MPI Research Corner

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 [...]

Carmignac Patrimoine, the €24 billion flagship fund of French manager Carmignac Gestion, is back in the spotlight due to its good performance this summer. Despite the turbulence in European financial market, the fund rose 2.56% while its benchmark (50% MSCI AC World+50% Citi WGBI) lost -3.19% from June to August this year. Our cumulative return [...]

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 [...]

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 [...]

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 [...]