Die besten Fonds 2010!

e-fundresearch: "Which fundamental factors are currently the most important ones when you assess your own funds?"

Dhananjay Phadnis, fund manager "Fidelity Funds - Indonesia A USD" (15.12.2010): "I prefer companies with strong medium-term prospects unrecognised by the market. I place particular emphasis on developing a thorough understanding of the demand/supply balance within industries, as well as analysing the entry barriers within a particular industry segment, in order to assess the sustainability of a firm's competitive advantage. Stock selection results from bottom-up, detailed fundamental analysis of company and industry. I utilise first-hand company research to evaluate potential investments. I believe frequent company visits are the key to evaluating company specific risk and I work closely with Fidelity's research analysts to constantly monitor corporate fundamentals."

Magdalene Miller, fund Manager "Standard Life IG SICAV China Equities A" (16.12.2010): "Standard Life Investments' investment philosophy is 'Focus on Change'. We look for changes in Industry Structure, Company Behaviour, New Developments that could affect a corporate's future profitability and cashflow to shareholders and  how these factors are reflected in the share prices."

Peter Meier, Fondsmanager des "Quantex Strategic Precious Metal (CHF)" (01.12.2010): "Primär die Geldpolitik der wichtigsten Notenbanken, allen voran des amerikanischen Fed und der EZB. Die inflationäre Geldpolitik ist der Haupttreiber der steigenden Investorennachfrage nach Edelmetallen und damit der Gold- und Silberpreise."

Johanna Keller, Fondsmanagerin des "LO Funds - World Gold Expertise (USD) P A" (08.12.2010): "Gold price has, over the last months repeatedly reached some new historical highs. This year the main driver for the price increase is the investment demand which is high due to the current macro environment, notably fears regarding potential currency debasements following the quantitative easing policies and fears regarding the European sovereign debt crisis. As such, gold as a safe haven asset and a hedge against devaluing currencies appears attractive to investors. Silver which is often considered as a leverage play on gold has benefited from this trend while amplifying gold movements."