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
