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Petaling Jaya, 14th March 2023

We are pleased to announce that two of our funds have received the following awards in the Refinitiv 2023 Lipper Fund Awards:

  1. Areca equityTrust: The best Equity Malaysia Fund in 5 & 10 years in the Malaysia (Conventional Funds) universe.
  2. Areca Dividend Income: The best Equity Malaysia Income fund in 3 & 5 years in the Malaysia (Conventional Funds) universe.

Refinitiv Lipper Fund Awards are held annually to recognise the best performers in the investment management community. Ultimately, our clients and investors are the main beneficiaries of our win. Our heartfelt appreciation go out to them for their continued support. We are also grateful for the dedication and contribution of our investment team. 

We believe that our proven track record of strong returns affirms our investment philosophy and strategies. We will strive to maintain the outstanding performance and focus on achieving greater heights for years to come. 

Here is a table of our latest cumulative performance versus our Benchmark.

Cumulative Performance (%)

Average Return5 Years10 Years
Areca equityTrust52.52241.85
Benchmark [1]4.3953.75
Average Return3 Years5 Years
Areca Dividend Income45.4351.32
Benchmark [2]27.9711.35
  • Source: Lipper for Investment Management. Data as of 28th February 2023.
  • Benchmark [1]: Average Return of the Funds under the “Equity Malaysia, Non-Islamic Category”
  • Benchmark [2]: Average Return of the Funds under “Equity Malaysia Income, Non-Islamic Category”

For further enquiries, please contact us at invest@arecacapital.com or call 603-7956 3111.