From
Fund Selection
03 May 2012
David Bulteel
“March 2012 represented a quieter month for the markets and the portfolio generally, with all constituents moving in a range of plus or minus 3 per cent in nominal terms. In peer group terms the laggards continue to be GAM Star US All Cap and Thames River Global Bond. Both funds are now behind their sector averages over one and three years albeit with much better longer term numbers. However we are keeping a watchful eye for improvement.”
