Research (Conseq)
Mutual Funds  |  January 02, 2013 11:38:13

The year 2012 brought a shareholders funds Conseq great appreciation


Mutual funds Conseq last year superbly assess shareholders funds, small investors in all asset classes. Conseq government bonds scored 6.09%, Conservative Conseq Invest 6.68%, Conseq Invest Bond 13.55%, bonds Conseq Invest New Europe 27.87%, Conseq Invest Equity 22.48% and 3.94% Conseq estate. Conseq Investment Management Company, Inc., which is the investment manager of the Funds, and gave you last year to its clients at any deluxe yields choosing investment strategies.

Funds from the competition Conseq differ mainly very active management. The company Conseq the investment market moves since 1994, and the fund benefited from years of experience of its portfolio managers and their specific knowledge of the investment market. "Year 2012 has been great for investors, whether you chose any asset class," evaluates the results of last year Richard Siuda, Director of Sales Conseq Investment Management, Inc. "But it is important to know that while the   for shares or property we believe in continued growth in money market and bond is not so attractive returns in the near future, unfortunately I confess, "said Richard Siuda.

Conseq government bonds and Conseq Invest Conservative funds are short-term investments with a very conservative strategies. The difference between them is that while the former invests only in government bonds, one may also invest in corporate bonds with a good rating.Conseq Invest Bond invests in corporate and government bonds, but with an arbitrary length of time to maturity. His strategy is also conservative and not include any currency risk. Conversely bonds Conseq Invest New Europe invests in Polish, Hungarian and Turkish bonds without currency risk detection. It is therefore a risky fund, since its value varies not only according to bond prices, but also by exchange rates. Conseq Invest Equity invests in Central European shares. Of all the uses mentioned here dynamic investment strategy and is therefore the most risky. Conseq estate from all other funds vary by investing primarily in securities, but in real estate. Directly buy houses, stores, logistics centers, development projects, etc.Capitalizing on both the letting, as well as their evaluation and sale.

Conseq government bonds manages approximately CZK 165 million and its current price is CZK 1 per participation certificate. It was established in 2009 and since its inception has reached 12.74% of the total evaluation. Conseq Invest Conservative manages about 655 million CZK. One share certificate has a value of CZK 126. Since its inception in 2004 has scored 26.70%. Conseq Invest Bond last year reached a high standard yield, which is not on the Czech market conservative investment strategy unprecedented.Thanks to its long-term results, the best performing fund in the category of bond funds. Its shareholders since its founding in 2000, reviewed the resources already   101%. Manages approximately CZK 1.6 billion and the price per Unit is now 201 CZK. Conseq bonds Invest New Europe was established in 2005, manages about 547 million CZK, per Unit currently costs 142 CZK and shareholders earned during its history of 42,82%. Fund with dynamic strategies Conseq Invest Equity, shareholders investments already reviewed by 66.67% from   its inception in 2000. Manages a total of 1.2 billion CZK. The current price per unit is 166 CZK. Conseq Real Estate Fund, which is a special real estate investment trust, was founded in 2008 and has since scored a total of 15.45%.The value of one participation certificate is CZK 1 aktuáně.

 

Funds table with current values ??on 2 First 2013:

 

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Overall Assessment

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Conseq government bonds

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1.06

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CZK

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Bond

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CZK

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27.87%

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Bond

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22.48%

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Joint-stock

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3.94%

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Real Estate

Funds

Evaluation in 2012

Class

Currency

Price per piece

6.09%

Short-term investments

CZK

12.74%

Conseq Invest Conservative

6.68%

Short-term investments

126.69

26,70%

Conseq Invest Bond

13.55%

201.18

101%

Conseq Invest New Europe bonds

CZK

142.82

42,82%

Conseq Invest Equity

CZK

166.66

66.67%

Conseq Realtor

CZK

1.15

15.45%

 

 

CONSEQ:

Conseq is a renowned investment manager with over 15 years of history in the Czech market. Besides the management of institutional portfolios for more than 10 years, manages investment funds and provides other services to retail investors. In this area, Conseq significant market share and gained the trust of nearly 100,000 investors.

 

Conseq currently except mutual funds own group offers and products of other renowned investment managers, such as BNP Paribas, C-Quadrat, Citibank, CP Invest, Franklin Templeton, HSBC, ING, Pioneer, Societe General and others. The volume of assets under management   over 20 billion CZK (according to the CCMA CR) is Conseq IM largest independent investment manager in the country.  

Richard Siuda, Director of Sales Conseq Investment Management, Inc.  

 

John Náchodská, Omnimedia, Ltd.     
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