Danish Investment Association data points to US gains

Analysis of returns from some 450 Danish Investment Associations – listed funds represented by the Federation of Danish Investment Associations (InvesteringsForeningsRådet) suggests US equity investments were the best investment to make through the first half of 2013.

The typical US equity investment gained 16%. However, this is surpassed by healthcare, which saw a return of 24% over the period – a sector that typically includes significant exposure to the US, the Federation said.

Danish equity has returned some 11%.

Investors also saw a number of sectors that made negative returns, including Latin America and China, where the typical value of investments declined by -12% and -9% respectively through the first half.

Fixed income also presents a mixed picture, with Danish bond investments down half a percent, but emerging market bond investments down more than 6% through the period, despite having a good long term record.

Jens Jørgen Holm Møller, chief executive of IFR, said the period showed up some significant differences between the best and worst performing areas. In particular the mix of performances between equities and bonds illustrated why it is important to put together a portfolio offering exposure to both asset classes, he said.

 

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