Monthly Archives: July 2011

Update No. 18 – 31/07/11

A question without notice to readers: Without researching, which sectors of the market do you think have been the best and worst performers this year? To help those less familiar, the main sectors are these: Energy, Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Telecommunications Services, Utilities and Real Estate Investment Trusts. […]

Update No. 16 – 17/07/11

I thought I would share a little of my recent analysis with you.  It significantly boosted my confidence about the near to medium term global economic outlook.  I was prompted to do a little digging after the most recent US employment figures ‘spooked’ the market a little on July 8, it’s been on a downward […]

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Update No. 15 – 10/07/11

Performance Table   April 1 2011 July 1 2011 Current Price Current Period Since Inception EGPFund No.1 1.00000 1.08396* 1.13072 4.31% 13.07% S&PASX200TR 35632.05 34200.68 34549.41 1.02% (3.04%) EGP20 1000.00 883.67 926.65 4.86% (7.33%) *Note – Audited Period Starting Price EGP Fund No. 1 Pty Ltd. Up by 4.31%, leading the benchmark by 3.29% since July […]

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Update No. 14 – 03/07/11

Performance Table   April 1st 2011 Current Price Since Inception EGP Fund No. 1 1.00000 1.08396* 8.40% S&PASX200TR 35632.05 34200.68 (4.02%) EGP20 1000.00 883.67 (11.63%) *Note – Unaudited Period Closing Price EGP Fund No. 1 Pty Ltd. Up by 8.40%, leading the benchmark by 12.42%. Please note this is the unaudited result, though I do […]

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