda memberi pulangan yang tinggi pada risiko yang rendah. Kalau kita lihat  objektif  pelaburan KSGF juga memberi pulangan pelaburan yang tinggi dalam ekuity untuk jangka masa panjang berlandaskan/menepati prinsip Syariah. Oleh itu sebagai pelabur anda layak untuk memilih citarasa anda dalam pelaburan. Melaburlah hari ini untuk menjamin kehidupan yang lebih sempurna di masa hadapan. Berapa ramai rakyat Malaysia hari ini yang duit simpanannya habis dalam masa 3 tahun sahaja selepas persaraan! Dan berapa ramai rakyat Malaysia yang diistiharkan muflis kerana hutang?

Jadi sebagai pelabur anda layak tentukan apakah matlamat pelaburan wang yang anda ingin laburkan. Adakah inginkan di tempat yang memberi keuntungan yang tinggi dalam masa panjang atau anda lebih selesa  hanya mendapat 3-5% keuntungan tahunan seperti menyimpan di bank.

Untuk keterangan lanjut berhubung KSGF, boleh hubungi saya di talian 012-397 0089 @ email: abumawaddah@gmail.com

Isnin, 16 Julai 2012

Kenanga Syariah Growth Fund: Highest Return & Low Risk


Tahniah sekali lagi kepada Kenanga Syariah Growth Fund (KSGF) kerana masih lagi mengungguli pelaburan jangka masa panjang dan telah menerima anugerah " The EDGE-Lipper Award Best Malaysian Equity Islamic fund For 3-Years & 5- Years untuk tahun 2011"

Untuk tahun 2011 KSGF memberi pulangan tahunan 16.93% dan di ikuti oleh Kenanga Islamic pada 13.01%. Walaupun KSGF  growth pelaburan dan memberi pulangan yang tinggi, tetapi KSGF dapat mengkalkan prestasi pelaburannya pada risiko yang amat rendah.



Sekiranya anda berminat untuk mencuba atau menambah pelaburan dalam unit trust, Kenanga Syariah Growth Fund adalah fund yang terbaik untuk dijadikan pilihan pelaburan anda kerana ianya memberi pulangan yang konsiten menurut lipper analys.

Selasa, 14 Februari 2012

Kenanga Syariah Growth Fund Terus Mengekalkan Rekod Kecemerlangan Pulangan Tertinggi Bagi Tahun 2011






Kenanga Syariah Growth Fund (KSGF) mengkalkan kecemerlangan pulangan keuntungan tertinggi pada risiko yang rendah bagi tahun 2011. Pada akhir tahun 2011 KSGF memberikan 16.9% keuntungan tahunan sehingga diberi anugerah dana Unit Trust terbaik 2011. KSGF adalah dana Kenanga Syariah Growth Fund telah berada dipasaran semenjak 10 tahun yang lalu diuruskan oleh Kenanga Investors Berhad.


KSGF terus jauh meninggalkan fund yang lain pada 6% menyebabkan KSGF pada hari ini semakin dicari oleh pelabur samaada muslim atau non-muslim. Oleh sebab itu NAV KSGF pada hari ini tinggi RM 2.9589/unit. KSGF juga jauh kehadapan mencatat keuntungan pulangan berbanding FTSE Bursa Malaysia KLCI yang mencatat hanya 4.5%. Perbezaan ini amat ketara jauh iaitu 12.4%.




Table 1: Funds that have outperformed the KLCI





FTSE Bursa Malaysia KLCI 4.5%*


Walaupun KSGF memberi pulangan yang tinggi, tetapi kekuatannya mencatatkan risiko yang rendah juga faktor besar pelabur terus berminat untuk melabur dalam Fund KSGF. Pada kebiasaannya dalam pelaburan, piulangan tinggi risiko juga tinggi (high return, high risk), tetapi berbeza pada KSGF kerana ianya cukup cantik & hebat kerana pulangan tinggi tetapi risiko rendah (high return, low risk).

KSGF mencatatkan risiko yang begitu rendah iaitu 7.4% berbanding FTSE Bursa Malaysia KLCI

yang mencatatkan risiko 9.8%. Ini menandakan KSGF adalah Fund yang terbaik kerana setiap pelabur akan memilih untuk melabur dalam Fund yang paling rendah risiko kerugian.




Table 2: Downside Risks


FTSE Bursa Malaysia KLCI 9.8%


Source: Bloomberg, iFAST*Downside risk is the annualised standard deviation of daily losses


Oleh itu sebagai pelabur anda adalah berhak untuk memilih fund mana yang ingin dilaburkan. Manakala saya sebagai Perunding Kewangan Islam hanya boleh memberi gambaran tentang sesuatu pelaburan, dan mencadangkan fund yang terbaik, tetapi kuasa untuk memilih adalah di tangan anda.


Semoga anda akan menjadi pelabur yang bijak dalam menentukan masa depan kewangan anda.




































Ahad, 5 Februari 2012

Recommended Funds 2011/2012

FUNDS THAT WE RECOMMEND






We strive to analyze funds with as long a comparable history as possible and only within their peer group. For a look at our methodology, please go to here. Please note that while we hope that these recommendations would be useful for investors, you are also advised to look at the fund's prospectus and do your own further research before making your investment decisions.

We advise investors to have a diversified portfolio that is spread over the whole world. The recommended funds should not be seen as being recommended in isolation. These funds are what we would recommend amongst their peer groups if you would like to invest in a fund from a particular sector or region. So, if you are interested in funds from one region like Japan, then you can see the recommended funds we have within the Japan region. There is little basis of comparing a Japan fund with a Europe fund.


For investors who are also interested in an allocation to the various sectors, we suggest that you refer to our Sector Star Ratings page which shows our views towards the various regions. For aggressive investors who wish to take more risk for the purpose of potentially higher returns, you can take note of the articles we sometimes put out highlighting Fundsupermart's view of a particular region.

For a more detailed description of why we recommend any particular fund, please click on the recommended fund's name below:


Funds Recommended Fundsupermart Risk Rating Invested over the length of time Buy?
    3 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5 yr (%) YTD (%)  
Asia Ex-Japan Equity Islamic
Prudential Asia Pacific Shariah Equity Fund 8-High Risk  1.25 -5.55 -1.68 52.17 - 1.57
Asia Ex-Japan Balanced
OSK-UOB Asia Active Allocation Fund 6-Moderately High Risk  3.9 -7.99 -0.88 39.39 - 3.9
Global Balanced
RHB Global Multi Manager Fund 6-Moderately High Risk  1.94 -0.78 5.97 32.25 - 1.76
Malaysia Balanced
OSK-UOB KidSave Trust 5-Moderate Risk  4.4 5.33 20.15 53.15 65.91 1.4
RHB GoldenLife 2020 5-Moderate Risk  5.51 0.69 20.51 62.64 85.97 0.4
Malaysia Balanced Small To Medium Companies
OSK-UOB Growth And Income Focus Trust 6-Moderately High Risk  5.81 -1.02 13.69 30.87 54.62 2.76
Asia Ex-Japan Equity
Prudential Asia Pacific Equity Fund 8-High Risk  2.03 -9.44 -0.39 56.38 -0.57 5.81
Global Equity
Alliance Global Equities Fund 7-Moderately Higher Risk  1.13 -7.76 -0.21 44.57 -7.13 2.65
RHB Global Fortune Fund 7-Moderately Higher Risk  1.62 -2.3 -2.54 22.21 -22.83 0.28
Global Emerging Markets Equity
AmGlobal Emerging Markets Opportunities 9-Higher Risk  -0.38 -17.33 -14.45 45.17 - 3.64
Malaysia Equity
Areca Equity Trust Fund 8-High Risk  4.89 -3.27 23.43 77.37 - -0.12
Kenanga Growth Fund 8-High Risk  9.49 20.06 57.02 113.66 107.69 1.08
Malaysia Equity Small to Medium Companies
OSK-UOB Emerging Opportunity Unit Trust 9-Higher Risk  10.03 4.35 26.65 58.73 72.23 2.6
Asia Bond
Alliance Asian Bond Fund 4-Moderately Low Risk  -1.05 3.6 0.46 3.36 12.45 -0.44
Malaysia Bond
AmBond 1-Lower Risk  1.46 6.27 12.97 19.31 31.61 0.6
AmDynamic Bond 1-Lower Risk  3.07 11.02 21.33 32.51 50.43 1.22
Global Equity Islamic
AmOasis Global Islamic Equity 7-Moderately Higher Risk  -1.29 -8.18 -12.08 15.7 -25.96 -0.64
Global Balanced Islamic
OSK-UOB Muhibbah Income Fund 6-Moderately High Risk  0.59 -2.49 1.63 11.46 - 1.41
Malaysia Balanced Islamic
Prudential Dana Dinamik 5-Moderate Risk  6.61 10.27 25.72 54.73 49.39 0.81
Malaysia Equity Islamic
Kenanga Syariah Growth Fund 8-High Risk  8.43 17.41 50.5 100.36 96.91 1.11
Prudential Dana Al-Ilham 8-High Risk  9.35 9.75 32.69 89.08 65.44 1.33

The figures in the above table were last updated on January 30, 2012





Please note
  1. Investment involves risk. The price of securities may go down as well as up, and under certain circumstances an investor may sustain a total or substantial loss of investment. Past performance is not necessarily indicative of the future or likely performance of the fund. Investors should read the relevant fund's prospectus for details before making any investment decision. An Investor should make an appraisal of the risks involved in investing in these products and should consult their own independent and professional advisors, to ensure that any decision made is suitable with regards to their circumstances and financial position.
  2. Performance figures are cumulative returns and calculated using NAV-to-NAV prices, in RM, with any income or dividends reinvested. Sales charge is not included.
  3. All performance data are compiled by Fundsupermart.com, based on the prices from the fund houses.
  4. The performance figures in the table above are calculated using bid-to-bid prices, with any income or dividends reinvested. Performance figures are cumulative.








Malaysia Equity Islamic
Kenanga Syariah Growth Fund (Fundsupermart Risk Rating: 8-High Risk)  The Kenanga Syariah Growth Fund ranked second among Malaysia Equity funds for the past four-year and one-year periods ended March 2011. It was also the third best performing Malaysia Equity fund in 2010.

The fund has the highest resilience during market corrections and downturns as it ranked first under our risk criterion, out of the 32 Malaysia Equity funds. However, the fund’s expense ratio was higher than the average of funds in the Malaysia Equity category. We like this fund for its relatively strong performance and high resilience.

The fund invested 31.0% of its assets in the trading/services sector and 15.6% in the consumer products sector (as at 31 March 2011). Private consumption is expected to continue to be the key driver of Malaysian economic growth, while the Economic Transformation Programme (ETP) will be the main driver of the equity market. Corporate earnings from the key sectors that propel the equity market such as construction, oil and gas, plantation and banking are expected to grow as the ETP unfolds.

Investors should note that single country equity funds tend to be more volatile than regional or global equity funds due to the lack of geographical diversification. However, as the fund’s exposure is mainly to the RM, Malaysian investors will not experience currency risk when investing in the fund. 




Malaysia Equity

Kenanga Growth Fund (Fundsupermart Risk Rating: 8-High Risk)

 
The Kenanga Growth Fund ranked top among Malaysia Equity funds for the past four-year and one-year periods ended March 2011. It was also the best performing Malaysia Equity fund in 2010. The fund has high resilience during market corrections and downturns and ranked sixth under our risk criterion, out of the 32 Malaysia Equity funds. The fund’s expense ratio was slightly lower than the average of Malaysia Equity funds. We like this fund for its relatively strong performance, high resilience and moderate expense ratio.

The fund invested 31.4% of its assets in the trading/services sector and 16.5% in the finance sector (as at 31 March 2011). Private consumption is expected to continue to be the key driver of Malaysian economic growth, while the Economic Transformation Programme (ETP) will be the main driver of the equity market. Corporate earnings from the key sectors that propel the equity market such as construction, oil and gas, plantation and banking are expected to grow as the ETP unfolds. Investors should note that single country equity funds tend to be more volatile than regional or global equity funds due to the lack of geographical diversification. However, as the fund’s exposure is mainly to the RM, Malaysian investors will not experience currency risk when investing in the fund.