Informed Choice chartered financial planner Martin Bamford was quoted in the Independent today, in an article discussing the findings of the latest dog fund survey from discount broker Best Invest.
"The survey highlights a massive level of investor inertia," warns Martin Bamford, financial planner at Informed Choice.
"Performance is only one factor in selecting a suitable fund, but it is the easiest to measure. Fund selection can make a difference to overall returns, with the contribution it makes to a portfolio marginal compared to the importance of asset allocation. Hopefully, the research will prompt investors, and their advisers, to review existing fund holdings and ensure they remain suitable."
You can read the article in full here.
We publish our own regular survey of underperforming investment funds - the LemonAid survey. The latest version of this survey will be able within the next couple of weeks.
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