3 Fund Managers Who Outdid Themselves

An overview of three fund managers who posted better returns in their investment trusts compared to their similar open-ended funds

Szymon Idzikowski 14 February, 2013 | 11:00AM
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If you tend to focus on researching funds managers, and then looking at their funds, you may have found yourself confused about the right fund to choose for your investment needs. In many cases, fund managers have been known to run some very similar funds with similar strategies. Sometimes they may run similar open-end funds (aka traditional funds) and closed-end funds (aka investment trusts).

In this article we look at three pairs of funds that are each run by the same fund manager, but each time there is a little twist that sets the two funds apart from one another. We will examine how the funds performed in 2012 and what caused the discrepancies in performance.

Fund Manager: Alexander Darwall

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
European Opportunities Trust798.24 GBP-1.69Rating
Henderson European Focus Trust Ord1,557.82 GBP-1.40Rating
Janus Henderson European Sel Opps A Acc2,210.04 GBP-0.40Rating
Jupiter European L Inc3,165.45 GBP-1.05Rating
Schroder Asian Alpha Plus A Acc2.01 GBP0.20Rating
Schroder Oriental Income Ord261.00 GBP0.00Rating

About Author

Szymon Idzikowski

Szymon Idzikowski  is a closed-end fund analyst with Morningstar.