PFSF Update (19 May 2026)
Why it was among the top performing funds last week, and what it means for you
Public Focus Select Fund (PFSF) was the third top performing fund on Public Mutual's Weekly Top 10 list for the week ended 15 May 2026.
What this fund does
PFSF invests in medium and small-sized Malaysian companies across different sectors. It’s been around since 2004, making it one of the longer-running funds in this category.
Think of it as a carefully chosen basket of established and growing Malaysian businesses. It’s built for the medium to long term, with five years and beyond being the right horizon.
How it's been performing (As at 18 May 2026)
Last week: +3.34% (third on the Weekly Top 10)
Year-to-date: +11.00%
1-Year: +22.75%
3-Year annualised: +15.35%
5-Year annualised: +7.45%
Past performance is not a guarantee of future results.
What’s inside the fund
The top holdings as at 30 April 2026 include some familiar local names:
QL Resources, a well-known Malaysian food and agriculture company
LPI Capital, a long-established Malaysian insurance group
TIME dotCom, a Malaysian telecommunications company
A few choice names from Taiwan, including Hon Precision and Kinik Company
These are the kinds of steady, well-run companies that form the backbone of the local market.
Why it’s doing well right now
Malaysia’s local market has been quietly building momentum. Our 1Q 2026 GDP growth was revised up to 5.4%.
PFSF is well-balanced between Financial companies (32.2%) and Industrial companies (31.7%), with the rest spread across Consumer, Technology and Communications. This balance helps the fund benefit from broad local strength rather than relying on any single sector.
What this means for you
If you’re already holding PFSF, you’re invested in a strategy that rewards patience. The recent run is encouraging, but the fund’s logic hasn’t changed.
A few gentle thoughts:
PFSF works best alongside other holdings, not on its own.
If you have a little extra savings, let me know so I can suggest where to place the money in your portfolio.
Try not to read too much into one good week. The long-term picture matters more.
Click on the links below to get in touch with me if you have questions.
Regards,
Rebecca Chan