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Finding Alpha for Investment Trusts?
Voyager2002
Posts: 16,349 Forumite
I would like to put some money into an IT investing in the Asia/Pacific region, and the logical way to choose would seem to be to use the standard numbers such as Alpha, Sharpe ratio and so forth. Oddly enough, Morningstar UK does not seem to give these figures for UK-listed ITs (although their US site does do so for US-listed ones). Am I looking in the wrong place? Or is there some reason why this approach is not applicable to this class of investment?
Incidentally, I read the other recent thread about ITs and the positive comments about Templeton, but I am already overweight in India (I am very happy with the US-listed India Fund) so want to emphasise Southeast Asia.
Incidentally, I read the other recent thread about ITs and the positive comments about Templeton, but I am already overweight in India (I am very happy with the US-listed India Fund) so want to emphasise Southeast Asia.
0
Comments
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Money Observer quotes these figures. E.G. for SST which I hold:
http://www.moneyobserver.com/fund-fact-sheet/Scot-Oriental-SmCo/ITSST
It's under "Risk Statistics"0 -
As does Trustnet.0
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