Tag Archives: RBSA analysis

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 […]

Read more

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 […]

Read more

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% […]

Read more

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? […]

Read more