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Kiplinger's personal finance, 2011-02, Vol.65 (2), p.1
Ort / Verlag
Washington: Kiplinger Washington Editors
Erscheinungsjahr
2011
Link zum Volltext
Quelle
EBSCOhost Business Source Ultimate
Beschreibungen/Notizen
The author presents three top no-load global stock funds. Oakmark Global Fund, managed by Clyde McGregor and Rob Taylor, has compiled a terrific record, returning 12.1% annualized over the past ten years through Dec 3, 2010, compared with 3.0% for the average global stock fund. Harding Loevner Global Equity, with more of a bias toward growth companies, looks for industries that support high and rising profit margins. For instance, says Simon Hallett, Harding Loevner's chief investment officer, the firm took a shine to the industrial-gas industry, dominated by four titans that enjoy consistently high returns. Other than its steep annual expense ratio of 1.94%, it is hard to find much fault with David Winters's Wintergreen Fund, which returned an annualized 7.2% over the past five years, beating the average global fund by four points per year.