July 2012 Monthly Performance Survey

Mike Brown, Managing Director,

With above inflation returns being provided by the main local market indices for both bonds and equities, many of the index tracking products, both ETPs and Unit trusts, included in the Monthly Performance Survey are providing good returns for investors.

As pointed out in our recent news story “How Many Actively-Managed Unit Trusts Can Outperform the Index?” (12 July 2012), on average, more than 80% of active unit trusts managers have failed to beat the index performance over the past 1-7 years. In these difficult investment times, index tracking products, particularly low cost Exchange Traded Products, are coming into their own.

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Mike Brown Telephone:
011 561 6653

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