Lipper Snaps UK-Capita BPM leads mixed-asset funds in Oct.

Fri Nov 6, 2009 3:33pm GMT
 
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 LONDON, Nov 6 (Reuters) - The Capita BPM Investment fund was the top
performer among British-registered mixed asset funds in October, data from
Thomson Reuters fund research firm Lipper showed on Friday.
 The fund LP60077676, which still had more than 22 percent in cash at
end-September, returned 4.93 percent in October, based on weekly pricing data
from Lipper. The fund has more than half its assets in the UK.
 Odey's Allegra European fund and Smith & Williamson's Aubrey Global
Conviction funds posted the worst returns in the month.
 Following are tables of the best and worst performers in October among mixed
asset funds listed in the Lipper Global indices and registered for sale in
Britain. Performance is shown in the fund's local currency and may reflect
declared dividends.
 The tables use the latest available data and strip out funds with the
smallest level of assets, as well as some funds which price less regularly.
 FUND LEADERS
 
 Fund name                      1 mth(%)  3 mth    1 yr     3 yr    5 yr
 
 1. Capita BPM Investment        4.93     14.59    33.47    -4.92   35.07
 LP60077676
 2. AXA Framlington Managed      3.92     16.44    21.10   -18.02   -6.28
 Income Acc LP60009747
 3. Folla (Capita/JO Hambro)     3.38     13.28    44.81     9.16   65.13
 LP60088473
 4. Sylvan Broomfield            3.14     15.38    28.85     5.60   42.55
 Investments LP60077715
 5. Beaver Acc (Capita/Williams  2.37     10.54    30.71    -0.23   37.88
 de Broe LP60075115
 
 FUND LAGGARDS
 
 Fund name                      1 mth(%)  3 mth    1 yr     3 yr    5 yr
 
 1. Odey Allegra European EUR   -7.86     -0.68    3.32    -17.13
 LP60098080
 2. S&W Aubrey Global           -6.15      4.14    18.69
 Conviction LP65053305
 3. CF Richmond Core            -4.45      6.08    16.74   -9.10    21.83
 LP60087754
 4. Santos (Smith &             -4.02      5.13    19.54   -24.04   -1.33
 Williamson) LP60074785
 5. Liberation VIII Acc         -3.83      7.51    16.40   -14.75
 (Premier) LP65017467
 
 Lipper, a Thomson Reuters company, is a fund research and analysis
organisation, providing independent insight on global collective investment
including mutual funds, retirement funds, hedge funds, fund fees and fund
expenses to the asset management and media communities.
 Lipper data covers 196,000 share classes and more than 108,000 funds in 57
registered-for-sale universes. It provides the free Lipper Leader ratings for
mutual funds registered for sale in 27 countries. Additional information is
available at www.lipperweb.com.
 (Compiled by Joel Dimmock; Editing by Andrew Macdonald)



 

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