|
The
Candour Portfolio Service
Please find below
the fund performance figures
for
Candour Consultancy’s
Friends Provident
International
portfolios during August 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
Friends
Provident International
Portfolio’s that
Candour Consultancy
manage.
August proved
to be another good month for 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.
|
Cautious Portfolio |
* for holders of lump sum investments, regular
contribution savings & offshore pension policies
requiring a lower risk portfolio |
|
|
|
|
|
|
|
|
Fund |
% |
Annual Performance |
Annual Pro-Rata |
3
Year Performance |
3
Year Pro-Rata |
|
Investec USD Money |
20% |
1.90% |
0.38% |
8.80% |
1.76% |
|
JP Morgan USD |
20% |
1.90% |
0.38% |
9.10% |
1.82% |
|
Baring Int Bond |
20% |
-4.80% |
-0.96% |
3.00% |
0.6% |
|
Franklin US Government |
20% |
0.60% |
0.12% |
7.20% |
1.44% |
|
Invesco Capital Shield 90 |
20% |
-8.70% |
-1.74% |
0.60% |
0.12% |
|
Portfolio Performance |
|
|
-1.82% |
|
5.74% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Balanced Portfolio |
* for holders of lump sum investments, regular
contribution savings & offshore pension policies
requiring a medium risk portfolio |
|
|
|
|
|
|
|
|
Fund |
% |
Annual Performance |
Annual Pro-Rata |
3
Year Performance |
3
Year Pro-Rata |
|
Colin Stewart Growth Managed |
20% |
-39.90% |
-7.98% |
-24.50% |
-4.90% |
|
Martin Currie Global Resources Fd |
15% |
-44.80% |
-6.72% |
0.00% |
0.00% |
|
Invesco Global Small Cap Equity |
15% |
-56.80% |
-8.52% |
-30.10% |
-4.52% |
|
JF Pacific Securities |
20% |
-49.40% |
-9.88% |
-9.50% |
-1.90% |
|
Templeton Emerging Markets Fund |
15% |
-54.50% |
-8.18% |
-11.30% |
1.70% |
|
Man AHL Diversified Future |
15% |
16.80% |
2.52% |
51.70% |
7.76% |
|
Portfolio Performance |
|
|
-38.76% |
|
-5.26% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aggressive Portfolio |
* for holders of lump sum investments, regular
contribution savings & offshore pension policies
requiring a more speculative portfolio |
|
|
|
|
|
|
|
|
Fund |
% |
Annual Performance |
Annual Pro-Rata |
3
Year Performance |
3
Year Pro-Rata |
|
Colin Stewart Growth Managed |
15% |
-39.90% |
-5.99% |
-24.50% |
-3.68% |
|
Martin Currie Global Resources Fd |
10% |
-44.80% |
-4.48% |
0.00% |
0.00% |
|
Invesco Global Small Cap Equity |
15% |
-56.80% |
-8.52% |
-30.10% |
-4.52% |
|
JF Pacific Securities |
10% |
-49.40% |
-4.94% |
-9.50% |
-0.95% |
|
Templeton Emerging Markets Fund |
15% |
-54.50% |
-8.18% |
-11.30% |
-1.70% |
|
Man AHL Diversified Future |
15% |
16.80% |
2.52% |
51.70% |
7.76% |
|
JF India Trust |
10% |
-63.20% |
-6.32% |
3.60% |
0.36% |
|
HSBC Chinese Equity |
10% |
-67.30% |
-6.73% |
24.30% |
2.43% |
|
Portfolio Performance |
|
|
-42.63% |
|
-0.29% |
As ever, should you have any queries, please feel free to
contact your consultant at any time.
|
