bdm's site for financial advisers

Premium China Fund

WHAT IS TRUE STIMULUS? Jonathan Wu – 13th March 2009 Investors from here on in need to look beyond 2009 with their investments. Volatility in markets are still reasonably high, but that doesn’t mean slowly moving your clients back into the market via a dollar cost averaging strategy is not viable. Cash
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Product Performance snapshot

Fund1 Month1 Year3 Year5 YearSince Incept
Life Settlements Funds0.25%26.52%7.70%N/A25.12%
Premium China Fund13.0%-3.1%N/AN/A78.7%
Prime Value - Growth Fund2.8%-22.5%1.0%13.8%15.6%
Prime Value - Imputation Fund0.8%-31.2%-6.3%4.5%14.1%

* Information as at 31 May 2009

words of wisdom

Don’t try to pick the best performing stocks. Sounds a bit strange, I know! In reality, these winners often come with risks, and if you apply this investment approach, you might find your portfolio underperforms overall. – Fiona Clark Prime Value

odd spot

Simon Wu from The Premium China Fund has hosted his own Chinese talkback radio show discussing finance and investment matters for 13 years