Bad Investment Funds – Investment Dogs!

The presence of bad investment funds, or investments with persistent poor performance, has led to poor investment funds being termed “investment dogs”. Last week was Dog Awareness Week, so we thought that it would be fun to unmask some of the worst funds that may be lurking in your investment portfolio.

No matter how thorough the research into the selection of your investment funds, investment markets and fund managers change over time. That is why we recommend that investors always have their investments reviewed on a regular basis, so do monitor your investments or get someone to do so, on your behalf.

Investment dogs are not simply funds with poor performance – they are regarded as the worst of the worst  funds, with very little chance to improve their performance or ratings.

UK Funds to avoid:

Scottish Widows UK Select Growth

Aberdeen UK Opportunities Equity

M&G Recovery

UK Smaller Companies Funds to avoid:

SF Webb Capital Smaller Companies Growth

CFIC Octopus UK Micro Cap Growth

Jupiter UK Smaller Companies

European Funds to avoid:

Neptune European Income

Neptune European Opportunities

Aberdeen European Equity

Global Funds to avoid:

St James Place High Octane

M&G Global Basic

Aberdeen Worldwide Recovery

For the sake of brevity we have not covered all sectors of the investment markets. In addition, we have not included investment trusts.

The point we are making is that past performance matters.

Investors should carry out regular reviews of their investments.

There is no point in being emotionally attached to your investment funds.

Often, investors sell off their top performing funds and hang onto their losers in the hope that they will recover.

We have investment software that provides full analysis of investment portfolios, including the performance of individual investment funds.  It highlights poor performing investment dogs and hopefully will leave you howling with joy!

If you would like to review your investments do contact us by clicking this link http://wgn.f95.myftpupload.com/contact/

 

Ray Best is a resilient Financial Planner with a unique approach to investment planning, his work ethic has propelled him from humble beginnings to be voted as a top UK Financial Planner by Vouched For (as published in the Sunday Times). These days he works with families with large investment portfolios or big inheritance tax liabilities, the first step, is to book a Discovery Meeting HERE.

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