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Milestones & Accolades

More than two decades of award-winning performance, consistent recognition from LSEG Lipper, Asia Asset Management, and prestigious international institutions.

20+
Years of Operations
Since 2002
56+
Lipper Fund Awards
Received to Date
Best of the Best
Country (Malaysia)
US$1B
AUM Milestone
Reached in 2008
2024
2 Awards

Dana Makmur Pheim — Best of the Best Country (Malaysia) Award 2024

Asia Asset Management — Best Islamic Fund/Product for the 7th consecutive year.

Pheim Asia Ex-Japan Fund — 2024 LSEG Lipper Fund Award

Best Fund — Equity Asia Pacific ex Japan, 5-year period, for the 4th consecutive year.

2023
5 Awards

Dana Makmur Pheim — 3 Refinitiv Lipper Fund Awards 2023

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.

PeriodFund ReturnBenchmark
10-Year (Ranked #1)+143%++35.84%

Pheim Asia Ex-Japan Fund — 2 Refinitiv Lipper Fund Awards 2023

Best Fund — Equity Asia Pacific ex Japan, 3-year and 5-year periods (3rd consecutive year for each).

Dana Makmur Pheim — Best of the Best Country (Malaysia) Award 2023

Asia Asset Management — Best Islamic Fund/Product for the 6th consecutive year. Described as "unprecedented and world best".

2022
5 Awards

Dana Makmur Pheim — Refinitiv Lipper Fund Awards 2022 (3 categories)

Best Fund — Mixed Asset MYR Balanced Malaysia, 10-year period (7th consecutive year): Malaysia Islamic, Malaysia Provident, and Global Islamic categories.

PeriodFund ReturnBenchmark
10-Year+138.09%+27.85%

Pheim Asia Ex-Japan Fund — Refinitiv Lipper Fund Awards 2022

Best Fund — Equity Asia Pacific Ex-Japan, 3-year and 5-year periods (2nd consecutive year).

PeriodFund ReturnBenchmark
3-Year+45.36%+21.00%
5-Year+47.47%+35.00%
2021
6 Awards

Pheim Asia Ex-Japan Fund — Refinitiv Lipper Fund Awards 2021

Best Fund — Equity Asia Pacific Ex-Japan, 3-year, 5-year AND 10-year periods (first year winning all three).

Pheim Emerging Companies Balanced Fund — Refinitiv Lipper Fund Award 2021

Best Fund — Mixed Asset MYR Balanced Global, 10-year period (+77% vs +23.59% benchmark).

2017
Notable Awards

Putrajaya Perdana Award

Pheim Malaysia was the sole winner at the 4th Malaysia Independence Award 1957 — Anugerah Merdeka (September 18, 2017).

2016
Notable Awards

CFA Institute Asset Manager Code Compliance

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.

Ranked No. 1 by EPF

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.

2008
Milestone

US$1 Billion AUM Milestone

Assets under management reached US$1 billion. Pheim Malaysia outperformed the benchmark 10 out of 12 calendar years for the largest client.

2006
Fund Launches

Pheim Asia Ex-Japan Fund Launched

The first absolute benchmark fund in Malaysia investing in Asia ex-Japan (July 2006).

2002
Founded

Affin Pheim Unit Trusts Berhad Commences Operations

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.