The Alpha Beta Cautious Growth High Income Target Neutral Fund..
Thursday 21 May 2009
As far as I am aware, there is no such fund as the "The Alpha Beta Cautious Growth High Income Target Neutral Fund" but my point is that fund names can be strange.
Take this one “The JPMorgan Highbridge Statistical Market Neutral Fund”
If it sounds complicated, is that meant to impress investors?
There has been, in our view, too much over complication in financial products which means investors perhaps should go back to basics and invest in things they understand.
Maybe buy the fund that does what it says on the tin…providing you understand the contents.
In a recent blog about fund closures (here), it’s a timely reminder that not all funds have longevity. Is the strategy of the fund you are buying relevant for your investing future? I know it is difficult to decide but if you are taking a chance of buying a fund, perhaps with an esoteric name, (and I am not suggesting that the name of a fund is any reason to buy or not buy a fund) you need more of a return to compensate for the risk of closure. Now, is it worth the risk if the fund may not have the life span you expect?
posted by Murray Round Wealth Management @ 15:55,
The Authors
Nicholas Round
Nic is the Managing Director of Murray Round Wealth Management Limited, who seeks to ensure the advice provided is truly independent. Based in Shropshire with clients local, national and worldwide, Nic has strived to find the best possible service for his clients needs, by researching and studying the market, trends and philosophies. Nic strongly believes Asset Class Management will bring his clients Financial Freedom, Independence and Happiness.
Kirsty
Kirsty is our communication guru. Managing information requires considerable due diligence and her passion for organisation gives the clarity we all seek. From Shropshire, with a Psychology Degree and much travelling, she is now back in Shrewsbury...and London often, keeping us all at Murray Round focused.
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