2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around

2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around Key points 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months. Key lessons for investors from the last financial year include: turn down the noise around financial markets, maintain a well-diversified portfolio; be cautious of the crowd; and cash continues to …

Diversified funds’ performance – how did they do that?

Diversified funds’ performance – how did they do that? 12 July 2017 Comparing managed funds can be confusing because, contrary to current practices, evaluating performance is not all about returns – it’s also about how much risk you as the end investor took to get there. So how can you measure your fund’s level of risk? Below are four broad indicators to watch for: Exposure to growth assets – this is the most common method of …