FSMOne Malaysia has announced that its clients’ unit trust investments yielded an average return of 18.8% over the 12 months ending 31 May 2026. This figure, net of sales charges and fund management fees, was disclosed at the FSMOne Malaysia’s Recommended Unit Trusts Awards 2026/27, held at W Kuala Lumpur.
The returns encompass a range of unit trust holdings, including money market, fixed income, balanced, and equity funds, across all FSMOne individual client accounts. Notably, unit trust investments through the Private Retirement Scheme (PRS) achieved an average return of 25.37%, whilst those made with EPF savings via the EPF Members Investment Scheme returned 16.5%.
FSMOne clients’ investments were significantly exposed to Asia, Japan, the technology sector, and gold. These areas were highlighted by FSMOne’s research as promising markets and themes throughout the year. Koh Soo Cheng, FSMOne Malaysia’s General Manager, stated, “Two decisions shape an investor’s outcome more than any other: what to invest in, and where. This year, we are sharing what those decisions delivered for our clients.”
The awards recognised 43 funds across 35 categories, including both conventional and Islamic strategies, with 15 fund houses among the winners. Kevin Khaw, FSMOne Assistant Manager, Research, commented on the market’s performance, noting the concentration of returns among a small group of companies and sectors. He advised investors to look beyond US mega-cap beneficiaries within the Digital Economy theme for future growth opportunities.
