Archive by Author

Manager Factsheet Sample: Jupiter JGF European Growth

To achieve long term capital growth by exploiting special investment opportunities in Europe. The Fund will invest at all times at least 50% of its total assets (excluding liquid assets) in equities or other securities and participation rights. It will also invest, at all times, at least two-thirds of its total assets (excluding liquid assets) [...]

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Featured Video: Manager Surveillance–Creating an Early Warning System

MPI’s Jeff Schwartz discusses how manager surveillance can help identify good managers and – more importantly – problem funds, before they negatively impact firms. Hear firsthand how a robust surveillance framework can provide analysts with advanced red flags and deeper fund analysis capabilities.

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Manager Factsheet Sample: Melchior ST Global Active C £

The investment objective of the Sterling Global Opportunities Fund is to achieve longer term capital growth through diversified investment in equities and bonds that are denominated in Sterling and/or if in other currencies may be hedged back in Sterling and issued by corporations and bonds issued by governments, government agencies and supranational organizations that are [...]

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Manager Factsheet Sample: Putnam Voyager A (PVOYX)

The fund seeks to achieve capital appreciation. The fund invests mainly in common stocks of U.S. companies with a focus on growth stocks which are issued by companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. [...]

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