CIMB-Principal Asset Management
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CIMB-Principal Asset Management
Performance & Awards
Investment Track Record

CIMB-Principal Asset Management Berhad ("CIMB-Principal") has an excellent 13 year track record of investing clients' funds in the Malaysian equities and fixed income markets. The following charts show the out performance of CIMB-Principal's fully discretionary equities and bond funds against their relevant benchmarks since inception.

CIMB-Principal's unique investment policy has also flourished due to its team's diverse backgrounds in economics, accounting, finance and industry. Their expertise lies not only in Malaysian equities, but also in fixed interest securities and cash investments. In addition to this, CIMB-Principal also works closely with its shareholders i.e. CIMB and Principal Group in various areas of fund management.

 
Performance Measurement & Awards
CIMB-Principal's past performance has also proven that its investment philosophy is sound. Awards have been conferred by different organizations in recognition of CIMB-Principal's accomplishments for investment performance, communication, product innovation, and client service.

Conferred By Award Year Description
Best Asset Management Company Global Finance 2010 In recognition of CIMB-Principal Islamic Asset Management Sdn Bhd contribution to the growth of Islamic financing and successfully met customers’ needs for Shariah-compliant products, while creating the foundation for continued fast growth in the future.
Best Malaysian Equity Fund (1-Year) The 5th Annual Failaka Islamic Fund Awards 2010 In recognition of CIMB-Principal's investment performance for its CIMB Islamic Equity Aggressive Fund for the year ended December 31, 2009.
Best Malaysian Equity Fund (5-Year) The 5th Annual Failaka Islamic Fund Awards 2010 In recognition of CIMB-Principal's investment performance for its CIMB Islamic Equity Fund for the year ended December 31, 2009.
Best Asian Equity Fund (1-Year) The 5th Annual Failaka Islamic Fund Awards 2010 In recognition of CIMB-Principal's investment performance for its CIMB Islamic Asia Pacific Equity Fund for the year ended December 31, 2009.
Best Islamic Balanced Fund Morningstar Fund Award (Malaysia) 2009 2010 In recognition of CIMB-Principal's investment performance for its CIMB Islamic Balanced Fund for the year ended December 31, 2009.
Equity Malaysia – Islamic, 3 Years Award The Edge-Lipper Awards 2010 In recognition of CIMB-Principal's investment performance for its CIMB Islamic DALI Equity Growth Fund for the year ended December 31, 2009.
Equity Malaysia – Islamic, 5 Years Award The Edge-Lipper Awards
2010 In recognition of CIMB-Principal's investment performance for its CIMB Islamic DALI Equity Fund for the year ended December 31, 2009.
Best Institutional House (Malaysia) Asia Asset Management Awards 2009 In recognition of CIMB-Principal’s overall achievement, including new institutional investment capabilities, business won and initiative launched & planned.
CEO of the Year (Malaysia) Asia Asset Management Awards 2009 In recognition of CIMB-Principal's CEO Campbell Tupling's overall achievement, in particular market leadership.
Best Islamic Fund Manager Islamic Finance News Awards Polls 2009 In recognition of CIMB-Principal Islamic Asset Management Sdn Bhd being the Best Islamic Fund Manager across a series of markets and
sectors as voted by readers of Islamic Finance news from around the world.
Best Islamic Wealth Management Provider Islamic Finance News Awards Polls 2009 In recognition of CIMB-Principal Islamic Asset Management Sdn Bhd being the Best Islamic Wealth Management Provider across a series of markets and
sectors as voted by readers of Islamic Finance news from around the world.
The International Takaful Awards Best Islamic Fund 2009 In recognition of CIMB-Principal's investment performance for its CIMB Islamic DALI Equity Growth Fund.
Failaka Islamic Awards Best Malaysian Equity Fund: Three Year 2009 In recognition of CIMB-Principal's investment performance for its CIMB Islamic DALI Equity Growth Fund.
Asia Asset Management Awards Most Innovative Award for Investor Education 2008 In recognition of CIMB-Principal's innovative and initiative to educate investors on investments locally and regionally.
Morningstar Asia Morningstar Fund Awards 2007 Malaysia: Islamic Balanced 2008 In recognition of CIMB-Principal's investment performance for its CIMB Islamic Balanced Fund.
Karim Consulting The Biggest and Most Active Islamic Mutual Fund 2007 2008 In recognition of CIMB-Principal Jakarta's investment performance for its CIMB Islamic Equity Growth Fund.
AsianInvestors Award Malaysia Islamic Equities: Three-Year Performance 2008 In recognition of CIMB-Principal's investment performance for its CIMB Islamic DALI Equity Growth Fund.
The Edge-Lipper Malaysia Unit Trust Fund Awards Best Mixed Assets Group Award(3 Years) 2008 In recognition of CIMB-Principal's investment performance for its funds under management.
Asia Asset Management Awards CEO of the Year, Malaysia 2007 In recognition of CIMB-Principal's CEO Datuk Noripah Kamso's overall achievement, in particular market leadership over a rolling 3-year period.
AsianInvestors Award Malaysia Fund House of the Year 2006 In recognition of CIMB-Principal's capabilities as one of the top-tier fund houses in the Asia-Pacific region.
Malaysian Timber Council Top Performing Bond/Fixed Income Fund Manager 2006 In recognition of CIMB-Principal's investment performance in managing funds for the Malaysian Timber Council.
The Edge-Lipper Malaysia Unit Trust Fund Awards Best Fund Group:Mixed Assets(3 Years) 2006 In recognition of CIMB-Principal's investment performance for its funds under management.
Asia Asset Management Awards Most Improved Fund House 2006 In recognition of CIMB-Principal's capabilities as one of the top-tier fund houses in the Asia-Pacific region.
Asia Asset Management Awards Most Innovative Product 2006 In recognition of CIMB-Principal's product The FTSE/ASEAN 40 Exchange Traded Fund capabilities and its achievements.
Asia Asset Management Awards Marketing Personality of the Year 2006 In recognition of CIMB-Principal's CEO Datuk Noripah Kamso's regional & domestic marketing initiatives.
AsianInvestor Award Malaysia Fund House of the Year 2005 In recognition of CIMB-Principal's capabilities as one of the top-tier fund houses in the Asia-Pacific region.
Employees Provident Fund Best Three-Years Realized Return Fixed Income Manager 2005 In recognition of CIMB-Principal's performance in managing funds for EPF.
Asia Asset Management Awards Most Improved Fund House 2005 In recognition of CIMB-Principal's capabilities as one of the top-tier fund houses in the Asia-Pacific region.
Asia Asset Management Awards Best Client Servicing (Runner-Up) 2005 In recognition of CIMB-Principal's capabilities as one of the top-tier fund houses in the Asia-Pacific region.
Asia Asset Management Awards Marketing Personality of the Year 2005 In recognition of CIMB-Principal's CEO Datuk Noripah Kamso's win as joint-winner for the Marketing Personality award.
Malaysian Timber Council Best Performing Fund Manager 2004: Equities 2005 In recognition of CIMB-Principal's investment performance in managing funds for the Malaysian Timber Council.
Employees Provident Fund Best Overall Fixed Income Manager 2004 2005 In recognition of CIMB-Principal's performance in managing funds for EPF.
Employees Provident Fund Best Three-Years Realized Return Equity Manager 2004 2005 In recognition of CIMB-Principal's performance in managing funds for EPF.
Employees Provident Fund Best Overall Fixed Income Fund Manager Award 2003 2004 In recognition of CIMB-Principal's performance in managing funds for EPF.
Employees Provident Fund Best Total Realised Return Fund Manager Award 2002 2003 In recognition of CIMB-Principal's performance in managing funds for EPF.
Watson Wyatt Performance Survey Winner of Malaysian Institutional Fund Manager Communications Award 2001 2002 In recognition of CIMB-Principal's capabilities in the provision of asset management services to institutional investors.
Watson Wyatt Performance Survey Second Top Manager - Information Ratios for Equity Performance (All Funds) over five years (1997-2001) 2002 In recognition of CIMB-Principal's risk-adjusted investment performance for its equity funds.
Watson Wyatt Performance Survey Second Top Manager - Manager Sharpe Ratios for Total Funds over three (1999-2001) and five years (1997-2001) & Equity Performance (All Funds) over three years (1999-2001) 2002 In recognition of CIMB-Principal's risk-adjusted investment performance for its funds under management.
Watson Wyatt Performance Survey Second Top Manager - Equity Returns (All Funds) on annualised returns over a rolling 3-year basis (1999-2001) 2002 In recognition of CIMB-Principal's investment performance for its equity funds.
Watson Wyatt Performance Survey Top Manager - Equity Returns (All Funds) on annualised returns over a rolling 6-year basis (1996-2001) 2002 In recognition of CIMB-Principal's investment performance of its equity funds.
Watson Wyatt Performance Survey Top Manager - Total Fund Performance (Retirement Fund with no asset allocation constraints) on annualised returns over a rolling 3-year basis (1999-2001) 2002 In recognition of CIMB-Principal's investment performance for its funds under management.


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