The below table summaries all 35 unit trusts from Schroders' quarterly report. Looking backwards, I think only 5 funds highlighted in boldface are proven to be good-buy despite the market being bullish over the past several years. I would regret if I had bought any of the 18 funds in red.
Almost all funds charge up to 5% upfront and 1%~4% annually for various operational fees. The company that manages the funds surely makes handsome profit but the unitholders will have to depend on luck.
Schroders plc is a leading global, asset management company, with over 200 years of experience in the world's financial markets. In the year ended 31 December 2006 the company made a net profit of £221.9 million on net revenues of £967.2 million.
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