When it comes to constructing a portfolio of funds for a client, the average IFA is confronted with ...
When it comes to constructing a portfolio of funds for a client, the average IFA is confronted with an enormous choice. Without employing an in-house investment specialist to analyse how these funds actually achieve their performance, the decision to buy for their clients is invariably based on historic performance. If we go back to March 2000, most IFAs trying to build growth into their clients' portfolios would have picked funds that would have been chosen with a significant bias towards technology because of the sector's fast and furious growth at the time. Within the UK Smaller Compa...
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