Petaling Jaya, 6th March 2024
We are delighted to announce that we have been honoured with the following accolades at the Refinitiv 2024 Lipper Fund Award, marking our seventh consecutive year of success:
Areca equityTrust Fund (AETF): The Best Equity Malaysia Fund in 5 & 10 years in the Malaysia (Conventional Funds) Universe.
The Refinitiv Lipper Fund Awards are held annually to acknowledge the top performers in the investment management sector.
AETF is our flagship equity fund, which started in 2007. Over the years, we have learned that an agile approach combined with the right Asset Allocation decision-making contributes greatly to performance over the long term.
We extend our heartfelt gratitude to our valued investors for their continued unwavering support and trust in our investment strategies and commitment to our funds. Their belief in us is the driving force behind our success, and we are immensely grateful for their partnership.
We will continue to apply the same investing formula – which has been proven to work well over the past 2 decades at Areca Capital. We aim to uphold our exceptional performance and concentrate on reaching even higher levels in the years ahead.
Here is a table of our latest cumulative performance versus our Benchmark.
Cumulative Performance (%)
| Average Return | 5 Years | 10 Years | Since Inception |
| Areca equityTrust Fund | 81.18% | 188.34% | 524.21% |
| Benchmark [1] | 31.41% | 46.10% | 144.29% |
- Source: Lipper for Investment Management. Data as of 29th February 2024.
- Benchmark [1]: Average Return of the Funds under the “Equity Malaysia, Non-Islamic Category”
For further enquiries, please contact us at invest@arecacapital.com or call 603-7956 3111.
