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Best and Worst Performing Funds for Year 2011

By Phillip Unit Trust Content Team 18/1/2012

Top 20 Best Performing Funds
(1 Year Performance 1/1/2011-31/12/2011)

In the year 2011, bond funds in Asia and emerging markets dominated the league of Top Performers. As investors scurry to the safety of fixed income, away from the volatility in the equity markets in light of the uncertain Europe debt crisis and slowdown in the Chinese economy. Funds that are invested in defensive sectors such as healthcare performed well.  FTIF Franklin Biotechnology Discovery Fund A (Acc) SGD  was the top performing fund, returning 16.02% in 2011. Country-specific funds invested in Malaysia and Thailand also enjoyed good returns.

Table 1: Top 20 Best Performing Funds (1 Year Performance 1/1/2011 – 31/12/2011)

No. Fund Name
1-Year Performance %
(1/1/2011 - 31/12/2011)
1 FTIF FRANKLIN BIOTECHNOLOGY DISCOVER FD A (Acc) SGD
16.02
2 SCHRODER ISF GLB INFLATION LINKED BOND FD A ACC EUR
12.05
3 SCHRODER ISF GLB INFLATION LINKED BOND FD A ACC USD HEDGED
11.32
4 ABERDEEN MALAYSIA EQUITY FUND SGD
9.91
5 FIDELITY USD BOND A
9.47
6 HSBC GIF GLOBAL BOND AD SGD
8.37
7 LEGG MASON WESTERN ASSET GLOBAL BOND TRUST
7.25
8 FULLERTON GLOBAL BOND FD B
7.19
9 PIMCO GIS GLOBAL BOND E ACC USD
6.8
10 UOB UNITED ASIAN BOND FUND
6.77
11 UOB UNITED GLOBAL HEALTHCARE FD
6.22
12 FTIF FRANKLIN US GOVERNMENT FD A (mdis) SGD-H1
6.04
13 UOB UNITED GLOBAL BOND FD SGD
5.92
14 SCHRODER SINGAPORE FIXED INCOME FUND CLASS A
5.84
15 PIMCO GIS EMERGING MARKETS BOND FUND E USD
5.8
16 LEGG MASON WESTERN ASSET SINGAPORE BOND FD A
5.57
17 PIMCO GIS EMERGING MARKETS BOND FUND E SGD (HEDGED)
5.35
18 LIONGLOBAL SINGAPORE FIXED INCOME INVESTMENT CLASS A
5.26
19 ABERDEEN THAILAND EQUITY FUND
4.42
20 FIDELITY GLOBAL INFLATION LINKED BOND A SGD HEDGED
4.36
Source: Financial Express, as at 3 Jan 2012


Top 20 Worst Performing Funds (1 Year Performance 1/1/2011-31/12/2011)

Most of the Top 20 Worst Performing Funds are from other emerging country specific funds such as India and China and Emerging markets region funds. After a year of relatively strong performance in 2009, China country specific funds were on the down trend last year amidst rising inflation and stricter property controls. Being plagued by ongoing sovereign bond issues, the Europe equity market were under pressure.

Table 2: Top 20 Worst Performing Fund (1 Year Performance 1/1/2011 – 31/12/2011)


No. Fund Name
1-Year Performance %
(1/1/2011 - 31/12/2011)
1 HSBC GIF - Indian Equity Class AD (USD)
-45.82
2 HSBC GIF - Indian Equity Class AD (SGD)
-45.09
3 AMUNDI INDIA INFRASTRUCTURE FUND USD
-44.36
4 AMUNDI INDIA INFRASTRUCTURE FUND SGD
-43.73
5 DWS INDIA EQUITY CLASS A SGD
-38.52
6 LIONGLOBAL VIETNAM FUND SGD
-36.18
7 LIONGLOBAL INDIA FUND
-36.08
8 FIDELITY INDIA FOCUS FUND A SGD
-33.3
9 HENDERSON HORIZON CHINA A2 USD
-31.96
10 UOB UNITED ASIA PACIFIC INFRASTRUCTURE FUND
-31.18
11 HENDERSON HORIZON CHINA A2 SGD
-31.08
12 LEGG MASON WESTERN ASSET ASIAN ENTERPRISE TRUST
-30.63
13 UOB UNITED GLOBAL RESOURCES SGD
-29.45
14 DWS ASIAN SMALL/MID CAP FUND CLASS A
-29.28
15 FIDELITY TAIWAN FUND A USD
-28.23
16 UOB UNITED ASIA FUND SGD
-28.04
17 Eastspring Investment UT - Dragon Peacock Fund
-27.93
18 UOB UNITED GREATER CHINA FUND
-27.77
19 HSBC GIF BRIC EQUITY M2C SGD
-27.69
20 HSBC GIF RUSSIA EQUITY AD USD
-27.47
Source: Financial Express, as at 3 Jan 2012