series: Funds

Hidden costs investors need to watch – part two

Hidden costs investors need to watch – part two By: Tim Bennett19.03.2021 Costs can have a big impact on your return from fund investments. So, it is important to find and understand them, as Tim explains in his latest video.

Why Passive Investing isn’t Perfect

Why Passive Investing isn’t Perfect By: Tim Bennett 22.09.2015It’s one of investing’s biggest debates – is a passive approach better than active management? This week I explain why an investor should use both.

Share Portfolio vs. Funds: A Quick Comparison

Share Portfolio vs. Funds: A Quick Comparison By: Tim Bennett 09.09.2016How do you choose between holding shares directly in a portfolio or via a fund? This week Tim Bennett sums up the key differences.

How to Weigh Up a Fund Using the Sharpe Ratio

How to Weigh Up a Fund Using the Sharpe Ratio By: Tim Bennett02.09.2016Tim Bennett explains a popular number that allows investors to compare funds and the managers who run them.

How Alpha Can Help You Pick Funds

How Alpha Can Help You Pick Funds By: Tim Bennett 10.08.2015How do you know whether a fund manager is any good? This week I introduce Alpha and explain how it can help.

NAV – Three Key Letters for Fund Investors

NAV – Three Key Letters for Fund Investors By: Tim Bennett17.09.2014 New fund investors need to grasp the concept of net asset value (NAV) and its relationship with the market value of a fund. In this short video I introduce NAV and highlight why it matters. https://youtu.be/2vvzLJwPe0w

Five Red Flags for Fund Investors

Five Red Flags for Fund Investors By: Tim Bennett20.08.2014 Funds are not all created equal and some carry more risk than others. In this short video I recap the advantages of funds before highlighting five key issues that an investor should investigate before buying.