At the start of last year we identified some key themes for 2012 that we expected to dominate the investment landscape and picked out the funds we thought were best positioned to benefit from them. Looking back at the performance of the nine funds we singled out we are pleased to report that they posted an average return of 8.44 per cent, overall beating both the FTSE All-Share and FTSE 100. Five out of our nine funds beat both those indices by considerable margins. If you strip out the three property funds, the average return for the remaining six funds is even better at 13.62 per cent.
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