Fund performance is everything
Feb 19th, 2007 by complex001
I am heavily invested in overseas equity funds and I needed to make sure that the funds don’t start to fall. Therefore I am monitoring and regularly review my investment funds, with a help of a Financial Adviser to ensure that this doesn’t happen. Hopefully this process will be continuous. We have agreed to set up two particular dates a year when we should be reviewing the funds with my adviser and possibly switching some or all of the funds. We have also established a benchmark, which we will use to monitor the overall funds performance and we have set an annual performance figures that we hope to beat.