Research (Penizenavic.cz)
Markets  |  June 06, 2012 09:18:27

In May, recorded a loss of 95% of equity mutual funds


You drove this old proverb Investors "Sell in May and go away"? If so, you can now relax in peace, if not, you will enjoy a long way towards getting drowned in the money market downturn. In May is earned in unit trusts very few people.

 

Equity mutual funds - the worst hit Sporotrend

 

Equity mutual funds in May delved deep into the red, even the worst equity mutual fund was then Sporotrend investment companies in the Czech Savings Bank, which recorded a decline in the value rate of -19%. Overall, reported declines in rates in May   95% of equity mutual funds, make it so difficult but not impossible. And the funds that actually ended in May with positive-efficiency? Absolutely the most powerful equity mutual fund in May ESPA Stock Biotec performance with 4.92% followed by ESPA Stock America with the performance of 2.49% and Franklin MENA with the performance of 2.02%.The performance, however, are negligible in comparison with steep dips, which saw a number of equity mutual funds, that when 24% of mutual funds reported declines in rates of 10% or more. Bottom line, in May showed the average equity mutual funds performance of -7.13%.

The most powerful equity mutual funds

 

Name of Fund

Investment Firm

Efficiency

ESPA Stock Biotec

Erste Sparinvest

4.92%

ESPA Stock America   

Erste Sparinvest

2.49%

Franklin MENA (EUR)

Franklin Templeton

2.02%

Equity Consumer Goods World

BNP Paribas AM

1.96%

Equity Telecom World

BNP Paribas AM

1.73%

Bond mutual funds - Pioneer Aggregate Bond Fund's most powerful ever

 

In the case of bond mutual funds, the situation is a little happier, though it ended in the black 55% of them, nor the positive performance of these mutual funds nezbránily but the fact that the average performance of bond mutual funds slipped into the red, namely the value of -0.05 %.That does not mean that you in May in bond mutual funds could not earn interest money, on the contrary, it was the Pioneer Aggregate Bond Debenture with the performance of 7.36%, which reported in May the highest performance. I came to the opposite extreme from the workshop of Investment Pioneer, when it was not nejztrátovějším bond fund Pioneer Euro Corporate Bond performance of -7.30%

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The most powerful bond mutual funds

Name of Fund

Investment Firm

Efficiency

U.S. Dollar Aggregate Bond

Pioneer Investments

7.36%

Global Bond

BAWAG PSK Invest

6.78%

Strategic Income

Pioneer Investments

6.01%

KBC Renta Decarenta

KBC AM

5.28%

U.S. High Yield

Pioneer Investments

5.14%

 

Money market funds - in May with an average performance of 0.09%

 

The group of money market funds are the second best performing mutual fund at all, ESPA Cash Dollar with the performance of 6.98%, not left too far behind the U.S. Dollar Short Term Pioneer with the performance of 6.60%. The average performance of money market funds was 0.09% in May, when a final settlement in May remained in the black 82% of them. Even in money market funds, however, in May could lose big money, that when Short Term Pioneer showed a negative performance of -7.12%.

The most powerful money-market funds

 

Name of Fund

Investment Firm

Efficiency

ESPA Cash Dollar

Erste Sparinvest

6.98%

U.S. Dollar Short Term

Pioneer Investments

6,60%

EUR AXA Account

AXA

3.27%

Czech conservative opf

Alico Funds Central Europe

0.35%

Czech conservative investment fund

Raiffeisenbank

0.24%

 

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