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The
Candour Portfolio Service
Please find below the fund performance
figures for Candour Consultancy’s Royal Skandia
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 Royal Skandia 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.
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Cautious
Portfolio |
* for
holders of lump sum investments, regular contribution
savings & offshore pension policies requiring a medium
risk portfolio |
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Fund |
% |
3
Months Performance |
3
Months Pro-Rata |
Annual
Performance |
Annual Pro-Rata |
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USD
Deposit |
20% |
0.00% |
0.00% |
0.62% |
0.12% |
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M&G
High Interest |
20% |
21.34% |
4.27% |
-19.12% |
-3.82% |
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Franklin US Government |
20% |
-0.26% |
-0.05% |
5.71% |
1.14% |
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Mellon
Global Bond |
20% |
3.06% |
0.61% |
-1.92% |
-0.38% |
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Investec Cautious Managed |
20% |
14.12% |
2.82% |
-13.33% |
-2.67% |
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Portfolio Performance |
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7.65% |
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-5.85% |
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Balanced Portfolio |
* for
holders of lump sum investments, regular contribution
savings & offshore pension policies requiring a more
speculative portfolio |
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Fund |
% |
3
Months Performance |
3
Months Pro-Rata |
Annual
Performance |
Annual Pro-Rata |
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Fidelity American Growth |
20% |
16.62% |
3.32% |
-34.74% |
-6.95% |
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BNY Mellon Asian Equity |
20% |
3.36% |
0.67% |
-25.48% |
-5.10% |
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Baring Global Resources |
20% |
19.37% |
3.87% |
-57.02% |
-11.40% |
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Templeton Emerging
Markets Smaller Co's |
20% |
53.55% |
10.71% |
-30.32% |
6.06% |
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Aberdeen Global Technology |
15% |
21.65% |
3.25% |
-24.12% |
-3.62% |
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New Star Global Financials |
5% |
32.08% |
1.60% |
-35.56% |
-1.78% |
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Portfolio Performance |
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23.42% |
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-22.79% |
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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 |
% |
3
Months Performance |
3
Months Pro-Rata |
Annual
Performance |
Annual Pro-Rata |
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Fidelity American Growth |
15% |
16.62% |
2.49% |
-34.74% |
-5.21% |
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BNY Mellon Asian Equity |
15% |
3.36% |
0.50% |
-25.48% |
-0.75% |
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Baring Global Resources |
15% |
19.37% |
2.91% |
-57.02% |
-8.55% |
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Templeton Emerging
Markets Smaller Co's |
15% |
53.55% |
8.03% |
-30.32% |
4.55% |
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Aberdeen Global Technology |
20% |
21.65% |
4.33% |
-24.12% |
-4.82% |
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New Star Global Financials |
20% |
32.08% |
6.42% |
-35.56% |
-7.11% |
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Portfolio Performance |
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24.68% |
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-21.89% |
As ever, should you have any queries, please feel free to
contact your consultant at any time.
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