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Fisher Investments UK - opinions?
Comments
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Silverpete said:In the UK Fishers run their own funds through Purisima. The most adventurous appears to be Global return (B version unless you've c.£5M and are an IFA to invest) :-)
I've had half my pension in this fund with them for 3 years now and have struggled to beat them self investing the other half. Fees are highish but the service is very good. They've been happy to share research on individual shares with me.Fund/Index 5-Year Annualized Net Return Typical Fees UK Fishers Global (B version) 12.08% 1.51% ongoing charge MSCI World NR GBP Index 13.49% ~0.10%-0.20% (ETF/index funds) Hence, the MSCI World Index outperforms the Fisher fund by about 1.4 percentage points annually over 5 years, reflecting the difference between active management fees and lower-cost passive investing options
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........and then add Fishers management charge........2
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