In this series of posts we're looking at investment funds in more detail. Fund investing has been made easier by simplification. Funds take away a lot of the complexity involved in making investment decisions, which make them attractive for beginners and others who don't want to invest directly.
Last time we discussed the main benefits of fund investing and in this post we'll look at how to do it successfully.
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Investment funds,
Investment strategy,
Investment tutorials
In this new series of posts I’m going to share with you all you need to know about funds. We’ll start with the most basic of questions: What is an investment fund?
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Investment funds,
Investment strategy,
Investment tutorials
As reported in our clients' Daily Market Updates, two switches were made in our investment portfolio during April.
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Investment news
In our last post we looked at charges and their implications for your investment account. In particular, we divided the cost of investing into three categories and discussed the first one, namely fund charges.
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Investment charges
Charges and fees can seriously eat into your returns. When you fail to achieve adequate growth you run the risk of your wealth decreasing and if this happens during your retirement it can have disastrous consequences. To help increase the probability that this doesn’t happen to you, I’m now going to attempt to simplify charges and the cost of investing.
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Investment funds,
Investment strategy,
Investment charges
In our last post we looked at why we switched out of a fund that had returned 13.1% over the last 14 months. We channeled half of the proceeds (about 14.5% of our total portfolio) into our star performing fund and the rest into a new fund.
In this post we'll look at the performance of the other funds we own in the first financial quarter of the year.
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Investment funds,
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Investment news
On 9th March we switched out of a fund in our portfolio. The fund in question was the Fidelity India Focus fund and we channeled half of the proceeds (about 14.5% of our total portfolio) into our strongest fund, Fund A and the other half into a new fund, Fund D.
The Fidelity India Focus fund had had returned 13.1% over the last 14 months, so in this post we're going to explain why we made the switch.
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Investment funds,
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Investment news
In this series of posts we've been looking at some mistakes that fund investors often make. By avoiding these, you'll give yourself a much better chance of arriving at your financial goals on time.
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Investment funds,
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Investment mistakes
This is the final post of a six part series, where I've taken you through a tutorial that looks at choosing a good growth fund. In this final post, I’m going to summarise what we've covered and offer some final thoughts, before listing my 7 tips for fund picking success.
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Investment funds,
Finding a good growth fund,
Investment tutorials
Are you looking for better returns from your ISA and SIPP investments? Most investors are looking to improve their returns but unfortunately the majority are unsure how to do it. Many think that it’s all about the funds they pick, but this is just one part of the equation. When people ask me my thoughts on ISA and SIPP investments, I always steer them towards 3 key points.
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Investment funds,
Better performance,
ISA growth,
SIPP investing tips