Frankfurt Stocks beat bonds, and by a large margin. The fund balance sheet for the first three quarters of the year can be reduced to this simple formula.
André Härtel from Scope Analysis calculated the average value gains of funds in 36 important investment groups for the Handelsblatt: Equity products usually achieve double-digit percentage returns, while bond strategies only generate a few percent or even record losses.
At the top are the niche funds for Central and Eastern Europe with a return of 26 percent, followed by US equity products for standard stocks with a plus of 21 percent. However, the Wall Street strategies also create outstanding long-term returns, such as funds from Feri Trust, Poland Capital or Ninety One.
In the first nine months of the year, two investment themes produced the highest equity returns. On the one hand, the focus on the raw materials and energy sectors. The sharp rises in prices there have spurred producers’ profits. For example, Eastern European products with a high proportion of Russian energy stocks benefit from this.
Top jobs of the day
Find the best jobs now and
be notified by email.
Read on now
Get access to this and every other article in the
Web and in our app for 4 weeks free of charge.
Further
Read on now
Get access to this and every other article in the
Web and in our app for 4 weeks free of charge.
Further