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Featured Fund

PUBLIC ADVANTAGE GROWTH EQUITY FUND (PAVGEF)
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
18.0
very high
Lipper Analytics
14 Jan 2021
Launch Date
08 September 2015
Performance of PAVGEF vs its Benchmark Index Over the Following Periods Ended 29/01/2021
PAVGEF (%) Benchmark (%) PAVGEF (%) Benchmark (%)
Total Return Annualised Return
32.67 2.31 32.67 2.31
8.64 -16.17 2.80 -5.71
31.62 -6.08 5.64 -1.25
- - - -
31.99 -2.61 5.33 -0.49
*Source: Lipper, as at 29 Jan 2021
Performance of PAVGEF and Benchmark Index (Since Fund Commencement* to 29/01/2021)
Benchmark: Kuala Lumpur Composite Index (Prior 6 July 2009). FTSE Bursa Malaysia KLCI (w.e.f. 6 July 2009)
* Commencement Date - 28 September 2015
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  • Public Advantage Growth Equity Fund (PAVGEF or the Fund) is actively rebalanced in stocks which offer potentially higher earnings growth than the market to enhance its returns.
  • As at 29 January 2021, 99.2% of PAVGEF’s net asset value (NAV) was invested in equities while 0.8% of NAV was invested in money market instruments. The Fund focused on sectors such as Financial, Industrial, Consumer and Technology across the Malaysia, Singapore and Korea markets.
  • From its commencement on 28 September 2015 up to 29 January 2021, the Fund registered a total return of +31.99% to outperform its benchmark’s return of -2.61%. This outperformance was driven by the rise of selected Technology and Healthcare stocks which benefited from the increasingly digitalised lifestyle as well as the continued rise in healthcare spending.
  • For the 1-year, 3-year and 5-year periods ended 29 January 2021, the Fund also registered respective returns of +32.67%, +8.64% and +31.62% to outperform its benchmark’s respective returns of +2.31%, -16.17% and -6.08%.
  • Going forward, the Fund will look to invest in sectors which will thrive in the new normal as well as selected cyclical sectors which stand to benefit from the economic recovery post the pandemic.


Our investment disclaimer can be viewed here.


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