The Lemon Fool

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?

Annual charge?

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.

Thanks Melanie, you are probably correct, I will re-post it.