Overseas Funds that invest in developing countries
Оригинал http://www.ftd.de/boersen_maerkte/geldanlage/:Fondsrating% 20to% 20Sprung/232589.html
fund rating on the jump to the top of Olaf
Wittrock
, those who had in recent years on the upswing in Asia, Latin America, Eastern Europe and Africa, could hardly be next. The emerging countries on the verge of developing countries to industrial nations consistently put out a tremendous growth.
The leading index MSCI Emerging Markets, which tracks the stock market in 25 countries from Argentina to India to Turkey was able to triple its level in the past three years, almost - in spite of currency and economic turmoil in various markets.
drove the best funds in the asset class, an even better results as the Morningstar Rating shows average gains of up to 44 percent a year, investors registered since July 2004. And given the global boom, with quite different strategies, as a look into the portfolios of the best funds clear.
The ten best performing stock fund with investment focus on emerging markets
The leader Emergents the French fund boutique Carmignac has in the past, for example, always individual countries are heavily over-or underweight: Currently, we are not very active in India, but even more so in the recent strong rising markets of Brazil and South Korea. These two countries are overweight, other funds such as the leaders of the Global Advantage Emerging Markets and the corresponding product of the Swiss Pro fund management company - both are maintained by the New York fund manager Michael Keppler.
pays limited to a few emerging markets are very different from
Raiffeisen-Eurasia Fund, which has emerged from the Convergence Fund of the Austrian banking subsidiary. Here, according to fund statute always about 30 percent of the funds flow into the three major emerging economies China, India and Russia, the other ten percent go to Turkey. Currently one deviates from this rule decrease, the fund has invested only 15 percent in India. The fundamental limitation to a few major emerging economies has paid off in the past but - if even at higher rates, such as the risk ratio disclosed in the table.
has comparatively low risk to French investment company also Comgest her well-known Magellan fund positions. Here one tends to be skeptical of raw materials and energy stocks and familiar term rather promising companies in the consumer goods industry.
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