Hello All, any help gratefully received.
I have found that doing basic research on a fund is not too difficult. From the funds within the required sector, analyse the numbers such as historic returns; risk factors (Alpha, Beta, Sharpe, Volatility, change of manager, gearing and so on) and a short list of likely buys can be arrived at.
But what is the next step in evaluating which funds from a shortlist are best?
I know there cannot be any silver bullet in fund selection but what recommendations does anyone have?
Got a credit card? use our Credit Card & Finance Calculators
Thanks to eyeball08,Wondergirly,bofh,johnstevens77,Bhoddhisatva, for Donating to support the site
Fund selection criteria
-
- Lemon Slice
- Posts: 655
- Joined: August 31st, 2018, 9:08 pm
- Has thanked: 268 times
- Been thanked: 251 times
-
- Lemon Quarter
- Posts: 3245
- Joined: March 7th, 2018, 8:14 pm
- Has thanked: 2223 times
- Been thanked: 587 times
-
- Lemon Quarter
- Posts: 3245
- Joined: March 7th, 2018, 8:14 pm
- Has thanked: 2223 times
- Been thanked: 587 times
Re: Fund selection criteria
EssDeeAitch wrote:Hello All, any help gratefully received.
I have found that doing basic research on a fund is not too difficult. From the funds within the required sector, analyse the numbers such as historic returns; risk factors (Alpha, Beta, Sharpe, Volatility, change of manager, gearing and so on) and a short list of likely buys can be arrived at.
But what is the next step in evaluating which funds from a shortlist are best?
I know there cannot be any silver bullet in fund selection but what recommendations does anyone have?
TBH I think you should probably repost your question to this forum
viewforum.php?f=54
which I *think* relates to funds, more than this one.
-
- Lemon Slice
- Posts: 655
- Joined: August 31st, 2018, 9:08 pm
- Has thanked: 268 times
- Been thanked: 251 times
Who is online
Users browsing this forum: No registered users and 26 guests