Tag Archives: asset class analysis
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North America Equity – USD Denominated Funds

North America Equity USD denominated funds’ performances range from -54.91% to 13.04% over the last 52 weeks (ending December 2, 2011), in USD terms. On average, the best 5% of the funds outperform the market (pegged to the S&P 500 Index) by approximately 5.13% and the worst 5% underperform by approximately 15.73%. We last analyzed […]

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Equity Europe

Equity Europe funds’ performances range from -29.7% to 10.84% over the last 52 weeks (ending September 30, 2011), in EUR terms. On average, the best 5% of the funds outperform the market (pegged to the MSCI Europe Index) by approximately 9.67% and the worst 5% underperform by approximately 11.3%. We last analyzed this asset class […]

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Bond Global

Bond Global funds’ performances range from -8.83% to 42.73% over the last 52 weeks (ending July 29, 2011), in EUR terms. On average, the best 5% of the funds outperform the market (pegged to the Barclays Capital Global Aggregate Bond Total Return Index) by approximately 11.60% and the worst 5% underperform by approximately 3.88%. The […]

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Bond Emerging Markets Global

Emerging Markets Global Bond funds’ performances range from -11.25% to 15% over the last 52 weeks (ending July 1, 2011), in EUR terms. On average, the best 5% of the funds outperform the market (pegged to the JP Morgan EMBI Global Diversified Index) by approximately 15.08% and the worst 5% underperform by approximately 6.26%. The […]

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USD Bonds

USA Bond funds’ performance ranges from -1.27% to 31.36% over the last 52 weeks (ending May 27, 2011), in USD terms. On average, the best 5% of the funds outperform the market (pegged to the Barclays Capital U.S. Aggregate Bond Total Return Index) by approximately 7.92% and the worst 5% underperform by approximately 5.03%. The […]

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Eurozone Bonds

Eurozone Bond [1] funds’ performance ranges from -8.11% to 3.23% over the last 52 weeks (ending April 29, 2011), in EUR terms. On average, the best 5% of the funds outperform the market (pegged to the Markit iBoxx Euro Sovereigns Eurozone Index) by approximately 2.8% and the worst 5% underperform by approximately 2.9%. During this […]

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Japan Equity

Japan equity funds’ performance ranges from -21.04% to 3.64% over the last 52 weeks (ending March 31, 2011), in JPY terms. The best 5% of the funds outperform the market (pegged to the Daiwa DSI-1 Total Index) by approximately 9.2% and the worst 5% underperform by approximately 8.5%; however, both groups of funds’ cumulative performances […]

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Asia Pacific ex Japan–USD & EUR Denominated Share Classes

Asia Pacific ex Japan equity funds’ performance ranges from -0.59% to 40.34% over the last 52 weeks (ending February 25, 2010), in USD terms. The best 5% of the funds outperform the market (pegged to the MSCI AC Asia Pacific ex Japan) by approximately 11.9% and the worst 5% underperform by approximately 14.4%. What role […]

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North American Equity-EUR Denominated Funds

Given the large number of North American Equity funds registered for sale in Europe, the analysis is divided into USD and EUR denominated funds. In December, we examined USD denominated funds and found that the best performing 5% of funds had overweight exposures to MSCI EAFE, IT, industrials and materials; while the worst performing 5% […]

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Global Equity

Global Equity funds’ performance ranges from -25.83% to slightly over 89% over the last 52 weeks (ending December 31, 2010), in EUR terms. The best 5% of the funds outperform the market (pegged to the MSCI World TR Index) by 12.6% and the worst 5% underperform by approximately 25%.What role do favourable style allocations play? […]

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