Recommended Platform Funds Performance

Sue58

Sally57 wrote: »

Some of the best top rated funds on Trustnet and Morningstar etc can have an off year mainly because of the sector or asset classes they are invested. Therefore, IMHO it is quite ridiculous to say a particular fund is 'poor' because they have not quite performed to their usual standard over the past year.

I would of thought quite the opposite really because you should look at the funds long term achievements ie. over 10 years and if years 2 to 10 are consistently good then are you going to say its a 'poor' fund because of the past year (year 1) as a standalone critique!

My thoughts exactly! I was amazed when I studied this report and UK Moneysite stated that some very good funds were 'poor' funds.

Is that so readers of this review or 'potential customers' would request a 'free no obligation' portfolio review?

racey

colin68 wrote: »

I have have used UK Moneysite for quite some time and find their info to be really helpful especially the free portfolio review which was a great exercise. They do have a sister brand called yodelar.com that recently launched which gives even more info and well worth a look.

Moneysite did the free portfolio review for me and concluded that my best option was to pay one of their recommended advisers to review my portfolio.

Plus

Best for whom?

aajax42

Oh well, back to the Vanguard passive options.!!!

bostonerimus

aajax42 wrote: »

Oh well, back to the Vanguard passive options.!!!

True.
One big advantage of passive indexing is that you can stop worrying about the fund "horse race".....you'll also get solid returns