ARBinstruktor
Junior member
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Hi!
I have started to search for funds (mutual, closed, ETF, etc) with
a long lasting brilliant track record and
small investment sums.
the criteria are in detail:
1) CAGR for 10y min 14%; for 15y min 12,5%
2) minimum investment below 5.000,-
3) load and/or redemption fee below 6%
the idea is to form a diversified long term core portfolio, that generates stable income and is a source for margin funding
I have found quite a few;
AHSAX, BPTRX, BUFSX, CPOAX, CTCAX, FBSDX,FKCSX, FSHCX, FSHOX, FSMEX, FSRPX, KSCOX, LGOAX, FCPGX,NESGX, PHSZX,PRHSX,PRMTX,RCGTX,SHSCX,WWNPX
all of them showing sustainable high returns, but they have 2 deficits:
1. Most of them are Fidelity Funds
2. Most of them are GROWTH-Funds
so a real diversification has not been achieved so far, the easiest way was to find some performing VALUE-Funds,
but so far I was not successful
I would appreciate any proposals of NON-GROWTH-Funds with trackrecords above 14% (10y) and 12,5% (15y).
Fund family is of no interest,
currency is criticial in the respect, that the fund investments should be in the same currency as the fund itself.
There is no use to have an AUD fund investing in US stocks. Performance gets contaminated by currency effects.
Perhaps the community has the power to solve this problem.
Thanks for your inputs.
I have started to search for funds (mutual, closed, ETF, etc) with
a long lasting brilliant track record and
small investment sums.
the criteria are in detail:
1) CAGR for 10y min 14%; for 15y min 12,5%
2) minimum investment below 5.000,-
3) load and/or redemption fee below 6%
the idea is to form a diversified long term core portfolio, that generates stable income and is a source for margin funding
I have found quite a few;
AHSAX, BPTRX, BUFSX, CPOAX, CTCAX, FBSDX,FKCSX, FSHCX, FSHOX, FSMEX, FSRPX, KSCOX, LGOAX, FCPGX,NESGX, PHSZX,PRHSX,PRMTX,RCGTX,SHSCX,WWNPX
all of them showing sustainable high returns, but they have 2 deficits:
1. Most of them are Fidelity Funds
2. Most of them are GROWTH-Funds
so a real diversification has not been achieved so far, the easiest way was to find some performing VALUE-Funds,
but so far I was not successful
I would appreciate any proposals of NON-GROWTH-Funds with trackrecords above 14% (10y) and 12,5% (15y).
Fund family is of no interest,
currency is criticial in the respect, that the fund investments should be in the same currency as the fund itself.
There is no use to have an AUD fund investing in US stocks. Performance gets contaminated by currency effects.
Perhaps the community has the power to solve this problem.
Thanks for your inputs.