Simon Evan-Cook: The mindset that should drive fund buyers

Assessing performance

clock • 4 min read

You would not put up with a car that performed well in some years and badly in others but, writes Simon Evan-Cook, funds do this all time - and particularly the good ones

The challenges of picking a good fund and fund manager - and continuing to hold them during a ‘performance cycle' - offers us an important insight into the benefits of investment portfolio diversification.  Many of the challenges stem from the fact that, even though we know from past experience they deliver for our investors, funds are intangible, hard-to-predict in terms of how they will perform, and susceptible to good and bad periods of performance. In contrast, buy a car and you can see it looks good and you can take it for a spin. You expect to drive it today, and every day, 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 Multi-Asset

MPS Watchlist: Helping advisers navigate the sector

MPS Watchlist: Helping advisers navigate the sector

Professional Adviser analyses what Consumer Duty means for MPS

Professional Adviser
clock 16 February 2024 • 1 min read
Partner Insight: Combining strategic and dynamic asset allocation to deliver better outcomes for your clients

Partner Insight: Combining strategic and dynamic asset allocation to deliver better outcomes for your clients

Tara Jameson, Co-Manager of the Schroder Global Multi-Asset Portfolios
clock 08 November 2023 • 8 min read
Partner Insight: How interest rate moves drive bond returns

Partner Insight: How interest rate moves drive bond returns

Markets might have got their interest rate outlook wrong, but the case for holding global bonds as part of a multi-asset portfolio remains as strong as ever.