Fund Performance Recognition By Lipper

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Morning Star Rating

The Morningstar RatingTM is a quantitative assessment of a fund’s past performance, incorporating fee, return and risk, as measured from one to five stars. It uses focused comparison groups – the Morningstar Categories – to measure the fund’s risk-adjusted performance and it places stronger emphasis on downside variations. The Top 10% of funds in a category will receive five stars, the next 22.5% will receive four stars, the middle 35% will receive three stars, the next 22.5% will receive two stars and the bottom 10% will receive one star.
© 2010 Morningstar Asia Limited All Rights Reserved

The information contained herein:

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is proprietary to Morningstar;
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may not be copied (save (i) as incidentally necessary in the course of viewing it online, and (ii) in the course of printing off single copies of web pages on which it appears for the personal non-commercial use of those authorised to view it on-line), adapted or distributed; and
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is not warranted to be accurate, complete or timely.


This Morningstar-sourced information is provided to you by Public Mutual Berhad and is at your own risk. You agree that Morningstar is not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. Public Mutual Berhad informs you as follows: (i) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (ii) past performance is no guarantee of future results; and (iii) the value and income derived from investments can go down as well as up.


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Lipper rating for public fund

Lipper ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper ratings for Consistent Return reflect funds' historical risk-adjusted returns, adjusted for volatility, relative to peers. Lipper ratings for Preservation reflect funds' historical loss avoidance relative to other funds within the same asset class. Preservation ratings are relative, rather than absolute, measures, and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds.

The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return & Preservation metrics over three-, five-, and ten-year periods (if applicable). The highest 20% of funds in each peer group are named Lipper Leader or a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2, and the lowest 20% are scored 1.

Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. More information is available at www.lipperweb.com.

Lipper Leader Copyright 2010

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