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Managed Funds, past performance

 

The following table shows Morningstar’s ranking of the top 10 performing retail funds over the year to 30 September 2007. Although the table may be out of date, please consider carefully our comments below.

 

 

Top 10 Performing Retail Funds

(ranked by 1yr as at 30-Sep-07)

 

Fund Name

3mos

1yr

%


3yrs

%


Challenger China Share Fund

34.88

95.11

NAv

Macquarie Master – Small Companies Fun..

-0.48

68.68

44.50

Emerging Resources Company Share Fund

10.71

64.44

NAv

Macquarie – Small Companies Growth Tru..

-0.98

63.71

40.84

Macquarie Australian Small Companies

-0.76

63.49

NAv

Macquarie – Small Comp Growth Trust NE..

-1.09

63.38

40.53

BT Classic Investment - Natural Resour..

12.94

63.22

39.76

Macquarie Super/RO Plan - Macquarie Sm..

-0.46

59.65

40.55

Col Sel Pers Sup-CFS Wsale Geared Shar..

8.66

58.93

49.35

Col Sel Corp Super-CFS Wsale Geared Sh..

8.66

58.93

49.16

 Source: Morningstar

 

While the performance of these funds over that one year period is extraordinary, please note the following:

 

R      four of the top seven funds had not been ranked by Morningstar,

R      three of the top six funds are relatively new funds (less than 3 years old),

R      half of the funds are Macquarie funds, yet

R      the Macquarie funds all lost ground over the three months to 30 September 2007, the others didn’t.

 

Challenger China Share Fund

The top performing Challenger China Share Fund over this period saw its entry price decline from $2.84 at 31 October 2007 to $1.90 at 31 January 2008. (It was still being promoted on the basis of an annual performance of 43.42% in the year to 31 December 2007, but if you had bought in around end October 2007, you were down almost 30%.)

On or about 30 November 2009, the Investment Manager Halbis Capital Management (Hong Kong) was replaced by Five Oceans Asset Management (Five Oceans) as the investment Manager.

 

So remember that past performance is no guide to future performance, the stars of one year can be the poor performers next and you need to take a long term perspective when investing in managed funds. 

 

 

 


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