Overseas medium risk
Medium risk
The M&G American again tops this selection over the 6 months to June 2010. It is important to realise that nearly all of this performance is due to the pound weakening against the dollar. Sterling weakness has been the most significant driver of performance for all these funds, but for the European ones where the weak euro was a 7% drag. The two Asian funds are favoured in the current environment.
| Co and Fund |
Rating
|
Risk
|
Sector |
| First State Asian Property Secs |
Bronze
|
12.6
|
Property
|
| Jupiter European Special Situations |
Silver
|
10.7
|
Europe
|
| Ignis Argonaut European Income |
Bronze |
11.0 |
Europe |
| M&G American |
Bronze
|
9.9
|
N.America
|
| Schroder Toyko |
Gold
|
8.4
|
Japan
|
| Newton Asian Income |
Silver |
11.0 |
Far East exl. Japan |
| First State Asian Pacific Leaders |
Silver |
10.3 |
Far East exl. Japan |