Percentage in Point

Percentage in Point


Top Best and Worst Equity Funds

Posted: 27 Oct 2010 06:47 AM PDT

If you are wondering what are equity funds then you might just get your answer here. They are a type of mutual funds which puts money into different kind of stocks. Investors who wish to invest their money, usually opt for shares or mutual funds. These equities tend to be managed by specialized fund managers or equity companies who advise you on which funds to invest in. They have the license to perform since they have the required resources to carry out their research in various different companies to track their performances and determine how much stock you should hold of that particular company.

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However, in the whole of United States, the California Public Employees Retirement System has the country's largest equity portfolio. Further funds were added to this portfolio recently to offer you various options to choose from.

The California Public Employees Retirement System also known as CALPERS has various equities in its portfolio as mentioned above, however, this does not necessarily mean that all funds would be performing well at the same time together. Therefore, this article will help you figure out the five best and the five worst performing funds being offered by CALPERS.

Below are the 5 best and the worst performing funds mentioned:

5 Best Funds in terms of percentage (%)

1. Clearstone Venture Partners 1-B (1999): 154.7%

We are builders and we are looking for ideas in the major computing and internet sectors.

2.T3 Partners II (2001): 95.6%

foreign domestic equity

T3 Partners deliver visible, quantifiable business value to our clients and their businesses while providing reward, growth and challenge for our partners, staff and associates.

3.GCP California Fund (2003): 91.9%

We rely heavily on our management partners to execute the operational and strategic business plan for the companies that we invest in. Therefore, it is critical that we team with the best managements in the industry.

4.WLR Recovery Fund II (2002): 79.5%

We are patient investors and have held positions in some of our portfolio companies more than ten years.

5.Permira Europe I (1997): 74.5%

Permira Europe I attracted over 130 investors. Half of these came from Europe, 38% from North America and 12% from the rest of the world.

5 Worst performing funds in terms of percentage (%)

1. Aberdare II Annex Fund (2006): -46.6%

This fund in the year 2006 performed the worst reaching up to the mark of -46.6%, hence investing in it was too risky.

2. Exxel Capital Partners V (1998): -41.7%

This fund was all time’s second worst performance which touched the mark of -41.7%.

3. Opportunity Capital Partners IV: -28.9%

Hitting a mark of -28.9%, this fund was third worst performer, hence, limiting the investment into this fund.

4. Convergence Ventures II (1999): -28.5%

In the year 1999, it reached up to the mark of -28.5%, which was the fourth worst performer of all time.

5. Richardson Capital Private Equity 2 (2006): -28.1%

Being the fifth worst performer, it reached up to the mark of -28.1%.


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