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DWS Invest | Multi Opportunities

DWS Invest | Multi Opportunities is a multi-asset fund of funds, of which 51% of the monies invested in ETF/funds.  It adopt unconstrained investment across asset classes and geographies so as to enable itself to be flexible and responsive to market changes.   In other words, further to the classic bond and equities (for liquidity reasons large caps and mid caps are preferred), it can use derivatives, direct securities up to 40% of fund assets and leverage but overall net exposure has historically never exceeded 100%.  The fund achieved annualised return of 7.6% with volatility at 6.5% since its inception in May 2002.

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FTIF-Templeton Global Bond A Acc $ won MorningStar Award 2015

FTIF-Templeton Global Bond A Acc $, managed by Michael J. Hasenstab and Sonal Desai, with AUM of US$34,308.88 million won Morningstar's Best Global Bond Fund for the Year 2015.  The fund adopts unconstrained investment strategy.

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PIMCO Total Return is back to the Top

At the end of January, Morningstar Inc, raised its star rating on PIMCO Total Return’s institutional share class to five stars from four stars, highest possible mark - Over 3 months ended Jan 31 2015, the fund returned 3.16%, beating its Barclays US Aggregate Bond benchmark by 24 basis points and 95% of its competitors.

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PIMCO Total Return Update 2015-02-14

Pimco reported last week that its flagship Total Return Fund posted a 21th straight month of outflows in January. Pimco reported outflows of $11.6 billion for the month for that fund, down from $19.4 billion of withdrawals the previous month.  The Pimco Total Return Fund had assets under management of $134.6 billion at the end of January, down from a peak of $292.9 billion in April 2013.

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Templeton Global Bond Hit by its Ukraine Holdings

$69 billion Templeton Global Bond Fund, managed by Michael Hasenstab is one of the biggest investors in Ukraine bonds, with $2.53 billion at the end of 3rd quarter 2014, fell 29% to only $1.8 billion at the end of December 2014.  However, Michael Hasenstab stood his stand to maintain all of his positions in Ukraine debt issues despite falling bond prices and constant turmoil in the country.

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