Milestones & Accolades
More than two decades of award-winning performance, consistent recognition from LSEG Lipper, Asia Asset Management, and prestigious international institutions.
More than two decades of award-winning performance, consistent recognition from LSEG Lipper, Asia Asset Management, and prestigious international institutions.
Asia Asset Management — Best Islamic Fund/Product for the 7th consecutive year.
Best Fund — Equity Asia Pacific ex Japan, 5-year period, for the 4th consecutive year.
Best Fund — Mixed Asset MYR Balanced Malaysia, 10-year period: Malaysia Islamic (8th consecutive year), Malaysia Provident (6th consecutive year), Global Islamic (8th consecutive year). Total of 56 Refinitiv Lipper Fund Awards to date.
| Period | Fund Return | Benchmark |
|---|---|---|
| 10-Year (Ranked #1) | +143%+ | +35.84% |
Best Fund — Equity Asia Pacific ex Japan, 3-year and 5-year periods (3rd consecutive year for each).
Asia Asset Management — Best Islamic Fund/Product for the 6th consecutive year. Described as "unprecedented and world best".
Best Fund — Mixed Asset MYR Balanced Malaysia, 10-year period (7th consecutive year): Malaysia Islamic, Malaysia Provident, and Global Islamic categories.
| Period | Fund Return | Benchmark |
|---|---|---|
| 10-Year | +138.09% | +27.85% |
Best Fund — Equity Asia Pacific Ex-Japan, 3-year and 5-year periods (2nd consecutive year).
| Period | Fund Return | Benchmark |
|---|---|---|
| 3-Year | +45.36% | +21.00% |
| 5-Year | +47.47% | +35.00% |
Presented at the 2022 ASEAN Leadership and Partnership Forum, Phnom Penh, Cambodia.
Best Fund — Equity Asia Pacific Ex-Japan, 3-year, 5-year AND 10-year periods (first year winning all three).
Best Fund — Mixed Asset MYR Balanced Global, 10-year period (+77% vs +23.59% benchmark).
Presented by Yang Di-Pertua Negeri Melaka, T.Y.T. Tun Seri Setia (Dr.) Haji Mohd Ali, at Hotel Istana KL (30 March 2021).
Pheim Malaysia was the sole winner at the 4th Malaysia Independence Award 1957 — Anugerah Merdeka (September 18, 2017).
Named by World Wealth Creation Conference 2017 in The Straits Times Singapore (April 20, 2017).
Pheim Malaysia recognised as one of the first 2 firms in Malaysia to claim compliance with the CFA Institute's Asset Manager Code of Professional Conduct.
Best 3-Year Return on Investment (ROI) Domestic Equity Portfolio Manager Year 2015, and Best Domestic Equity Portfolio Manager Year 2015, by the Employees Provident Fund (EPF) of Malaysia.
Assets under management reached US$1 billion. Pheim Malaysia outperformed the benchmark 10 out of 12 calendar years for the largest client.
By Asia Asset Management, a Hong Kong-based publisher of Journal of Investments and Pensions.
The first absolute benchmark Shariah-compliant fund in Malaysia investing in Asia ex-Japan (November 2006). Dr. Tan named "Southeast Asia's Small-Cap King" by Bloomberg (August 2006).
The first absolute benchmark fund in Malaysia investing in Asia ex-Japan (July 2006).
Started operations and launched the first 3 unit trust funds in January 2002. In the first full calendar year (2003), all 3 funds won The Edge-Lipper Malaysia Unit Trust Fund Awards AND The Star/Standard & Poor's Investment Fund Award as top funds in their respective categories.