Investment Funds Tip: Follow the Manager

Investment Funds Tip: Follow the Manager

If you are an investor it can pay to, before investing, check whether the investment manager is still in place. In the news recently was the departure of the manager of the excellent Newton Asian Income. It clearly is a serious blow for Newton to lose someone of Jason Pidock’s talent and experience. Investors in Newton Asian Income should be considering whether to jump ship into another Asian income fund.

We have already pencilled in our alternative Asian Income Fund choices for our investment clients.

That is one of the differences between retail investors and professionals – investors follow the fund and professionals often follow the manager.

So while it must have hurt to lose an investment manager – what has it been like for one provider of a particularly successful fund who have lost almost the whole investment team?

This background information is vital if you are advising clients on where to invest, so we make a point of looking out for fund manager movements to ensure that our clients are kept informed.

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A pension is a long-term investment that typically cannot be accessed until age 55 (57 from April 2028). The level of pension benefits offered could change depending on the value of your investments (and any income they may generate).

The interest rates in effect at the time you begin receiving benefits may also have an impact on your pension income. The tax consequences of pension withdrawals will depend on your unique situation. In later Finance Acts, tax rates, tax bases, and tax relief may change.

The opinions expressed by Ray Best are meant to inform and educate. Before making any investment decisions always take advice that is pertinent to your investment personality and financial situation.

You are aware that past performance will not necessarily be repeated in the future, but you should be aware that persistent poor performance invariably will.

The value of an investment and the income from it could go down as well as up.

The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

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The guidance in this website is primarily aimed at a UK audience and is subject to regulation by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate tax planning, estate planning, or wills and any form of legal documentation.