Turnover low despite swift rejection

Jackson, Will
June 2007
Fund Strategy;6/4/2007, p26
Trade Publication
The article reports that turnover in the Cautious Adviser Fund Index (AFI) is lower than in the other AFIs during the rebalancing in Great Britain in April 2007. It cites that only 17 out of 104 funds are ejected, however, the panelists have removed several funds that were only added in November 2006. Among the funds that left the index are Henderson Preference & Bond, CF Miton Extra Income and JP Morgan Europe Dynamic.


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