Chatfeild-Roberts tells IFAs to look beyond fund numbers

clock

If a fund looks too good to be true, it probably is, according to Jupiter fund of funds manager John Chatfeild-Roberts.

Speaking at the Barclays 'Successful Investing Seminar' last night, Chatfeild-Roberts laid out some basic rules for IFAs and individual investors when tackling the market. “It sounds simple enough; but look at the liquidity of each underling investment,” he says. A common mistake, Chatfeild-Roberts says, is attaching too much importance to the past. “Past performance is important, but it often results in buying from the top,” he says. He also tried to discourage the natural impulse of buying cheap funds, saying price should not be the determining factor. Chatfeild-Roberts says it is cr...

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

Gangbusters? Why the UK market is not exceptional, yet

Gangbusters? Why the UK market is not exceptional, yet

‘Every market turnaround has to begin somewhere’

Laith Khalaf
clock 22 May 2024 • 4 min read
Navigating the intergenerational wealth shift with tokenisation

Navigating the intergenerational wealth shift with tokenisation

'Already gaining significant traction in fund management'

Stephen Ashurst
clock 21 May 2024 • 3 min read
Future of Investment Festival: Ten key reasons for advisers to attend

Future of Investment Festival: Ten key reasons for advisers to attend

Last call to financial advisers to join us on 5 June

Professional Adviser
clock 21 May 2024 • 2 min read