10 investment funds to which you can trust
12 january 2017, 02:10
In the second half of 90-ies of the stock market showed record-high results which has led many investors to forget how important it is for managers of investment funds high qualification and experience of managing investment portfolios. In the period between 1995 and 1999, for the first time the existence of index Standard amp Poors 500 iSPC growth stocks included in its calculation base is more than 20% for 5 consecutive years. According to Morningstar in 1999, the average profit funds investing in the technology sector were 135%. This unusually high figure is worthy culmination of 15 years of continuous growth. The strong recovery of the market is made of many still quite inexperienced Fund managers filled their portfolios with expensive shares of fast-growing companies just the same geniuses investment business. Currently, however, the situation has changed dramatically from the market no longer have to wait still an incredible growth rate. In 2000 the SampP 500 index lost about 10% while the Nasdaq Composite iIXIC failed in comparison with the maximum level recorded on 10 March 2000 by almost 50%.
However in almost all conditions it is possible to find funds with which to entrust their money. There are about 500 investment funds with 10-year history of investing in companies with high capitalization. Securities of such funds are usually the best choice when forming the main part of the investment portfolio because they represent a less risky investment than securities of funds specializing in the stocks of companies with low or medium capitalization. In November 2000, the company TheStreet.com conducted an analysis of funds investing in stocks of companies with high capitalization selected those which over the last 1 3 5 and 10 years had the same portfolio Manager or team of managers whose results for these periods was higher than the average of other funds. In addition the analysis took into account the level of costs which should have been below the average minimum amount of investment which had to be less than $5000 open to new individual investors as well as the results of the funds for those months when the SampP 500 index was down 3% or more. In the selection there are only 23 of the Fund satisfies all these requirements.
In the first place makes sense to consider the 10 funds holding top positions in the ranking of the best US investment funds according to this average annual yield for 10 years. This top ten includes MSDW American Opportunities average annual return over 10 years 22% Kemper-Dreman High Return 219% Smith Barney Fundamental Value 203% Clipper 203% Victory Diversified Stock 193% 186 Dreyfus Appreciation% Salomon Brothers Opportunity 181% Gabelli
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