Key factors to consider when...

Question 1

Key Factors When Selecting A Fund Manager (10)

Answer 1

• historic performance
• management style (top down etc)
• fund manager reputation
• back office reputation
• Alpha (value added)
• ethical stance
• specialist market experience
• geographic location
• size of fund
• personal life
• Charges
• liquidity of fund
• currency the fund is based in
• turnover of back office

Question 2

Factors to consider in a review meeting (7)

Answer 2

• financial circumstance
• personal circumstances
• ATR/ CFL
• rebalancing
• performance against benchmark
• tax planning
• ## use of isa and CGT