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20 december 2014

X-MAS GREETINGS

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.

Below the situation 2009-2013 (five years)
  1. Yield 140% = OK-Score Magnificent Twenty 
     
  2. Yield 112% = ING Global Fund
  3. Yield 106% = ASN Duurzaam Fonds
  4. Yield 105% = Robeco
  5. Yield 103% = MSCI World Index
  6. Yield   99% = Triodos Sustainable Fund
  7. Yield   99%  =Meesman Index World
  8. Yield   98% = SNS Wereld Shares
  9. Yield   94% = Achmea World Fund
  10. Yield   91% = Warren Buffett
  11. Yield   90% = Optimix World Fund

  12. Yield   78% = OBAM (BNP)
  13. Yield   78% = Delta Lloyd World Fund
  14. 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)
    We wish you a well invested Christmas and a healthy 2015

    (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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