Knowing the odds

martyn ingram

Professional Adviser
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Fund managers need to do a better job of explaining risk levels to their retail clients, suggests Martyn Ingram of The Investors Partnership

Retail investors usually have simple investment objectives - for example, some will want to target a rate of growth that exceeds the return they would receive from just investing in a high-interest building society account, whereas others will require a high level of income but would also like to preserve the buying value of their remaining capital, after taking account of the effects of inflation. Providing solutions to these simple requirements is far more challenging than most investors realise yet, as an industry, we rarely tell investors this. Indeed, many private investors might thin...

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