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From: | "Katrina Hellyer" <kat@hbfs.co.nz> |
Date: | Tue, 28 Sep 1999 11:11:45 +1200 |
Has anyone heard of a fund called Private Portfolio Service. It is run by Armstrong Jones. ----- Original Message ----- From: Chris Marshall <Chris.Marshall@directories.co.nz> To: <sharechat@sharechat.co.nz> Sent: Tuesday, September 28, 1999 10:06 AM Subject: RE: [sharechat] Mutual Funds > Hi Brian > > During the crazy unit trust years of 1992-96 I invested into BT, NZFM, > Rothchilds, Jardine Fleming. > I found NZ based trusts hopeless cos of fund size (and therefore few staff > researching) and tax treatment causing poor returns. The other three do > great in bull markets but I found only BT coped with bear markets reasonably > - the other two fell fast. My favourite BT funds are the large equity funds > - Growth, International, American, European, Equity Imputation(Aust) & > Pacific Basin. The first two are consistent at around 20% p.a. avg return > over 5 years. The others are more volatile - returns varying 5 - 40% p.a. > MLC Platinum Global is run by Kerr Neilsen who used to run BT research till > he & some of his top staff moved to MLC - some of the other MLC funds seem > to be large and 20% p.a. avg too. > > Chris > > > -----Original Message----- > > From: Brian Brakenridge [SMTP:brianbrak@xtra.co.nz] > > Sent: Monday, 27 September 1999 8:22 > > To: sharechat@sharechat.co.nz > > Subject: [sharechat] Mutual Funds > > > > Hi there: > > Mark, you said there are better ideas out there at present than index > > funds and overseas investments, could you please elaborate. > > > > Chris, you mentioned BT and MLC. Could you be more specific, I know > > Bankers Trust but which of their products look best for overseas > > investing. Who are MLC, sorry, that may be obvious. > > > > Cheers, Brian > > > > > > -------------------------------------------------------------------------- > To remove yourself from this list, email sharechat-request@sharechat.co.nz > with "unsubscribe" in the body of the message, or use the unsubscription > form at http://www.sharechat.co.nz/forum.html. -------------------------------------------------------------------------- To remove yourself from this list, email sharechat-request@sharechat.co.nz with "unsubscribe" in the body of the message, or use the unsubscription form at http://www.sharechat.co.nz/forum.html.
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