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Re: [sharechat] Mutual Funds


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
> >
> >
>
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