Managed Fund Performance | Mike Heath on the RaboPlus Blog

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Managed Fund Performance

Submitted by Mike Heath on Tuesday, 23 February 2010 | Category: Investing

Following on from the “Managed Funds for Beginners” campaign we kicked off late last year, we’ve enhanced the information we provide on the historical performance of the Managed Funds we offer. 

Whereas previously we only offered data on 1 to 10 Years performance, we have added to this by adding short-term performance data covering 1 to 6 months.

We are currently in the final stages of adding two new Fund Managers over the next few months, the first of which is a very high profile fund manager not currently available via RaboPlus.  And in the case of the second, we are looking at offering funds that would not normally be available to retail investors i.e. they are wholesale funds.  To make sure you hear first hand about the new funds/managers make sure you are an ActiveMoney subscriber!

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2 Comments

Comment by Mike Woods on 02-03-2010 02:52


I applaud you providing more short term data on fund performance, but you will have to be more up to date and in synch with reporting periods.
Currently in the "promo" area on the website the Brook alpha performance is cited as 23.3% for 6 mths, and the actual (up to date)current 6 mth return if you delve deeper is 6%. This is suspicious and misleading.
Your comments?

Comment by Mike Heath on 03-03-2010 09:25


Mike thanks for pointing this out. The reason for the differences you have highlighted is that the "promo" area data has a date-stamp reflecting when that data was captured, whereas the Fund Selector displays the most current data. We do take your point re it could be confusing so we shall modify the promo area accordingly. Once again thanks for the feedback.

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