Email of the day (1)
Comment of the Day

March 30 2010

Commentary by David Fuller

Email of the day (1)

On funds and bugs
"Could you be so kind to ad the Polar Capital Fund Japan PLC JPY
IE 0030972856

"The fund has a great performance, the only downside is that Polar Capital office is not customer friendly when it comes to factsheets, according the office they are not allowed to send them to private investors, BlackRock Aberdeen Henderson etc don't have that problem, when I pointed that out I draw a blank of disinterest.

"A few years ago I invested in the Atlantis Healthcare fund and increased my position in the beginning of this year have a look at the stunning performance in the last year!

"Re manipulation of the gold and silver markets Fullermoney has always stayed away from this ¨noise¨ I personally find it a total waist of space and time I hope that Fullermoney stays as it has been in the past, very close to reality, if I want to be entertained by this noise the internet is full of it, all for free."

David Fuller's view Eoin added the yen-denominated Polar Capital Japan Fund to the Library. It has tracked the Nikkei, which you could trade without paying Polar's fees of 5% front, 1.5% annual and 10% performance.

The Atlantis China Healthcare Fund has had a splendid recovery and well done you for being there. Watch out for an eventual lower low and lower high.

Re gold, we are mainly interested in the metal's performance, not 'manipulation' conjecture or other conspiracy theories. I was once told by an articulate and very successful publisher: "We are always bullish of gold. We found that if we are not, our subscribers don't like it."

I would prefer to hear that sort of comment from a restaurateur regarding popular dishes. I do not think that we have subscribers who would want us only to be bullish of gold, regardless of its performance. If we did, I would say that we are more interested in capturing most of the trend, rather than basing an interpretation on what we thought someone might want us to say.

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