6 steps to successful fund investing

Posted by Stephen Sutherland on Sat, May 11, 2013 @ 01:30 PM

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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Tags: Investment funds, Investment strategy, Investment tutorials

The benefits of investment funds

Posted by Stephen Sutherland on Wed, May 08, 2013 @ 01:30 PM

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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Tags: Investment funds, Investment strategy, Investment tutorials

Two switches in our investment portfolio

Posted by Stephen Sutherland on Sat, May 04, 2013 @ 01:30 PM

As reported in our clients' Daily Market Updates, two switches were made in our investment portfolio during April.

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Tags: Investment funds, Investment strategy, Investment news

How to reduce the cost of investing (part 2)

Posted by Stephen Sutherland on Wed, May 01, 2013 @ 01:30 PM

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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Tags: Investment funds, Investment strategy, Investment charges

How to reduce the cost of investing

Posted by Stephen Sutherland on Sat, Apr 27, 2013 @ 01:30 PM

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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Tags: Investment funds, Investment strategy, Investment charges

How our funds performed in the first financial quarter

Posted by Stephen Sutherland on Sat, Apr 13, 2013 @ 01:30 PM

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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Tags: Investment funds, Investment strategy, Investment news

Why we dumped a fund that had returned 13.1% over 14 months

Posted by Stephen Sutherland on Wed, Apr 10, 2013 @ 01:30 PM

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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Tags: Investment funds, Investment strategy, Investment news

Is your fund investment strategy flawed?

Posted by Stephen Sutherland on Sat, Jan 26, 2013 @ 01:15 PM

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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Tags: Investment funds, Investment strategy, Investment mistakes

How to pick a fund – 7 tips for fund picking success

Posted by Stephen Sutherland on Tue, Nov 06, 2012 @ 01:30 PM

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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Tags: Investment funds, Finding a good growth fund, Investment tutorials

Getting better returns from your ISA and SIPP investments

Posted by Stephen Sutherland on Thu, Nov 01, 2012 @ 12:00 PM

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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Tags: Investment funds, Better performance, ISA growth, SIPP investing tips