October 6, 2021

Quarterly review – changes in Prime Funds, our mutual fund recommendations

PrimeInvestor Research Team / Research Reports, Categories, Commentary, Mutual funds & ETFs / October 6, 2021

If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity.

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October 6, 2021

Quarterly review – changes in Prime Funds, our mutual fund recommendations

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