Deciding when to sell a losing fund

dunstonh

In general, most BG funds are higher risk than other funds in their sector.   They have a history of being better performers in growth periods and worse performers in negative.      They also tend to have an investment style that can go off the boil for short term periods but can yield better results in others.  In other words, they are often more spikey with volatility than others.    When you invest in BG funds, you need to be prepared to have loss periods against trend and average out over the long term. 

When you invest in high risk funds (this is one of the higher risk funds in the global equity sector) then you need to be able accept this volatility.  

The fund is down because its underlying share holdings are out of favour at the moment.   So, that can be a good reason to buy.

Thrugelmir

Peter.Siffredi said:

 Around 8 months ago, I invested £10K into a Baille Gifford fund (global discovery accumulation). I picked the fund due to good past performance, the fund sector, the top 10 holdings and information I could find on the managers and fund rating looked good/OK. 

Which other similar funds did you shortlist?