Investment Week Article
More than £22bn of assets languishing in underperforming multi-asset funds
Our investment clients will (or at least should know!) the quality of the funds we use within our risk adjusted portfolios (scale of Risk 2 to 10 plus Best Ideas 100% equity portfolio) so the article in Investment Week remains painful reading for those investors who are holding poor performing funds/assets.
We know that our investment clients can sometimes forget that older plans and investment products remain but forgotten about over time, so we urge all to check to make sure all assets are invested wisely and suitably.
We will carry out an initial overview for free – leading to regulated suitability advice, so we urge all investors to gather an up to date measurement of performance against the relative benchmark, so to ensure that value for money is being gathered and delivered – producing the best investment outcomes. Simply get in touch if you have any advice requirements.
Richard and the Best Price FS Team