Forum Archive Index - September 1999

[M A Cameron <macameron@xtra.co.nz>]

Hi Katrina
This fund is a service provided by a group of independent financial advisors
called Advisorgroup who use Armstrong Jones as their investment manager
Regards Murray

Katrina Hellyer wrote:

> 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.


--------------------------------------------------------------------------
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.