Research (Penizenavic.cz)
Markets  |  January 11, 2013 06:03:37

So Jesus mutual funds still "loaded"


If you are under the Christmas tree waiting for a solid performance of mutual funds, you might have waited to see. Positive performance is achieved in 87% equity and 75% more than bond mutual fund performance with average 2.73%, respectively. 0.55%. However, the most nadělovaly funds investing in countries in which you would probably not enjoy Christmas idyll.

Global.subtitle Chinese, Brazilian and Japanese equities

Right at the beginning we have to disabuse those of you who assumed supremacy in the December equity mutual funds investing in the Turkish joint stock companies. These funds, although in December could enjoy significant further growth in the Turkish stock exchange index XU 100 in December grew by 7% to win but it was not enough. Most powerful mutual fundIn December, namely Access Horizon China Fund with the performance of 17.08%. But do not be mistaken impression domination equity mutual funds investing in Chinese indices. Horizon China Access Fund is the best performing among the 20 mutual funds only invest in Chinese stock companies. It is otherwise, however, in the case of equity mutual funds investing in shares of Brazilian corporations. These mutual funds have the highest rungs of three representatives. At the same time, this was the performance of Brazilian Bovespa stock index in December grew by 8%, whichpushed up the performance of equity mutual funds investing in equities of companies across South and Latin America and equity mutual funds investing in BRIC. The club best performing equity mutual funds were in December and equity mutual funds investing in shares of Japanese companies, where the December performance NIKKEI 225 index broke as a 7% increase in the Turkish and 8% growth in Brazilian index it in December when he scored an appreciation of more than 12% . Failed on the contrary, mutual funds that invest in shares of mining companies, when it was in December at all nejztrátovějším equity mutual fund Amundi Funds Equity Global Gold Mineswith the performance of -5.66%. As a whole reported in December, the average equity mutual funds performance of 2.73%, when it is in the black retained more than 87% of them.

Best performing equity mutual funds for December 2012

Unit trust Investment Company Efficiency
Access Horizon China Fund CSOB IS 17.08%
Access Vietnam (Horizon) CSOB IS 12.22%
HSBC GIF Brazil Equity AD HSBC AM 10.33%
Franklin Templeton Japan (JPY) Franklin Templeton 10.32%
Amundi Funds Equity Japan Value (JPY) Amundi 10.15%

In the case of bond mutual funds were the most generous emerging markets

In the case of bond mutual funds were among the best performing mutual funds focused on government bonds of emerging countries and funds investing in corporate bonds. Most powerful bond mutual fund in December BNP Paribas Bond Best Selection World Emerging with the performance of 3.39%.

In the case of corporate bond fund is gradually reducing their growth performance, while increasing the demand for corporate bonds, pushing down their yields. In this direction are significantly ahead of the U.S. corporate bond markets. By contrast, the European ones are still interesting potential. Reducing corporate bond yields on the other side of the Atlantic as seen in the performance of bond mutual funds, bond funds with the highest performance in fact ranked bond mutual funds investing in corporate bonds of European companies.

In December nejztrátovější bond mutual fund? If we ignore the dividend paying Conseq Invest Bond , in December bond fund reporting the largest decrease in the share exchange BAWAG PSK Secure Rentwith the performance of -2.13%. performance of the average bond mutual funds was 0.55% in December, the positive performance achieved when more than 75% of bond mutual funds.

The most powerful bond mutual funds for December 2012

Unit trust Investment Company Efficiency
Bond Best Selection World Emerging BNP Paribas AM 3.39%
Euro High Yield Pioneer Investments 2.64%
Euro Corporate Bond Pioneer Investments 2.64%
Convertible Bond Best Selection Europe BNP Paribas AM 2.39%
Euro High Yield Bond BNP Paribas AM 2.38%

Bet on the new card with money market funds disbursed

Money market funds have long been troubled by the middle of very low interest rates. Many of them gradually turns into a "conservative investment funds", possessing greater options when investing the money of its investors, especially as the maturity of securities purchased are concerned. The fact that this change is for the benefit of clients and own funds is the fact that, for example Conseq Invest Conservative , one of the most powerful conservative funds at all, Reached in December performance of 0.29%, which is the equivalent of 12 months at 3.48%, which is higher than appreciation, which is currently available in a savings account. The most powerful short-term investment fund was not at all Conseq Invest Conservative , but Pioneer Absolute Return Growth performance with 0.94%, followed by the Fund Generali PPF Conservative Fund (EUR) with the performance of 0.66%.

Conservative investment funds with the largest decrease in the course? Again, omitting the dividend paying Conseq Invest Conservative , became in December nejztrátovějším conservative investment fund Parvest Enhanced Cash 18 Months with a decline in the share rate by 0.47%.

The most powerful conservative investment funds and money market funds for December 2012

Unit trust Investment Company Efficiency
Absolute Return Growth Pioneer Investments 0.94%
Generali PPF Conservative Fund CP INVEST 0.66%
Conseq Invest Conservative Conseq Investment Management 0.29%
U.S. Dollar Short-Term A. Pioneer Investments 0.22%
GE Money Cash Fund GE Money 0.19%
Tyto zprávy pro vás vytváří Penízenavíc.cz.
Was this article: 10 | 8 | 6 | 4 | 2 | 0


Last news from the section Markets:

St 22:01  Wall Street Closing Bell & výhled na 14. 12. 17 Grant Capital (Grant Capital)
St 20:11  FED zvyšuje sazby Markéta Höfferová (Kurzy.cz)


Tak ježíšek podílovým fondům přece jen „naložil“

Diskuze a názory

Na dané téma nejsou žádné názory.


Zobrazit sloupec 
Moner | ISIN database | Weather forecast
Česká verze
Kurzy.cz - Akcie cz, kurzy měn, forex, zlato.
Favorite: Prague Stock Exchange Czech crown Czech economy Commodities Gold Trademarks Prague Weather

Copyright © 2000 - 2017

Kurzy.cz, spol. s r.o., AliaWeb, spol. s r.o.,

ISSN 1801-8688