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Flashcards in Key factors to consider when... Deck (2)
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1
Q

Key Factors When Selecting A Fund Manager (10)

A
  • 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
2
Q

Factors to consider in a review meeting (7)

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