Monthly Fund Update July 2015
August 2015 | In July 2015, the Odey International Fund returned a positive 1.3% against the MSCI Daily TR Net Europe return of +2.5%.
Positive performance came from our holdings in sectors including Information Technology (+1.0%), Materials (+1.0%) and Financials (+0.7%). Our holdings in the Consumer Discretionary (-2.6%) sector disappointed.
Individual best performers this month were Sky (+0.9%) and Anglo American (+0.5%); the worst were Sands China (-1.1%) and Swatch Group (-0.8%).
To read more of the Odey International Fund Monthly Fund Update for July, please click here.