WHEN TO CONSIDER A TRANSFER

Click to follow
The Independent Online
Your fund has consistently underperformed. Meaning that over the last three to five years its performance has failed to match that of the average in its sector

Your objectives change. For example, you want to take an income from your fund instead of growth.

Your attitude to risk has changed. For example, you want to switch from the Far East sector to UK growth.

An influential fund manager leaves your investment house.

Your investment house is taken over. Check if the same fund managers stay on, and in what capacity.

Comments