How to choose a fund and build an investment portfolio

Picking an investment fund from the 3,000 plus that are available can be a daunting task and it’s why FundCalibre launched: namely, to help people narrow down their choices and focus on consistent performers.

Our research team, along with other experts in the industry, are often asked to be panel members on fund selection committees or awards judges.

Recently, Darius was asked to give his thoughts on Investors Chronicle’s new Top 100 funds list. He provided views on which funds should stay, go or be added.

In this podcast with Leonora Walters, personal finance editor of Investors Chronicle, he shares his thoughts on how to select the right fund and construct an investment portfolio to meet your financial goals. He also explains FundCalibre’s rating process.

 

 

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.