Milestones & Accolades

 *Please click on the green bars to view our achievements throughout the years.

2017

  • Pheim SICAV-SIF – ASEAN Emerging Companies Fund (formerly known as ASEAN Emerging Companies Growth Fund Ltd) was awarded “Best of the Best Performance Awards 2016” for 10-year period ending September 2016 for the ASEAN Equity Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions. 
    (Fund return +175.24% vs benchmark return +65.23% for 10-year period) 

  • Pheim SICAV-SIF – ASEAN Emerging Companies Fund was ranked No.1 for 15- and 20-year periods as at Sep, 2016 under category EAA Fund ASEAN Equity, by MorningStar, an Investment Research and Investment Management firm.
    (Fund return +736.75% vs benchmark return 269.91% for 15-year period)
    (Fund return +352.03% vs benchmark return 1.62% for 20-year period)

  • Dana Makmur Pheim (Balanced Islamic Fund) was ranked No.1 again for the 3-year, 5-year and 10-year periods by The Edge-Lipper Malaysia for Best Mixed Asset MYR Balanced Islamic Category ending December 2016. This was the second consecutive year that the fund has won the No.1 ranking for all three 3-year, 5-year and 10-year periods. For just the 3- and 5-year periods, the fund actually won the No.1 ranking for the third consecutive year.
    (Fund return +17.86%* vs benchmark return -0.40% for 3-year period)
    (Fund return +57.83%* vs benchmark return +17.96% for 5-year period)
    (Fund return +118.74%* vs benchmark return +57.81% for 10-year period) 

  • Dana Makmur Pheim (Balanced Islamic Fund) was ranked No.1 for 3-year and 5-year periods by The Edge-Lipper Malaysia for Best Mixed Asset MYR Balanced Provident Fund Category ending December 2016. 
    (Fund return +17.86%* vs benchmark return -0.40% for 3-year period) 
    (Fund return +57.83%* vs benchmark return +17.96% for 5-year period)

2016

  • Pheim Malaysia was recognised by the CFA Institute as one of the first 2 firms in Malaysia to claim compliance with CFA Institute’s Asset Manager Code of Professional Conduct, which provides a benchmark of ethical conduct by asset managers and offers a higher level of confidence in firms that adopt the code.Pheim SICAV-SIF – ASEAN Emerging Companies Fund (formerly known as ASEAN Emerging Companies Growth Fund Ltd) was awarded “Best of the Best Performance Awards 2014” for 3-year and 10-year periods ending September 2014 for the ASEAN Equity Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.  

  • Dr Tan was awarded “Asia Pacific Entrepreneurship Awards 2016” under the Financial Services industry category by Enterprise Asia.

  • Pheim Malaysia was ranked No. 1 for Best 3-Year Return on Investment  (ROI) Domestic Equity Portfolio Manager Year 2015, Best Domestic Equity Portfolio Manager Year 2015 by Employee Provident Fund (EPF) of Malaysia.

  • Pheim Malaysia won Best Mixed Assets Group Award for 2015 by The Edge-Lipper Malaysia.

  • Dana Makmur Pheim (Balanced Islamic Fund) was ranked No.1 for 3-year, 5-year and 10-year periods by The Edge-Lipper Malaysia for Best Mixed Asset MYR Balanced Islamic Category ending December 2015.
    (Fund return +49.27%* vs benchmark return +11.26% for 3-year period)
    (Fund return +60.73%* vs benchmark return +24.11% for 5-year period)
    (Fund return +164.89%* vs benchmark return +88.82% for 10-year period) 

  • Pheim SICAV-SIF – ASEAN Emerging Companies Fund (formerly known as ASEAN Emerging Companies Growth Fund Ltd) was awarded “Best of the Best Performance Awards 2015” for 3-year, 10-year and 20-year periods ending September 2015 for the ASEAN Equity Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.
    (Fund return -3.63% vs benchmark return -25.76% for 3-year period)
    (Fund return +204.25% vs benchmark return +70.85% for 10-year period)
    (Fund return +285.07% vs benchmark return -2.94% for 20-year period)

2015

  • On 20th anniversary of Pheim SICAV-SIF-ASEAN Emerging Companies Fund, February 3, 2015, Lipper Thomson Reuters confirmed that the Fund took the top position for all the 1- to 20- year periods among all Equity ASEAN of Lipper Global Classification for International Offshore Universe in terms of total returns in US Dollars. The return for the 20-year period since the fund’s launch was 497.37% in US Dollar vs FTSE AW ASEAN Index + 44.56% and its top rival’s record of 94.52%.PHEIM SICAV-SIF – Asean Emerging Companies Fund celebrated its 19th anniversary in February. The Fund set a new long term track record by outperforming its benchmark and its peers for all the 19- year periods ending February 2014.

  • Pheim SICAV-SIF – ASEAN Emerging Companies Fund (formerly known as ASEAN Emerging Companies Growth Fund Ltd) was awarded “Best of the Best Performance Awards 2014” for 3-year and 10-year periods ending September 2014 for the ASEAN Equity Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.  
    (Fund return +70.03% vs benchmark return +24.64% for 3-year period)
    (Fund return +362.42% vs benchmark return +170.58% for 10-year period)

  • Pheim Emerging Companies Balanced Fund (Balanced Global Fund) was ranked No.1 for 3-year and 5-year periods by The Edge-Lipper Malaysia for Best Mixed Asset MYR Balanced-Global Category ending December 2014.
    (Fund return +27.41%* vs benchmark return +13.23% for 3-year period)
    (Fund return +38.53%* vs benchmark return +31.51% for 5-year period)

  • Dana Makmur Pheim (Balanced Islamic Fund) was ranked No.1 for 3-year and 5-year periods by The Edge-Lipper Malaysia for Best Mixed Asset MYR Balanced Islamic Category ending December 2014.
    (Fund return +40.98%* vs benchmark return +17.06% for 3-year period)
    (Fund return +58.84%* vs benchmark return +34.54% for 5-year period)

  • Pheim SICAV-SIF – ASEAN Emerging Companies Fund outperformed the FTSE AW ASEAN Index for all the trailing periods from 1- to 19- year periods ending September 2014. It had also outperformed all its peers for all the trailing periods from 1- to 19- year periods for Morningstar EAA OE ASEAN Equity Funds as of September 2014.

2014

  • Pheim SICAV-SIF – ASEAN Emerging Companies Fund (formerly known as ASEAN Emerging Companies Growth Fund Ltd) was awarded “Best of the Best Performance Awards 2013” for 3-year and 10-year periods ending September 2013 for the ASEAN Equity Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.  
    (Fund return +30.7% vs benchmark return +8.4% for 3-year period)
    (Fund return +344.9% vs benchmark return +208.0% for 10-year period) 

  • PHEIM SICAV-SIF – Asean Emerging Companies Fund celebrated its 19th anniversary in February. The Fund set a new long term track record by outperforming its benchmark and its peers for all the 19- year periods ending February 2014.

  • PHEIM SICAV-SIF – Asean Emerging Companies Fund outperformed all its benchmark indices for ALL 1- to 19- year periods ending February and March 2014 in terms of total returns in US Dollars. It also outperformed all its peers in the Morningstar ASEAN Equity category for the same periods. The total returns for the 19- year period ending March 2014 was 489.25% vs FTSE Asean Index of 33.89%.

  • In March, Beijing-based The China Daily named Dr. Tan Chong Koay as one of the 80 Global Chinese Eminent Business Leaders.

2013

  • Pheim SICAV-SIF – ASEAN Emerging Companies Fund in terms of total returns in USD, outperformed FTSE Asean Index for all the 1- to 18-year periods as at September, 2013.

  • Dana Makmur Pheim has been ranked as the best performing fund in the Mixed Asset MYR Balanced – Malaysia Islamic category for the 10-year period ended 31 December 2012. The fund’s cumulative return over the last 10 years was *137.38%. Competing with 30 other funds, Dana Makmur Pheim outperformed the average return of the category by 23.09%. The average return of  the category for this duration was *114.29%. (*Source: Thomson Reuters)

2012

  • Pheim Asia Ex-Japan Islamic Fund ranked as best performing fund in the Equity Asia Pacific Ex-Japan category for 5-year period ending December 2011. (fund return 4.58% vs benchmark return of -9.14%).  Source : The Edge Lipper Malaysia 2012.

  • January 14, 2012, Dr Tan was awarded 《亚太地区最受尊敬华人企业家》in China – “Most Respected Chinese Entrepreneurship Award in Asia Pacific” by China Economic Trading Promotion Agency, People’s Republic of China.(Main reason for winning this award: “Dr Tan’s ability to weather through many crises such as the Financial Crisis in 1998/1999, Tech Bubble in 2000 and the Global Financial Crisis in 2008/2009 over the span of his career demonstrated charisma and wisdom of an outstanding entrepreneur”)

2011

  • ASEAN Emerging Companies Growth Fund Ltd was awarded “Best of the Best Performance Awards 2011” for 3-year and 5-year periods ending September 2011 for the ASEAN Equity Category by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.  
    (Fund return +88.9% vs benchmark return +44.7% for 3-year period)
    (Fund return +94.9% vs benchmark return +60.4% for 5-year period) 

 

2010

  • Assets under management hit US$1.80 billion
  • Morningstar ranked ASEAN Emerging Companies Growth Fund, No 1. in terms of total returns in US dollars, for ALL 1- to 15-year periods as at end of December, 2010 for the Morningstar Category ASEAN Equity Funds.
  • ASEAN Emerging Companies Growth Fund registered a return of 47.05% vs FTSE ASEAN Index 30.53% for the year 2010.
  • Apex Asia Ex-Japan Balanced Fund (managed by Pheim Asset Management Sdn Bhd as the External Investment Manager) won The Edge-Lipper Malaysia Unit Trust Fund Awards 2011 as the Best fund in the Mixed Asset MYR Balanced-Global Fund category for 3-year period ending 31 December 2010 (Fund +9.98% vs Benchmark -3.70%).
  • ASEAN Emerging Companies Growth Fund Ltd was awarded “Best of the Best Performance Awards 2010” for 3 years and 5 years under the ASEAN Equity Category by Asia Asset Management from Hong Kong.
  • Dr Tan Chong Koay was awarded “Best of the Best Country Awards 2010, CEO of the year for Malaysia” by Asia Asset Management from Hong Kong.
  • As at December 2010, Assets under management hit US$1.8billion.
  • Dec 19, 2010, Dr Tan Chong Koay was awarded “China Top 10 Financial Intelligent Persons award“,  “2010 – 中华十大财智人物特别奖
  • Oct 29, 2010, Dr Tan Chong Koay was awarded APEA (Asia Pacific Entrepreneurship Awards) 2010, Outstanding Entrepreneurship Award.
  • Vittoria Fund was rated 5 Stars against 863 funds in the Morningstar Asia Pacific Ex-Japan Category over the prior 3-year period up to 30 June 2010.

2009

  • Assets under management hit US$1.5 billion.
  • Morningstar ranked ASEAN Emerging Companies Growth Fund, No 1. in terms of total returns in US dollars, for 1- to 14-year periods (with the exception of 5 & 6-year period which was ranked No. 2) as at end of August, 2009 for the Morningstar Category ASEAN Equity Funds.
  • ASEAN Emerging Companies Growth Fund registered a return of 106.89%  vs FTSE ASEAN Index 70.86% for the year 2009.

2008

  • Assets under management was US$1 billion.
  • Pheim Malaysia outperformed the Benchmark 10 out of 12 calendar years for the largest client for Malaysia Mandate.  Cumulatively, Pheim Malaysia outperformed the Benchmark every calendar year for 12 calendar years.
  • Dr Tan was awarded “Best of the Best Awards 2008, CEO of the year for Malaysia” by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.

2007

  • Assets under management hit US$1.2 billion.
  • Dana Makmur Pheim (Balanced Islamic Fund) was ranked No.1 for 5-year period by The Edge-Lipper Malaysia for Mixed Asset MYR Balanced Islamic Category ending December 2007. 

    (Fund return +102.1% vs benchmark return +74.1%)

    .

  • Pheim Malaysia was ranked 2nd for Best Overall Equity Managers by the largest mandate client for 5 consecutive years.
  • Pheim Malaysia was ranked No. 1 for Best 3-year Realised Return Malaysia Equity Manager for 3consecutive years by the largest Malaysia Mandate client.

2006

  • Pheim Unit Trusts Berhad launched Pheim Asia Ex-Japan Islamic Fund in Malaysia, the first absolute benchmark Shariah-compliant fund that invests in Asia excluding Japan in November 2006.
  • Pheim Singapore was appointed to manage a Vietnam Fund by Aizawa Securities Co. Ltd, Japan. The fund was launched on October 1, 2006. As of end of 2006, the fund size was US$ 80 million.
  • Dr Tan was named “Southeast Asia’s Small-Cap King” by Bloomberg, in August 2006.
  • Pheim Unit Trusts Berhad launched Pheim Asia Ex-Japan Fund in Malaysia, the first absolute benchmark fund that invests in Asia excluding Japan in July 2006.

2005

  • Pheim Income Fund ranked No. 1 in terms of total return for 3-year period under Lipper’s General Bond category for the period ending December 2005. (Fund returns of 25.15% versus benchmark return of 11.4%). Source: Personal Money, March 2006.
  • Dana Makmur Pheim (Balanced Islamic Fund) ranked No. 1 in terms of total return for 3-year period under Lipper’s Mixed Asset Islamic category for the period ending December 2005.  (Fund returns of 33.88% versus benchmark return of 21.1%). Source: Personal Money, March 2006.

2004

  • Pheim Malaysia was awarded “Best of Best Country Awards 2004, Malaysia Best Boutique House of the Year” by Asia Asset Management, a Hong Kong based publisher of Journal of Investments and Pensions.

  • Pheim Malaysia was ranked No. 1 for Best 1-year Realised Return Malaysia Equity Manager by the largest Malaysia Mandate client.
  • Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Lipper Malaysia Unit Trust Fund Awards as the top fund for the second consecutive year in the Mixed Asset-Islamic/Syariah category for 1-year period.  (Fund returns of 12.3% vs benchmark returns of 6.7%)
  • Pheim Singapore was appointed to manage an Asia Ex-Japan small cap fund by Aizawa Securities Co. Ltd, Japan.
  • ASEAN Emerging Companies Growth Fund Ltd, managed by Pheim Singapore with an ASEAN mandate, was ranked No. 1 among regional and international firms for the offshore Equity ASEAN category by Standard & Poor’s in terms of returns for 5 consecutive years in 3-year and 5-year periods ending December 2000, 2001, 2002, 2003 and 2004. The Fund return for the 5-year period ending December 2004 was +67.85%* vs +8.35%* for the FTSE All World Series ASEAN USD Index. In the Award-Winning Funds Supplement (July 2004) issue of Smart Investor, Singapore, it was mentioned “No one asset manager has ever ranked No. 1 for so many periods in the history of this category (Offshore ASEAN) by Standard & Poor’s”.
  • Vittoria Fund Ltd, managed by Pheim Singapore for the Far East Ex-Japan mandate, ranked well among regional and international firms for the offshore Equity Asia Pacific ex-Japan category in competition with about 190 other regional and institutional players.  It was ranked 18th and 11th by Standard and Poor’s for the 3-year and 5-year periods ending 2004 respectively. The Fund return for the 5-year period ending December 2004 was +47.55%* vs +18.62%* for the MSCI AC Asia Pacific Ex-Japan USD Index.

  • In July 2004, Aizawa Securities Co. Ltd, Japan acquired a 5% stake each in Pheim Singapore and Pheim Malaysia.

 

2003

  • Pheim Unit Trusts Berhad’s 3 unit trust funds, in the first full calendar year, won The Edge-Lipper Malaysia Unit Trust Fund Awards as the top fund for their respective categories for 1-year period. All 3 unit trust funds also won The Star/Standard & Poor’s Investment Fund Award as the top fund for their respective categories for 1-year period ending December 2003.
  • As verified by Watson Wyatt Investment Consulting in conformity with the Level 1 verification of compliance in accordance with the AIMR Performance Presentation Standards (AIMR-PPS®), Pheim Singapore out-performed the respective benchmark every year for every Composite for 9 consecutive years (1995-2003) since inception.
  • As verified by Watson Wyatt Investment Consulting, Malaysia, Pheim Malaysia’s Malaysian Composite (for the combined Malaysia mandated accounts) outperformed the KLCI benchmark every year for 10 consecutive years (1994-2003) since inception.
  • Pheim Singapore was appointed to manage an Asia Ex-Japan Equity Fund by New Private Bank in Zurich, Switzerland.

2002

  • Pheim Singapore was the first boutique fund manager in Singapore to be granted full Investment Adviser’s License, currently known as Capital Markets Services (Fund Management) License.
  • Sumitomo Life Insurance Co., Japan sold off their stake in Pheim Malaysia and Pheim Singapore in April.
  • Pheim Unit Trusts Berhad started operations and launched the first three unit trust funds in January.

2001

  • The largest Malaysia Mandate fund was ranked No. 1 among 8 other external fund managers for Malaysia Equity Category for 1-year return, by client ending December 2001.
    (Fund return +12.0%* vs client’s benchmark +2.4%*)

2000

  • Assets under management crossed One Billion Ringgit (USD260 million

1999

  • Pheim Singapore became one of the first two boutique fund managers in Singapore to be granted the Investment Adviser Boutique Fund Manager License by the Monetary Authority of Singapore (MAS).
  • Assets under management crossed 500 Million Ringgit (USD130 million).
  • At year end, Sumitomo Life Insurance Company agreed to acquire a 10% stake each in Pheim Singapore and Pheim Malaysia.
  • During the Asian Financial Crisis, the largest Malaysia mandate fund was ranked No.1 for one-year return by client in 1998 and 1999 (1998: Fund +27.9% vs KLCI -1.4%, Outperformance: 29.3%; 1999:Fund +76.2% vs KLCI 38.6%, Outperformance: 37.6%).

1998

  • Dr. Tan Chong Koay was named the “Second Board Kingby Bloomberg in Malaysia for his well-timed investments in small-cap companies in 1995/1996.
  • During the Asian Financial Crisis, the largest Malaysia Mandate fund was ranked No.1 among 8 other external fund managers for Malaysia Equity Category for 1-year return by client, ending December 1998.
    (Fund return +27.9%* vs client’s benchmark -1.4%*)

1996

  • Malaysian Emerging Companies Growth Fund, managed by Pheim Malaysia, was ranked No. 1 by Micropal among offshore Malaysia Country funds for the 1-year period ending December 1996 for the second consecutive year. The Fund return was 44.4% versus 24.4% for the KLCI benchmark.

1995

  • Dr Tan Chong Koay founded Pheim Singapore and assumed the role of Chief Executive Officer/Chief Strategist till December 2010.

1994

  • Dr. Tan Chong Koay founded Pheim Malaysia and assumed the role of Chief Executive Officer/Chief Strategist up till present.

1993

  • The Singapore SESDAQ Fund, under the supervision of Dr. Tan Chong Koay till November 1993, was ranked top in a Micropal ranking of Far East Country Funds 1993. The Fund return was +248.9%* between January 1, 1993 and January 3, 1994..

1992

  • The Malaysian Emerging Companies Fund Ltd, managed by Dr. Tan Chong Koay in John Govett, was ranked top by Micropal in the category of Investment Trust in the one-year Far East Ex-Japan (Single) Sector. The Fund return was +33.12%.

1990

  • Dr. Tan Chong Koay joined John Govett (Asia) Pte Ltd as the first Director of Portfolio Investments.

1987

  • Dr. Tan Chong Koay was rated by William Mercer Zainal Fraser as the Top Manager for Retirement & Pension Funds in Malaysia.
  • Dr Tan was the first Executive Director of Arab-Malaysian Unit Trusts Bhd (now known as AmInvestment Services Bhd). He created, developed and launched Arab-Malaysia Gilts, the first unit trust in Malaysia to invest solely in Malaysian Government and bank-backed securities.  Dr Tan became the “Pioneer of Fixed Income Unit Trust” in Malaysia.

  • Dr. Tan Chong Koay participated actively in organizing and promoting the concept of raising funds from American investors to invest in Malaysian companies through Malaysia Fund Inc., the first Malaysia closed-end country fund managed by Morgan Stanley and listed in NYSE in 1987.

1981

  • Dr. Tan Chong Koay joined Arab-Malaysian Merchant Bank (now known as AmInvestment Bank) and was appointed the first Head of Investment Services. He grew the division and team from 2 staff in 1981 to 65 in 1988.

1976

  • Dr Tan started his investment career at SEACORP, Malaysia (now known as Amanah Capital Partners Bhd).  Dr Tan was with SEACORP, which owned 100% of the first unit trust company in Malaysia & Singapore for 4 years and 7 months from 1976 – 1981