FinanceSpain.com fund review section is designed to provide information and background to current investment funds, and provide investment news. The contents of this page should in no way be seen as an endorsement for any product or service. No investment decisions should be taken based on the conents of this website alone. Always seek professional advice.
The funds listed below are assigned a risk level, to give an idea of volatility :
Risk Level 1 - Cash Deposit (e.g. bank and savings account)
Risk Level 2 - Cash and Bond Funds (e.g. gilt fund)
Risk Level 3 - Property & Distribution Funds
Risk Level 4 - Balanced and Managed Equity Funds
Risk Level 5 - Global and North American Growth Funds
Risk Level 6 - Emerging Markets and VCT's
Given the massive impact of the credit crunch, investors have remained cautious with equity investment. This is even with record low interest rates, and economy-defying strength in coporate results. As we move in to a new phase in 2011, there are signs of more positivity. In the UK the FTSE breached the 6000 level at the end of 2010, for the first time in two years. The global stockmarkets have been bullish for some months now.
OBSR, a fund rating service, believe that 2011 is due to be a more normal year in terms of economic cycle. They also feel that the negative sentiment to equities which has lasted the better part of a decade, may turn. Flexible monetary policies in the developed world, double digit corporate growth, and relatively low valuations, is the likely cause for general bullishness on equities among asset allocators. Underlying macroeconomic data is also looking solid for the longer term. Global companies with strong franchises and a healthy balance sheet look attractive.