Mutual Funds
A Review of the Invesco Perpetual High Income Fund
The Invesco Perpetual High Income Fund is one of the largest unit trusts (or mutual fund) in UK with an asset base of about £11.0 billion . The fund aims to achieve a level of high income together with capital growth. The fund invests most of the assets in UK-listed companies with the remaining in [...]
Top 10 Holdings of the Carmignac Commodities Fund
The Carmignac Commodities Fund is one of the large funds run by the successful European asset management firm Carmignac Gestion. This fund is interesting because of the heavy exposure to natural resource companies in North America, Europe and Australia and the diversification of assets among various commodities such as energy, forestry products, metals, agricultural products, [...]
Three Top Performing Financial Services Funds
In the Fund Track column Not All Bank Funds Fell Over Past Year on August 13, The Wall Street Journal highlighted three top performing financial services mutual funds. These three funds were up in the past year when most financial stocks and ETFs collapsed. Two of the funds were up more than 10% in the [...]
Foreign Mutual Fund Picks
Mutual funds are one easy way to get some exposure to foreign markets.They offer diversification and the fund manager deals with all the issues related to investing in overseas stocks.There are thousands of mutual funds out there.So it is not easy to pick the right ones. The two mutual funds listed below can be a [...]
Global Sector Mutual funds – Part I
Are there foreign utility mutual funds? There are no mutual funds solely concentrated on utilities in other countries. However you can assemble a list of global utility stocks for your portfolio. There are many hi-yield foreign utility stocks trading in the US. A list of such stocks can be found here: http://www.topforeignstocks.com/Hi-Yield-Portfolio-Utilities.htm What are the [...]
The Mystique of Mutual Funds – Part II
What are the fees I need to pay in a mutual fund? Front-End Load – Fees charged upfront when you invest.Anywhere from 0% to 7% max. Back-End Load – Fees charged when you exit a fund. Also called as deferred sales charge. Are there funds where there is no loads?. Of course. No-Load funds do [...]
