Our Milestones

1994
5 Oct 1994

HLAM was incorporated under the name of HLB Unit Trust Management Sdn Bhd.

1995
3 Jan 1995

HLAM was converted into a public limited company.

8 Sept 1995

Launched our first equity unit trust fund - HLG Growth Fund.

1999
26 Apr 1999

Launched HLG Penny Stock Fund (renamed as Hong Leong Value Fund on 27 March 2020).

2002
15 Jul 2002

HLAM was renamed HLG Unit Trust Bhd when we became a wholly-owned subsidiary of HLG Capital Berhad (now Hong Leong Capital Berhad).

2010
1 Jun 2010

HLAM acquired the business activities, assets and liabilities of HLG Asset Management Sdn Bhd.

2017

Received 2 prestigious Lipper Fund Awards: 1 Group Award Best Equity, 1 Fund Award.

2018

Received 4 prestigious Lipper Fund Awards: 2 Group Award Best Equity, Best Mixed Assets, 2 Fund Awards.

2019

Received 4 prestigious Lipper Fund Awards

28 Jun 2019 - HLAM acquired the entire interest in Hong Leong Fund Management Sdn Bhd.

26 Sep 2019 - Hong Leong Fund Management Sdn Bhd was renamed to Hong Leong Islamic Asset Management Sdn Bhd (HLISAM).

18 Nov 2019 - HLISAM is granted an Islamic fund management license.

2020

Received 12 prestigious Lipper Fund Awards: 1 Group Award - Best Equity - Malaysia Provident, 11 Fund Awards

2021

Received 10 prestigious Lipper Fund Awards: 1 Group Award - Best Equity - Malaysia Provident, 9 Fund Awards

2022

Received 21 prestigious Lipper Fund Awards: 1 Group Award - Best Equity - Malaysia Provident, 20 Fund Awards

Launched first Conventional ESG Fund.

Launched first PRS Fund.

2023

Received 20 prestigious Lipper Fund Awards.

Launched first Shariah ESG Fund.

2024

Received 8 prestigious LSEG Lipper Fund Awards.

Our Strengths

Strong Investment Capabilities

Expertise in managing local and foreign equities and local fixed income

Focus on Customer Experience

Professional client servicing to provide positive client experience

Harness on Group Synergies

Leverage on Hong Leong Group’s diverse resources & business experience

Robust Risk & Compliance Culture

Proactive management of investment & operational risks

Experienced Personnel

Management & investment team with a diverse investment portfolio experience

Our Core Activities

Providing focused investments to

Preserve clients’ assets

Generate added value

Deliver returns over time

Establishment & management of unit trust funds for provision of investment solutions to mass market.

Establishment & management of wholesale funds for provision of investment solutions for sophisticated investors.

Provision of discretionary and non-discretionary fund management services for retail and institutional investors.

Establishment and management of private retirement schemes for provision of investment solutions to mass market.

Awards and Recognition

2 Awards

Thomson Reuters Lipper Fund Awards 2017 Winner Malaysia
  • Group Award: Hong Leong Asset Management
    • Best Equity Category
  • Fund Award: Hong Leong Penny Stock Fund
    • Best Fund Over 3 Years – Equity Malaysia Category

4 Awards

Thomson Reuters Lipper Fund Awards 2018 Winner Malaysia
  • Group Award: Hong Leong Asset Management
    • Best Equity Category
    • Best Mixed Asset Category
  • Fund Award: Hong Leong Growth Fund
    • Best Fund Over 3 Years – Equity Malaysia Diversified Category
    Hong Leong Dividend Fund
    • Best Fund Over 3 Years – Equity Malaysia Income Category

4 Awards

Lipper Fund Awards From Refinitiv 2019 Winner Malaysia
  • Fund Awards: Hong Leong Dividend Fund
    • Best Fund Over 3 Years – Equity Malaysia Income Category
    • Best Fund Over 5 Years – Equity Malaysia Income Category
    Hong Leong Penny Stock Fund
    • Best Fund Over 5 Years – Equity Malaysia Category
    Hong Leong Balanced Fund
    • Best Fund Over 5 Years – Mixed Asset MYR Balanced-Malaysia Category

12 Awards

Refinitiv Lipper Fund Awards 2020 Winner Malaysia
  • Group Award: Hong Leong Asset Management
    • Best Equity Award – Malaysia Provident
  • Fund Awards: Hong Leong Dividend Fund
    • Equity Malaysia Income – Malaysia Provident, 3 Years
    • Equity Malaysia Income – Malaysia Provident, 5 Years
    Hong Leong Growth Fund
    • Equity Malaysia Diversified – Malaysia Provident, 3 Years
    • Equity Malaysia Diversified – Malaysia Provident, 5Years
    Hong Leong Asia-Pacific Dividend Fund
    • Equity Asia Pacific ex Japan – Malaysia, 3 Years
    Hong Leong Penny Stock Fund*
    • Equity Malaysia – Malaysia Provident, 5 Years
    • Equity Malaysia – Malaysia Provident, 10 Years
    Hong Leong Dana Makmur
    • Equity Malaysia – Malaysia Islamic, 3 Years
    • Equity Malaysia – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2020 Winner Global Islamic
  • Fund Awards: Hong Leong Dana Makmur
    • Equity Malaysia – Global Islamic, 3 Years
    • Equity Malaysia – Global Islamic, 5 Years

10 Awards

Refinitiv Lipper Fund Awards 2021 Winner Malaysia
  • Group Award: Hong Leong Asset Management
    • Best Equity Award – Malaysia Provident
  • Fund Awards: Hong Leong Dividend Fund
    • Equity Malaysia Income – Malaysia Provident, 5 Years
    Hong Leong Asia-Pacific Dividend Fund
    • Equity Asia Pacific ex Japan – Malaysia Provident, 3 Years
    • Equity Asia Pacific ex Japan – Malaysia Provident, 5 Years
    Hong Leong Growth Fund
    • Equity Malaysia Diversified – Malaysia Provident, 5 Years
    Hong Leong Dana Makmur
    • Equity Malaysia – Malaysia Provident, 3 Years
    • Equity Malaysia – Malaysia Islamic, 3 Years
    • Equity Malaysia – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2021 Winner Global Islamic
  • Fund Awards: Hong Leong Dana Makmur
    • Equity Malaysia – Global Islamic, 3 Years
    • Equity Malaysia – Global Islamic, 5 Years

21 Awards

Refinitiv Lipper Fund Awards 2022 Winner Malaysia
  • Group Award: Hong Leong Asset Management
    • Best Equity Award – Malaysia Provident
  • Fund Awards: Hong Leong Asia-Pacific Dividend Fund
    • Equity Asia Pacific ex Japan – Malaysia Provident, 3 Years
    • Equity Asia Pacific ex Japan – Malaysia Provident, 5 Years
    Hong Leong Dividend Fund
    • Equity Malaysia Income – Malaysia Provident, 3 Years
    • Equity Malaysia Income – Malaysia Provident, 5 Years
    • Equity Malaysia Income – Malaysia Provident, 10 Years
    Hong Leong Growth Fund
    • Equity Malaysia Diversified – Malaysia Provident, 5 Years
    Hong Leong Dana Makmur
    • Equity Malaysia – Malaysia Provident, 3 Years
    • Equity Malaysia – Malaysia Provident, 5 Years
    • Equity Malaysia – Malaysia Islamic, 3 Years
    • Equity Malaysia – Malaysia Islamic, 5 Years
    • Equity Malaysia – Malaysia Islamic, 10 Years
    Hong Leong Dana Maa’rof
    • Mixed Asset MYR Balanced – Malaysia Provident, 3 Years
    • Mixed Asset MYR Balanced – Malaysia Provident, 5 Years
    • Mixed Asset MYR Balanced – Malaysia Islamic, 3 Years
    • Mixed Asset MYR Balanced – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2022 Winner Global Islamic
  • Fund Awards: Hong Leong Dana Makmur
    • Equity Malaysia – Global Islamic, 3 Years
    • Equity Malaysia – Global Islamic, 5 Years
    • Equity Malaysia – Global Islamic, 10 Years
    Hong Leong Dana Maa’rof
    • Mixed Asset MYR Balanced – Global Islamic, 3 Years
    • Mixed Asset MYR Balanced – Global Islamic, 5 Years

20 Awards

Refinitiv Lipper Fund Awards Malaysia 2023 Winner
  • Fund Awards: Hong Leong Asia-Pacific Dividend Fund
    • Equity Asia Pacific ex Japan – Malaysia Provident, 3 Years
    • Equity Asia Pacific ex Japan – Malaysia Provident, 5 Years
    Hong Leong Dana Makmur
    • Equity Malaysia – Malaysia Provident, 3 Years
    • Equity Malaysia – Malaysia Provident, 5 Years
    • Equity Malaysia – Malaysia Provident, 10 Years
    • Equity Malaysia – Malaysia Islamic, 3 Years
    • Equity Malaysia – Malaysia Islamic, 5 Years
    • Equity Malaysia – Malaysia Islamic, 10 Years
    Hong Leong Dividend Fund
    • Equity Malaysia Income – Malaysia Provident, 3 Years
    • Equity Malaysia Income – Malaysia Provident, 5 Years
    • Equity Malaysia Income – Malaysia Provident, 10 Years
    Hong Leong Dana Maa’rof
    • Mixed Asset MYR Balanced – Malaysia Provident, 3 Years
    • Mixed Asset MYR Balanced – Malaysia Provident, 5 Years
    • Mixed Asset MYR Balanced – Malaysia Islamic, 3 Years
    • Mixed Asset MYR Balanced – Malaysia Islamic, 5 Years
Refinitiv Lipper Fund Awards 2023 Winner Global Islamic
  • Fund Awards: Hong Leong Dana Makmur
    • Equity Malaysia – Global Islamic, 3 Years
    • Equity Malaysia – Global Islamic, 5 Years
    • Equity Malaysia – Global Islamic, 10 Years
    Hong Leong Dana Maa’rof
    • Mixed Asset MYR Balanced – Global Islamic, 3 Years
    • Mixed Asset MYR Balanced – Global Islamic, 5 Years

8 Awards

LSEG Lipper Fund Awards Malaysia 2024 Winner
  • Fund Awards: Hong Leong Dana Makmur
    • Best Equity Malaysia – Malaysia Islamic Fund Over 10 Years
    Hong Leong Dana Maa’rof
    • Best Mixed Asset MYR Balanced – Malaysia Provident Fund Over 5 Years
    • Best Mixed Asset MYR Balanced – Malaysia Provident Fund Over 10 Years
    • Best Mixed Asset MYR Balanced – Malaysia Islamic Fund Over 5 Years
    • Best Mixed Asset MYR Balanced – Malaysia Islamic Fund Over 10 Years
LSEG Lipper Fund Awards Global Islamic 2024 Winner
  • Fund Awards: Hong Leong Dana Makmur
    • Best Equity Malaysia – Global Islamic Fund Over 10 Years
    Hong Leong Dana Maa’rof
    • Best Mixed Asset MYR Balanced – Global Islamic Fund Over 5 Years
    • Best Mixed Asset MYR Balanced – Global Islamic Fund Over 10 Years