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Featured Fund
PUBLIC STRATEGIC GROWTH FUND (PSTGF)
Fund Objective
To achieve capital growth over the medium to long-term period by investing in a diversified portfolio of stocks.
3-Year
Fund Volatility
Fund Volatility
8.5
low
Lipper Analytics
10 Mar 2025
Launch Date
08 December 2014
Performance of PSTGF vs its Benchmark Index Over the Following Periods Ended 28/03/2025
| PSTGF (%) | Benchmark (%) | PSTGF (%) | Benchmark (%) | |
|---|---|---|---|---|
| Total Return | Annualised Return | |||
| 1-Year | 3.42 | 2.33 | 3.42 | 2.33 |
| 3-Year | 15.32 | 5.47 | 4.88 | 1.79 |
| 5-Year | 77.03 | 27.16 | 12.11 | 4.93 |
| 10-Year | 103.95 | 22.35 | 7.39 | 2.04 |
| Since Commencement | 109.98 | 28.58 | 7.50 | 2.48 |
*Source: Lipper, as at 28/03/2025
Performance of PSTGF and Benchmark Index (Since Fund Commencement* to 28/03/2025)
Benchmark: A composite of 60% FTSE Bursa Malaysia KLCI (FBM KLCI), 15% Dow Jones Industrial Average, 15% Customised index by MSCI based on the top 30 constituents of MSCI AC Far-East Ex-Japan Index (Prior 30 Apr 2021), 15% Customised index by S&P Dow Jones Indices LLC based on the top 30 constituents of the S&P BMI Asia Ex-Japan Index (w.e.f. 30 Apr 2021) and 10% 3-Month Kuala Lumpur Interbank Offered Rate (KLIBOR).
* Commencement Date - 26 December 2014
* Commencement Date - 26 December 2014
- Public Strategic Growth Fund (PSTGF or the Fund) seeks to achieve capital growth over the medium- to long-term period by investing in a diversified portfolio of stocks primarily in the domestic market. Up to 30% of the Fund’s net asset value (NAV) may be invested in foreign markets to tap into broader investment opportunities overseas.
- As at 31 January 2025, 78.2% of PSTGF’s NAV was invested in equities while 21.8% of its NAV was invested in money market instruments. The Fund focused on sectors such as financial, industrial, communications, utilities and consumer in the domestic and global markets.
- From its commencement on 28 December 2014 to 31 January 2025, the Fund registered a total return of +120.49% to outperform its benchmark’s return of +30.69%. This outperformance was underpinned by its holdings of selected technology stocks which benefitted from the global digitalisation trend.
- For the 3-year, 5-year and 10-year periods ended 31 January 2025, the Fund registered respective returns of +21.99%, +63.12% and +120.31% to outperform its benchmark’s respective returns of +8.69%, +16.21% and +28.61%.
- Going forward, the Fund will continue to focus on sectors that are leveraged to long-term trends such as the digitalisation of the corporate and consumer environments globally, as well as higher infrastructure spending on data centres in Malaysia.
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