AmInvest’s AmDynamic Bond Honoured at Lipper Awards


(L-R) From AmInvest: Tan Ed-wyn (Senior Manager, Fixed Income), Tan Cheng Leong (Senior Vice President, Retail & Retirement Funds), Goh Wee Peng (Deputy Chief Executive Officer & Chief Investment Officer), Kho Hock Khoon (Senior Manager, Fixed Income) and Harinder Pal Singh (Senior Vice President, Operations) at  The Edge | Thomson Reuters Lipper Fund Awards 2017 held in Kuala Lumpur on 27 February 2017.

 AmInvest’s AmDynamic Bond (“Fund”) has been singled out for providing consistent strong risk-adjusted returns relative to its peers under the Best Bond Malaysian Ringgit – Malaysian Provident 10-year category at The Edge | Thomson Reuters Lipper Fund Awards 2017 (“Lipper Awards”).1

AmDynamic Bond is a unit trust fund eligible under the Employees Provident Fund Members’ Investment Scheme. Since 2006, it has clocked in a return of around 93% beating its peers’ average return of about 50%.2 This translates to a return of around 7% annually over 10 years.  

Launched in 2003, this in-house managed fixed income fund employs an active management investment strategy as opposed to a buy-and hold strategy. The Fund seeks to potentially optimise returns for investors based on among others; interest rate expectations, currency movements and diversification opportunities through its exposure to both local as well as foreign bonds.

“For the Fund to receive this acknowledgement validates the strengths of AmInvest’s investment process as well as the proven expertise of our fixed income team who has dynamically managed and delivered outstanding performance over the long term. It is also a testament of the capabilities of our proprietary credit research unit who continue to deliver added value to our investors through stringent credit processes we have in place and credit selection,” said Datin Maznah Mahbob, Chief Executive Officer of AmInvest.

She added, “In a time of low interest rates and increased market volatility, investors should consider adding this Fund to their investment portfolios for potential income over the medium to long term. The Fund can also provide portfolio diversification from one’s local investments and capture the upside potential of foreign bond exposure through bonds across Asia Pacific that are now close to historic lows.”


Sources:
1 The Edge | Thomson Reuters Lipper Malaysia Fund Awards 2017, February 2017.
2 Lipper for Investment Management by Lipper, a Thomson Reuters company for the period 31 December 2006 to 31 December 2016 and is based on total returns. Performance is shown in Malaysian Ringgit on a Net Asset Value (NAV) price basis with income distribution reinvested. Performance figures are calculated net of all fees, charges and expenses, except entry charge and exit penalty (if any). Past performance is not indicative of future performance. Data extracted 3 February 2017.