Chris Jones: Focus your analysis process

'Pressure to pick top-performers'

clock • 2 min read

We know past performance is not a guide to future returns but an analysis of a fund's performance can be one indicator of how well the fund has been run to date, writes Chris Jones. To do this well, however, many more measures and data points are required

Despite the limitations of recent past performance, if an investor tries to find out anything about his or her investment on the internet, this is pretty much what they will find.  Whether it is numbers, graphs or ‘Best Buy' lists, it is pretty much the same information and for some years it has been mutually reassuring and self-congratulatory: it has all gone up, so why look any further? From a customer outcome perspective there are a number of problems with unit price returns.  Firstly, what happened to the unit price yesterday has a very big impact on so many headlines and the m...

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 Multi-Asset

Partner Insight: Fed rate cuts drive policy divergence as Central Banks chart different courses

Partner Insight: Fed rate cuts drive policy divergence as Central Banks chart different courses

As the Federal Reserve continues its rate-cutting cycle, a widening gap in monetary policy among major central banks is creating new dynamics for investors says Anthony Willis, Senior Economist in the Multi-Asset team at Columbia Threadneedle Investments.

Anthony Willis, Columbia Threadneedle Investments
clock 17 December 2025 • 5 min read
Partner Insight: Multi-asset that delivers on what is promised

Partner Insight: Multi-asset that delivers on what is promised

After eight years navigating volatile markets, the CT Universal MAP range has reached £5bn in assets under management. We speak to the advisers and planners who have adopted the range about what sets it apart – from active management at a low cost to its distinctive approach to risk and diversification.

Columbia Threadneedle Investments
clock 16 December 2025 • 5 min read
Why multi-asset investors 'need that fixed income shield'

Why multi-asset investors 'need that fixed income shield'

'Strategy is key when it comes to fixed income allocations within model portfolios'

Raymond Backreedy
clock 15 December 2025 • 4 min read