David Norman, joint founder and CEO of TCF Investment, looks at fund charges and the impact they have on performance.
Advisers are being bombarded on a daily basis about the true cost of investing and the opaque charges associated with retail investment funds. They are becoming more discerning when it comes to choosing investment funds for their clients and agreeing that while ‘past performance is not a guide to the future', costs and fees certainly are. Here we look at charges, the impact of them on performance and also what advisers can do to aid their clients. Equity risk premium The equity risk premium is the additional return required by an investor to compensate them for taking the risk of inves...
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