On April 4th, Morningstar will reward funds, operating in the Dutch Market.
We restrict ourselves to the Dutch and the USA Shares where the OK-Score also is represented and of course we are most happy to share with you the results and compare it to the OK-Score portfolio's, of course not in competition....
"You can't win 'em all", we are satisfied with 4 out of 6.
Especially the long term results in comparison to Nr. 2 are shocking.
OK-Scores results :
Dutch Funds 2011 : OK-Score Nr. 1 = 3,0% difference with Nr. 2 = 12,7%
Dutch Funds Annual Return 3 Years : OK-Score Nr. 1 = 12,6% difference with Nr. 2 = 0,5%
Dutch Funds Annual Return 5 Years : OK-Score Nr. 1 = 4,9% difference with Nr. 2 = 8,3%
US Funds 2011 : OK-Score Nr. 2 = 6,5% difference with Nr. 1 = 0,1%
US Funds Annual Return 3 Years : OK-Score Nr. 3 = 19,2% difference with Nr. 1 = 0,9%
US Funds Annual Return 5 Years : OK-Score Nr. 1 = 9,6% difference with Nr. 2 = 7,6%
1 opmerking:
Vandaar het artikel in het FD van heden : "Onkunde van pensioenbestuurders heeft ertoe geleid dat een aantal pensioenfondsen een slechter financiële positie heeft dan nodig".
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