Investment - Articles - Research shows past performance key for future fund choices


 New research from Friends Provident International (FPI) to support the launch of Fund Centre, the new online resource for FPI's mirror funds, shows that past performance is a one of the key factors influencing fund selection for many investors in Hong Kong, Singapore and United Arab Emirates (UAE).
 This is despite global regulators' warnings that past performance should not be used as a guide to future returns.

 FPI's new Fund Centre provides investors and advisers with all the latest fund information tools they need to make a more informed decision in an easy to use format.

 The suite of tools available on the Fund Centre includes:

     
  •   Annualised, discrete and cumulative performance over user defined time periods
  •  
  •   Fund risk ratings
  •  
  •   External qualitative fund ratings from Old Broad Street Research (OBSR)
  •  
  •   Multiple fund filtering and short-listing options
  •  
  •   Dynamic performance charting tool with multiple fund selection capability
  •  
  •   Easy data export into Excel or PDF reports
  •  
  •   Embedded fund fact sheets.
  •  
  •   Jim Henning, Funds Marketing and Research Manager at Friends Provident International, said:

 "The short term direction of markets is unpredictable and we all know that fear and greed have a powerful influence over investor psychology. The new Fund Centre offers a very sophisticated but easy to use suite of tools for investors and advisers alike. It enables them to delve deeper with their fund selection analysis, to avoid the pitfalls, but without making the whole process unwieldy and slow."
  

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