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Global Strategy Fund
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S&P 5 Star Performance Ranking | |
|
Valu-Trac Investment Management Limited advises a Global Strategy Fund on behalf of the investment department of a European Bank.
| As at 30 November 2008 |
Fund
% in Euros |
MSCI World Index
% in Euros |
Difference
% in Euros |
| 1 Year |
-25.2 |
-34.4 |
+9.2 |
| 3 Years* |
-1.9 |
-10.6 |
+8.7 |
| 5 Years* |
7.7 |
-1.1 |
+8.8 |
|
Since Performance Start*
(1 January 2000) |
0.3 |
-6.0 |
+6.3 | | |
Notes
• All returns over 1 year are annualised
• All Fund returns are shown gross of management fees
• Initially Global Equity markets with defensive Bonds
• Able to use “alternative” investments since January 2004
• Alternatives equate to stocks in the S&P Gold, Metals and Mining Industries
• Source of performance data is the Client. |
