'Pedigree Dogs' To Consider?

You may want to consider throwing these 'dogs' a bone, even though they've recently posted lacklustre performance

Jackie Beard, FCSI 14 March, 2013 | 12:10PM
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This article is part of the special series, Investing with ISAs.

Lists of 'dog funds' occasionally circulate through the industry, but when a fund is included on a 'dog' list that does not necessarily mean that investors should run the other way. A spell of underperformance could simply be a cyclical issue rather than a real structural problem. Some of these 'dog funds' have the potential to recover, which would make them 'pedigree dogs'.

This article will look at three investment trusts whose returns in 2012 disappointed compared with their peers, but we think there is a case for optimism over the long-term. We believe these could be the 'pedigree dogs' of the investment trust industry.

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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
BGF World Mining A260.21 USD2.27Rating
BlackRock World Mining Trust Ord529.05 GBP-0.93Rating
Edinburgh Investment Ord605.06 GBP-0.97Rating
Schroder Asian Total Return Inv. Company506.03 GBP0.80Rating
Schroder ISF Asian Eq Yld A Acc USD37.08 USD-0.26Rating
Schroder ISF Asian Opports A Dis USD AV19.72 USD-0.61Rating
Schroder ISF Asian Ttl Ret A Acc USD375.03 USD-0.32Rating

About Author

Jackie Beard, FCSI

Jackie Beard, FCSI  is Director of Manager Research Services, Morningstar EMEA