Tag Archives: manager analysis

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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North American Equity-USD Denominated Funds

Given the large number of North American Equity funds registered for sale in Europe, the analysis is divided into USD denominated funds and all other remaining funds. This month we examine USD funds and attempt to rank the managers’ performance based solely on their skills, thereby stripping away any beneficial or hurtful effect of currency […]

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Global Emerging Markets Equity

Global Emerging Markets Equity funds’ performance varies significantly across the category, with the best 5% of the funds in the universe outperforming the market (pegged to MSCI Emerging Market Index) by approximately 22% and the worst 5% underperforming by approximately 16% over the last 52 weeks (ending October 1, 2010).What role do favourable style allocations […]

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European Equity Class Analysis

European Equity funds’ performance varies significantly across the category, with the best 5% of the funds in the universe outperforming the market (pegged to MSCI Europe) by approximately 15% over the trailing 12 months, and the worst 5% underperforming by approximately the same amount over the same time period. When one focuses on each success […]

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