Dear Friends of the OK-Score,
As the end of 2014 is approaching, we are curious whether we could maintain our first pool position in the Netherlands. Early January we inform you again.
As the end of 2014 is approaching, we are curious whether we could maintain our first pool position in the Netherlands. Early January we inform you again.
Below the situation 2009-2013 (five years)
- Yield 140% = OK-Score Magnificent Twenty
- Yield 112% = ING Global Fund
- Yield 106% = ASN Duurzaam Fonds
- Yield 105% = Robeco
- Yield 103% = MSCI World Index
- Yield 99% = Triodos Sustainable Fund
- Yield 99% =Meesman Index World
- Yield 98% = SNS Wereld Shares
- Yield 94% = Achmea World Fund
- Yield 91% = Warren Buffett
- Yield 90% = Optimix World Fund
- Yield 78% = OBAM (BNP)
- Yield 78% = Delta Lloyd World Fund
- Yield 77% = ABN AMRO World Fund
We also like to share with you the 10 years annual cumulative yield
- 16% annual return : OK-Score Magnificent Twenty
- 10% annual return : Warren Buffett
- 6.4% annual return : ASN Duurzaam Fonds
- 6.0% annual return : MSCI World Index
- 5.7% annual return : Robeco
- 5.6% annual return : Meesman Index world
- 5.4% annual return : ING Global Fund
- 5.2% annual return : SNS World Shares
- 5.1% annual return : Triodos Sustainable Fund
- 4.8% annual return : Optimix World Fund
- 4.6% annual return : Achmea World Fund
- 3.6% annual return ABN Amro World Fund
- 3.4% annual return Delta Lloyd World Fund
- 3.3% annual return OBAM (BNP)
(NB1)
The Magnificent Twenty has been incorporated into the OK-World Fund as per 2014 : see www.effectenhuis.nl)
(NB2) These Magnificent Twenty, as the OK-Score selection from the S&P 100, is under permanent surveillance of three independent professors in Law & Auditing from 3 different Universities within the Benelux.
(Sources: websites Meesman and Effectenhuis Commissionairs.)
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