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Have these two funds achieved the ‘Holy Grail’ of investing?

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26/07/2012
Over the past three years just two out of 1,237 funds in the IMA universe have delivered the perfect blend of top of the sector 3-year returns with bottom of the sector 3-year volatility, according to research from Thames River multi-manager heads Rob Burdett and Gary Potter.
Have these two funds achieved the ‘Holy Grail’ of investing?

The latest quarterly FundWatch report from the multi-managers reveals Jason Pidcock’s £2.1bn Newton Asian Income fund, and the £74m Aberdeen Global Japanese Smaller Companies fund, run by the group’s Japanese equities team, are the first funds to achieve the ‘perfect mix’ since 2010.

Over the past three years Pidcock’s fund is top decile in the IMA Asia Pacific Excluding Japan sector, returning 92% to the end of June, with volatility measured at 4.04, compared to the 5.32 sector average, according to figures from Lipper.

Meanwhile, the Aberdeen Global Japanese Smaller Companies fund has returned 49%, compared to its sector average return of 23.2%.

It too has done this with below average volatility of 3.87, under the 4.41 peer group average.

Over the past three years, 180 out of a possible 1,237 funds or 14.55% of the universe, have delivered above median returns.

Meanwhile only 37 funds, or 2.99%, managed to stay above the average fund throughout the whole period.

The report added the most consistent sector for top quartile returns is IMA Global Emerging Markets, with IMA UK Equity Income in second place.

The least consistent sectors for returns are IMA Global Bond and IMA £ Strategic Bond.

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