“It is imperative to keep a close eye on your portfolio, periodically giving your investments a review. Do not assume that going with a big brand fund group is any guarantee of healthy returns – it isn’t. Even funds that were once very successful and popular with professional advisers can go off seriously off the boil.”
“It is important to stress that this is not a ‘sell’ list but if you own a fund in it, you should certainly investigate whether to persevere or switch elsewhere,” Hollands continued. “There are many reasons why funds go through periods of poor performance, some of which the fund house may already be addressing.”
The full report can be seen here
