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The
Candour Portfolio Service
Please find below the fund performance
figures for Candour Consultancy’s Aviva International
portfolios during July 2009.
Following the request from policyholders with
more than one product (and those who would like to monitor both
the performance of their current portfolio along with the other
strategies), we are now providing performance figures for all
the Aviva Portfolio’s that Candour Consultancy manage.
July was a
much better month on the worlds
stock markets with decent gains on all the major indices. Whilst
these gains have originated from a more positive outlook for the
worlds economy, it has to be remembered that there will be
short-term profit taking and this will continue to
create volatility in the
worlds markets for the time being.
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Balanced Portfolio |
* for holders of lump sum
investments, regular contribution savings & offshore pension
policies requiring a medium risk portfolio |
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Fund |
% |
6 Months Performance |
6 Months
Pro-Rata |
Annual Performance |
Annual
Pro-Rata |
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Fidelity Euro Blue Chip |
20% |
10.42% |
2.08% |
22.65% |
4.53% |
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MFS Global Equity Fund |
20% |
4.95% |
0.99% |
8.63% |
1.73% |
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Schroder Asian Growth Fund |
20% |
22.83% |
4.57% |
39.73% |
7.95% |
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Schroder Emerging Markets
Fund |
20% |
29.69% |
5.94% |
48.10% |
9.62% |
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Templeton Global Fund |
20% |
5.34% |
1.07% |
12.07% |
2.41% |
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Portfolio Performance |
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14.65% |
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26.24% |
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Aggressive Portfolio |
* for holders of lump sum
investments, regular contribution savings & offshore pension
policies requiring a more speculative portfolio |
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Fund |
% |
6 Months Performance |
6 Months Pro-Rata |
Annual Performance |
Annual
Pro-Rata |
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Aberdeen GBL - India
Opportunities |
10% |
28.55% |
2.85% |
36.15% |
3.61% |
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Aberdeen GBL - China
Opportunities |
15% |
34.57% |
3.46% |
49.47% |
4.95% |
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Fidelity Euro Blue Chip |
15% |
10.42% |
1.56% |
22.65% |
3.40% |
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MFS Global Equity Fund |
15% |
4.95% |
0.74% |
8.63% |
1.29% |
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Schroder Asian Growth Fund |
15% |
22.83% |
3.42% |
39.73% |
5.96% |
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Schroder Emerging Markets
Fund |
15% |
29.69% |
4.45% |
48.10% |
7.21% |
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Templeton Global Fund |
15% |
5.34% |
0.80% |
12.07% |
1.81% |
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Portfolio Performance |
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17.28% |
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28.23% |
As ever, should you have any queries, please
feel free to contact your consultant at any time.
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