As many of you will have noticed, since the site was launched we have had an occasional article called featured funds.Often a main part of our role as paraplanners is finding suitable funds to recommend to advisers as possible investments for their clients. Many of the research tools available, naturally, only provide data for funds which have some form of track record and it can therefore be very difficult to obtain an opinion on a new or slightly different fund.
We have been lucky here at theparaplanner.com because we have been able to secure the services of Laura Firth. As you will see from Laura’s short biography, she has a Masters Degree in economics from Warwick University and has already passed J06 and AF4.
We asked her to not only provide some short factual information about the funds she reviewed but to also provide some personal comment, using her experience and knowledge, to provide an insight into what she thought of the fund. This is only her opinion and is in no way an endorsement or not of any particular fund but what we wanted to do was to provide some sort of opinion and comment rather than just facts.
I guess it’s like booking a hotel – the hotel website will give you the factual information but it doesn’t tell you what people really think about it!
We would now like to invite you, our readers, to suggest funds for Laura to review or suggest improvements to the way we present the information.
- What information would you like to know about a fund?
- What type of information would help you decide whether the fund required further investigation?
- Would you like less factual information and more personal comment?
Please let us know and we’ll get cracking.
{ 2 comments… read them below or add one }
Could Laura take a look at the Newton Phoenix Multi-Asset Fund as Newton have been pushing it recently. It looks an interesting proposition given the wide spread of investments.
The EFA Ocopus Cautious Portfolio Fund is covering similar ground.