A top performer - with a difference

August 2009
Finweek;8/28/2009 Spring Supplement, p15
The article focuses on the financial performance of the Ashburton European Fund. It notes the significant role of the global economic stimulus on the success of the fund. It examines several funds' adopted themes including short-term shipping, transport construction, and energy sector as stated by portfolio manager Richard Robinson. Furthermore, Robinson also remarks on the appropriate selection of stocks in the market.


Related Articles

  • In the Eye of the Evaluator. Israelsen, Craig L. // Financial Planning;Apr2004, Vol. 34 Issue 4, p125 

    Provides information on mutual fund rating systems of Morningstar Principia and Value Line Mutual Fund Survey in the U.S. Design of the rating measure employed by both companies; Modifications made by Morningstar to its star rating methodology in June 2002; Approach taken by Value Line to fund...

  • HANGING TOUGH IN THE SLUMP. J. G. // Registered Rep;Apr2011, Vol. 35 Issue 4, p26 

    The article presents a study that shows the 370 mutual funds which outperformed their market benchmarks in the U.S. during the 10-year period ending December 31, 2010. The study revealed that 85 percent of the funds have underperformed their particular style benchmarks at a minimum of 1 percent...

  • Equities lead fresh surge in sales, IMA reports. Burnett, Helen // Fund Strategy;11/7/2005, p6 

    The article reports on the Investment Management Association's data showing an increase in net retail sales of investment funds in Great Britain, in September 2005. However, the September total net retail sales figure of 801.4 million pounds was only up 1.7 percent compared with August 2005....

  • SMAs: Not Just For Wirehouses. Glover, Hannah // Money Management Executive;7/2/2007, Vol. 15 Issue 26, p1 

    The article focuses on the growing fee-based separately managed account (SMA) business relative to independent and wirehouse brokers and dealers in the U.S. It states that independent advisers, unlike wirehouse brokers, are used to doing things very independently and creating their own...

  • Vital statistics. Bhardwaj, Sameer // Money Today;5/28/2009, p6 

    The article offers a guide to investing in mutual funds. When investing in mutual funds, the author says that returns should not only be the criterion but also the performance record and expense ratio of the mutual fund should be examined. Mutual funds with a diverse portfolio are said to invest...

  • Performance of Mutual Funds by Type, 2004.  // World Almanac & Book of Facts;2005, p126 

    The article presents information on performance of mutual funds by type, in the U.S. in 2004. The information is given in tabular form. The information covers, growth & income, specialty stock, equity income, and others.

  • A look at the big LIC. Freeman, Peter // Money (Australia Edition);Nov2005, Issue 10, p102 

    The article presents information on the listed managed investments sector in Australia. There are several broad categories of listed managed investments such as being listed investment companies (LIC) and listed property trusts. The advantage of the established LIC is that they have very long...

  • Should you sell your fund?  // Dow Theory Forecasts;3/21/2005, Vol. 61 Issue 12, p2 

    The article reports that selling or exchanging mutual funds may have costly tax consequences. Still, that is no reason to hold onto a dud; do not let taxes drive investment decisions. One way to mitigate a tax hit is by selling a loser and buying a similar fund the very same day. That strategy...

  • Topsy-Turvy Times for Funds. Wang, Penelope // Money;Jun2009, Vol. 38 Issue 6, p48 

    The article discusses financial difficulties that have been experienced by mutual funds from October 2007 through May 2009. Decreases that have occurred in the value of mutual funds during this time period are mentioned. The author states that the decline in the stock market has impacted the...


Other Topics