Ten times to remember clients' 'buy and forget' funds

When you need to revisit the long term plays you thought you could forget...

Laura Miller
clock

The money pages of national newspapers your clients read love coming up with lists of funds investors can 'buy and forget'. But nothing lasts forever...

Buy and forget fund lists are a paradox in financial services. They represent the perennial recommendation from advisers and fund managers to investors to "invest for the long term", yet they change at least yearly in the consumer press money pages where they most often appear. But according to the team at Fund Calibre, there are some good reasons why even the most reliable funds invested in should not be completely forgotten. Professional Adviser asked Fund Calibre to give ten examples - and then we did the research (with the help of articles from sister title Investment Week) for...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Woodford IM hits back at FCA's enforcement action including £46m in fines

Woodford IM hits back at FCA's enforcement action including £46m in fines

WIM said it 'strongly disagrees' with the regulator's decision

Cristian Angeloni
clock 05 August 2025 • 3 min read
Regulator bans and fines Neil Woodford and Woodford IM £46m

Regulator bans and fines Neil Woodford and Woodford IM £46m

Woodford has appealed the decision to the Upper Tribunal

Cristian Angeloni
clock 05 August 2025 • 3 min read
Darius McDermott: The line between resilience and risk

Darius McDermott: The line between resilience and risk

'Trump has, for the most part, chickened out'

Darius McDermott
clock 29 July 2025 • 5 min read