Lipper Snaps UK-UBS Japan leads equities funds in June
LONDON, July 3 (Reuters) - A UBS (UBSN.VX) Japanese equity fund was the top
performer among British-registered equities funds in June, data from Thomson
Reuters fund research firm Lipper showed on Friday.
The small and mid cap fund was top among a series of Japan-focused funds which dominated the upper tier of equities funds last month, boosted by a 23 percent gain in the Nikkei .N225 during April-June -- the index's best quarterly gain in 14 years.
A Templeton Thailand fund, managed by Mark Mobius, was the only non-Japanese fund in the top five returning 10.89 percent in June.
Parvest came in at the botton of the table, returning minus 11.68 percent in
its Russia fund, while Societe Generale Asset Management's (SOGN.PA) gold mines
fund saw a 11.57 percent fall in June.
Following are tables of the best and worst performers in June among equities funds listed in the Lipper Global indices and registered for sale in Britain. The tables strip out smaller players and comprise primary mutual funds:
FUND LEADERS
Fund name 1 mth(%) 3 mth 1 yr 3 yr 5 yr
1. UBS (Lux) Eq Fd- Small&Mid 12.45 32.11 -19.12 -49.77 -43.78
Cap Japan (JPY) P Acc 2. Melchoir Japan 11.79 29.04 -17.08 -61.88 -45.68
Opportunities JPY A 3. Neptune Japan 11.42 22.49 91.78 68.79 125.75
Opportunities A Acc 4. Templeton Thailand A 10.89 39.13 -22.82 -3.93 12.74
Acc USD 5. JF Japan Small Cap 10.13 27.23 -25.44 -50.86 -44.37
A Dist USD
FUND LAGGARDS
Fund name 1 mth(%) 3 mth 1 yr 3 yr 5 yr
1. Parvest Russia C -11.68 37.36 -52.42 N/A N/A
2. SGAM Fund Equities -11.57 5.85 -20.15 -0.43 98.58
Gold Mines AC 3. Investec GSF Global -11.18 6.54 -26.82 12.24 97.00
Gold A Inc 4. Craton Capital Precious -10.95 10.61 -25.83 -7.54 88.07
Metals Fund A 5. CF Ruffer Baker Steel -10.66 3.54 -9.02 -7.39 85.06
Gold O Acc
Lipper, a Thomson Reuters company, is a fund research and analysis organisation, providing independent insight on global collective investment including mutual funds, retirement funds, hedge funds, fund fees and fund expenses to the asset management and media communities.
Lipper data covers 196,000 share classes and over 108,000 funds in 57 registered-for-sale universes. It provides the free Lipper Leader ratings for mutual funds registered for sale in 27 countries. Additional information is available at www.lipperweb.com. (Compiled by Raji Menon; editing by Mike Nesbit)
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