Inovatif

Tag: fund management

  • Manulife Investments launches diversified real asset fund

    Manulife Investments announces the launch of the Manulife Diversified Real Asset Fund (the Fund), previously known as the Manulife Global Resources Fund. The Fund aims to protect investors in Malaysia against inflation amidst market volatility, while generating sustainable income and differentiated, diversified return streams compared to other equity or fixed income asset classes.

    The Fund will follow a diversified real asset strategy, which emphasises real returns through both intrinsic value and their ability to benefit from higher inflation. It targets four asset classes: natural resources equities (energy, metals and mining), REITs (U.S. and international REIT), infrastructure equities (utilities, communications, renewables, infrastructure), and fixed income (U.S. short-term credits & Treasury Inflation-Protected Securities).

    The Fund was restructured to include additional types of real assets that could benefit from a higher inflationary environment.

    Jason Chong, CEO, Manulife Investments said, “We recognise that investors are facing increasing challenges when it comes to managing their investments, especially with rising inflation and ongoing market volatility. Hence, we have designed the Manulife Diversified Real Asset Fund to help investors diversify and protect their wealth. Real assets could offer relatively stronger returns in a rising inflationary environment compared to traditional equity and fixed income securities. The Fund’s approach ensures that it can deliver not just the income, but also differentiated and inflation-adjusted growth.”

    He added, “The introduction of this Fund reflects Manulife Investments’ commitment to offering investors solutions that enable them to capitalize on the ever-changing market situation. We want them to stay ahead in today’s environment, as well as provide elevated stability and income potential, with increased confidence and control over their investments. Amidst the ongoing changes in global dynamics, the Fund could continue to serve as a portal for investors in Malaysia to access opportunities in the US and globally, while helping them navigate and benefit from periods of high inflation. With this launch, we now offer investors access to more than 60 unit trust and PRS funds, underscoring our strength and continued commitment to delivering a comprehensive suite of investment solutions tailored to evolving market needs.”

    The Fund will invest at least 85% of its net asset value (NAV) in Share class I3 Acc of the Manulife Global Fund – Diversified Real Asset Fund (the “Target Fund”), and the remaining NAV of the Fund will be in liquid assets such as money market instruments, placement of short-term deposits with financial institutions for liquidity purposes and/or derivative for hedging purposes.

  • Kenanga Investors celebrates multiple wins at the 2025 LSEG Lipper Fund Awards

    Kenanga Investors celebrates multiple wins at the 2025 LSEG Lipper Fund Awards

    Kenanga Investors Berhad (“Kenanga Investors”) was presented with a total of five awards at the LSEG Lipper Fund Awards 2025, surpassing previous successes by earning recognition across multiple categories,.

    The firm was recognised for the performance of the following funds:

    1. Kenanga DividendEXTRA Fund (“KDEF”) – Best Equity Malaysia Diversified – Malaysia Funds Over 3 Years
    2. Kenanga Malaysian Inc Fund (“KMIF”) – Best Equity Malaysia Diversified – Malaysia Provident Funds Over 10 Years
    3. Kenanga Balanced Fund (“KBF”) – Best Mixed Asset MYR Balanced – Malaysia Provident Funds Over 10 Years
    4. Kenanga Managed Growth Fund (“KMGF”) – Best Mixed Asset MYR Flexible – Malaysia Provident Funds Over 10 Years
    5. Kenanga SyariahEXTRA Fund (“KSEF”) – Best Mixed Asset MYR Balanced – Malaysia Islamic Funds Awards Over 10 Years

    Datuk Wira Ismitz Matthew De Alwis, Executive Director and Chief Executive Officer, expressed pride in the firm’s performance, stating, “These awards highlight our ongoing commitment to excellence and consistency, especially in delivering strong returns year after year, even in tough market conditions. Our success comes from a disciplined, bottom-up stock-picking approach, which helps us identify high-quality companies and spot opportunities others may miss. We dig deep into industry dynamics, company business models, and the key factors driving return on equity. Through thorough channel checks, we assess competitive advantages and growth drivers, focusing on management quality, sustainability, industry trends, and balance sheet strength. As such, we are glad to see our expertise demonstrated by our success in both conventional and Shariah categories”.

    Lee Sook Yee, Chief Investment Officer, shared the firm’s outlook for 2025, stating, “We will continue to emphasise stock picking, while maintaining a higher-than-usual cash allocation to ensure flexibility amidst ongoing external uncertainties. We will focus on sectors tied to Malaysia’s domestic growth story, such as financials, construction, and healthcare, while complementing these with increased defensive holding. Selected small-cap stocks could present an opportunity, especially after their underperformance compared to large-cap stocks in 2024. By staying consistent with our investment philosophy, I am confident we can manage our portfolios effectively to capitalise on market opportunities, even with volatility”.

    The performance1 of KMIF2 for the 2024 calendar year, which has received recognition for four consecutive times at the Awards, stands at 24.14%, significantly outperforming its benchmark of 16.98%. KDEF2 recorded returns of 21.31%, surpassing its benchmark of 16.98%, while KMGF3 delivered 19.24%, exceeding its benchmark of 10.39%. KBF4 posted a return of 18.53%, also outperforming its benchmark of 12.52%, and KSEF5 achieved 15.39%, outpacing its benchmark of 10.23%.

    The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months.

    With this year’s multiple wins, Kenanga Investors strengthens its position as a leading fund house in Malaysia, committed to delivering value and growth for its investors over the long term.