EXCHANGE TRADED FUNDS

Page Summary: It is the mandate rather than the manager that makes the difference

The right mandates beats the averages

 Fund Analysis: In a market increasingly dominated by index tracking, investment managers have less and less freedom to diverge from their benchmarks.  In that environment, selecting the benchmark becomes the key variable in determining investment performance. Investors Routemap is manager neutral. That is to say it assumes that the performance of individual funds will match that of the appropriate index. It is designed to assess funds by regional, sector and style mandates.

200 Country and Regional Funds

200 Sector and Style Funds

 Funds Database: Our fund rating system provides regular monthly recommendations on 400+ investment funds listed in the United States and Europe. Each fund is rated every month both in terms of the absolute and relative prospects for its investment mandate compared to PIT Global Stock Market, Style or Sector Index. Recommendations take into account technical analysis, econometric models, liquidity trends, seasonal factors and valuation. To receive these recommendations, subscribe to Shares RouteMap for Country Funds and Style RouteMap for Sector Funds.
 

Professional Adviser
Bloomberg Money
Investment Adviser
Investment Trust Investor
International Investment

  

Sector Review: Read "Dewhirst's View", a weekly contribution to Investment Adviser in which Nick Dewhirst picks and pans investment trusts and unit trusts in the IMA fund sector under review each week, as well as other feature articles written for the investment press on open-end and closed-end funds.  These sectors include domestic and international equity funds, real estate, fixed interest and managed funds authorised in the United Kingdom. Sectors are reviewed twice a year.

Sector Analysis: Read Nick Dewhirst's contributions to the investment journals on closed-ended funds, investment trusts and index exchange traded funds in the United States and United Kingdom. These articles explain the advantages of these investment vehicles for sophisticated individual investors.

By Nick Dewhirst

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Copyright © 1999 Professional Investment Tools Ltd., authorised by the Financial Services Authority. Independent Financial Adviser (UK) and member of Investorside Research Association (US). Please read Financial Health Warning and Licence Agreement. UK laws apply exclusively. Principal sources: Consensus Economics, Corel Corp., FIBV, Global Financial Data, PIT, national governments and stock exchanges. Information and opinions are based on sources believed to be reliable and accurate. However PIT does not guarantee this to be the case, and does not accept liability for any loss arising. This is for information only and does not constitute a solicitation to deal in any securities. Opinions are liable to change. Past performance is no guarantee of future success. Last modified: April 30, 2004.